SEC 13F Intelligence

Englebert Financial Advisers, LLC / EDV

Englebert Financial Advisers, LLC’s Vanguard World Fd Position

Does Englebert Financial Advisers, LLC own Vanguard World Fd (EDV)? Yes27.0K shares worth $2M (+1.99% of its 13F portfolio) as of Q1 2026, down from 27.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
27.0K
% of Portfolio
+1.99%
Quarters Held
2
currently held

Position History EDV

Reported value by quarter
Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202627.0K$2M+1.99%
Q4 202527.4K$2M+2.04%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Englebert Financial Advisers, LLC’s full portfolio or all institutional holders of EDV.