EDV VANGUARD WORLD FD

Ownership history in TECTONIC ADVISORS LLC  ·  21 quarters on record

AI Ownership Summary

TECTONIC ADVISORS LLC reported VANGUARD WORLD FD (EDV) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.3% in 2023 Q4. The latest visible filing shows EDV at 0.25% 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 TECTONIC ADVISORS 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 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2023 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 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 TECTONIC ADVISORS 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 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 72,005 -1,788 -2.4% 0.25% $4.7M 2026-04-17 $64.69
2025 Q4 ADDED 73,793 +7,446 +11.2% 0.25% $4.8M 2026-01-23 $65.17
2025 Q3 ADDED 66,347 +6,321 +10.5% 0.25% $4.5M 2025-10-21 $69.35
2025 Q2 ADDED 60,026 +4,820 +8.7% 0.23% $4.0M 2025-07-23 $61.92
2025 Q1 ADDED 55,206 +4,010 +7.8% 0.25% $3.9M 2025-05-02 $63.66
2024 Q4 ADDED 51,196 +4,266 +9.1% 0.23% $3.5M 2025-01-27 $64.25
2024 Q3 ADDED 46,930 +1,591 +3.5% 0.24% $3.7M 2024-10-23 $67.57
2024 Q2 ADDED 45,339 +2,881 +6.8% 0.24% $3.3M 2024-08-02 $73.49
2024 Q1 REDUCED 42,458 -1,577 -3.6% 0.25% $3.3M 2024-05-07 $65.67
2023 Q4 ADDED 44,035 +4,604 +11.7% 0.30% $3.6M 2024-01-17 $68.42
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TECTONIC ADVISORS 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 TECTONIC ADVISORS LLC reported owning EDV?

TECTONIC ADVISORS LLC reported EDV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported EDV position in TECTONIC ADVISORS LLC's portfolio?

The largest reported portfolio weight for EDV was 0.30% in 2023 Q4.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2026 Q1, when TECTONIC ADVISORS LLC reported 72,005 shares, equal to 0.25% of portfolio, with an estimated market value of $4.7M.

What does the chart on this EDV ownership page compare?

The chart compares TECTONIC ADVISORS 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.

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