RHS Financial, LLC EDV VANGUARD WORLD FD

Ownership history in RHS Financial, LLC  ·  22 quarters on record

AI Ownership Summary

RHS Financial, LLC reported VANGUARD WORLD FD (EDV) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.69% in 2024 Q3. The latest visible filing shows EDV at 0.43% 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 RHS Financial, 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
2026 Q1

EDV was reported at 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.69% in 2024 Q3

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 2026 Q1

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 RHS Financial, 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,919 +7,176 +106.4% 0.43% $904K 2026-04-28 $64.11
2025 Q1 REDUCED 47.7% -4.3% 6,743 -6,162 -47.7% 0.27% $480K 2025-04-17 $63.21
2024 Q4 REDUCED 25.2% +5.0% 12,905 -4,357 -25.2% 0.45% $874K 2025-01-24 $63.11
2024 Q3 ADDED 17,262 +9,174 +113.4% 0.69% $1.4M 2024-11-01 $66.80
2024 Q2 ADDED 8,088 +1,884 +30.4% 0.36% $594K 2024-07-16 $69.27
2024 Q1 REDUCED 7.5% -5.7% 6,204 -503 -7.5% 0.28% $475K 2024-04-18 $63.50
2023 Q4 ADDED 6,707 +1,414 +26.7% 0.34% $543K 2024-01-18 $67.47
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About RHS Financial, 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 RHS Financial, LLC reported owning EDV?

RHS Financial, LLC reported EDV across 7 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EDV position in RHS Financial, LLC's portfolio?

The largest reported portfolio weight for EDV was 0.69% in 2024 Q3.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2026 Q1, when RHS Financial, LLC reported 13,919 shares, equal to 0.43% of portfolio, with an estimated market value of $904K.

What does the chart on this EDV ownership page compare?

The chart compares RHS Financial, 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 RHS Financial, LLC time their EDV position?

Based on 13F filing dates vs. subsequent EDV price moves, RHS Financial, LLC correctly timed 6 out of 21 reported position changes (29%). The annualised alpha on EDV relative to SPY over the holding period was -24.5%.

← Back to RHS Financial, LLC Holdings