Forefront Analytics, LLC EDV VANGUARD WORLD FD

Ownership history in Forefront Analytics, LLC  ·  28 quarters on record

AI Ownership Summary

Forefront Analytics, LLC reported VANGUARD WORLD FD (EDV) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 3.46% in 2024 Q4. The latest visible filing shows EDV at 0.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Forefront Analytics, LLC's position in VANGUARD WORLD FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

EDV was reported at 0.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.46% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Forefront Analytics, LLC held EDV — position size vs. price
% of Fund (quarterly)    EDV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 91.3% -1.3% 9,504 -100,276 -91.3% 0.63% $651K 2025-11-21 $66.43
2024 Q4 ADDED 109,780 +26,026 +31.1% 3.46% $7.4M 2025-02-14 $65.45
2024 Q3 ADDED 83,754 +33 +0.0% 3.15% $6.7M 2024-11-14 $66.28
2024 Q2 ADDED 83,721 +773 +0.9% 2.94% $6.1M 2024-08-15 $72.36
2024 Q1 REDUCED 82,948 -201 -0.2% 3.08% $6.4M 2024-05-15 $66.99
2023 Q4 ADDED 83,149 +15,162 +22.3% 3.33% $6.7M 2024-02-14 $66.96
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Forefront Analytics, LLC and EDV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Forefront Analytics, LLC reported owning EDV?

Forefront Analytics, LLC reported EDV across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported EDV position in Forefront Analytics, LLC's portfolio?

The largest reported portfolio weight for EDV was 3.46% in 2024 Q4.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2025 Q3, when Forefront Analytics, LLC reported 9,504 shares, equal to 0.63% of portfolio, with an estimated market value of $651K.

What does the chart on this EDV ownership page compare?

The chart compares Forefront Analytics, LLC's quarterly EDV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Forefront Analytics, LLC time their EDV position?

Based on 13F filing dates vs. subsequent EDV price moves, Forefront Analytics, LLC correctly timed 14 out of 27 reported position changes (52%). The annualised alpha on EDV relative to SPY over the holding period was -16.3%.

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