EDV β€” VANGUARD WORLD FD

Ownership history in Sharkey, Howes & Javer  Β·  5 quarters on record

AI Ownership Summary

Sharkey, Howes & Javer reported VANGUARD WORLD FD (EDV) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q2. The latest visible filing shows EDV at 0.04% 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.

What this EDV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sharkey, Howes & Javer'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 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q2

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

Time in book
Holding Window
2025 Q1 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 Sharkey, Howes & Javer held EDV β€” position size vs. price
% of Fund (quarterly)    EDV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 4,764 -2,267 -32.2% 0.04% $309K 2026-04-08 $64.78
2025 Q4 REDUCED 7,031 -4,066 -36.6% 0.06% $457K 2026-01-13 $64.88
2025 Q3 REDUCED 11,097 -20,536 -64.9% 0.10% $760K 2025-10-10 $67.80
2025 Q2 ADDED 31,633 +8,886 +39.1% 0.29% $2.1M 2025-07-10 $63.21
2025 Q1 INITIATED 22,747 β€” β€” 0.23% $1.6M 2025-04-30 $65.07

FAQ About Sharkey, Howes & Javer and EDV

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

How long has Sharkey, Howes & Javer reported owning EDV?

Sharkey, Howes & Javer reported EDV across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported EDV position in Sharkey, Howes & Javer's portfolio?

The largest reported portfolio weight for EDV was 0.29% in 2025 Q2.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2026 Q1, when Sharkey, Howes & Javer reported 4,764 shares, equal to 0.04% of portfolio, with an estimated market value of $309K.

What does the chart on this EDV ownership page compare?

The chart compares Sharkey, Howes & Javer'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.

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