Surience Private Wealth LLC / EDV
Surience Private Wealth LLC’s Vanguard World Fd Position
Does Surience Private Wealth LLC own Vanguard World Fd (EDV)? Not currently — the last reported position was 32.4K shares worth $2M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$2M
Q4 2025
Shares
32.4K
% of Portfolio
+2.26%
Quarters Held
1
position exited
Position History EDV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 32.4K | $2M | +2.26% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Surience Private Wealth LLC’s full portfolio or all institutional holders of EDV.