Johnson & White Wealth Management, LLC EDV — VANGUARD WORLD FD

Ownership history in Johnson & White Wealth Management, LLC  ·  12 quarters on record

AI Ownership Summary

Johnson & White Wealth Management, LLC reported VANGUARD WORLD FD (EDV) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 2.28% in 2024 Q4. The latest visible filing shows EDV at 0.28% 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 Johnson & White Wealth Management, 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 Q2

EDV was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2024 Q4

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

EDV stock page Johnson & White Wealth Management, LLC fund profile Johnson & White Wealth Management, LLC full holdings
How Johnson & White Wealth Management, 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 11,413 -2,969 -20.6% 0.28% $743K 2026-07-16 $61.79
2026 Q1 REDUCED 16.3% +3.2% ❌ 14,382 -2,807 -16.3% 0.40% $934K 2026-04-15 $63.72
2025 Q4 REDUCED 40.4% -0.1% ✅ 17,189 -11,668 -40.4% 0.49% $1.1M 2026-02-05 $63.81
2025 Q3 REDUCED 34.4% -1.3% ✅ 28,857 -15,134 -34.4% 0.90% $2.0M 2025-10-15 $66.91
2025 Q2 REDUCED 9.5% +3.6% ❌ 43,991 -4,634 -9.5% 1.49% $3.0M 2025-07-17 $60.27
2025 Q1 REDUCED 12.6% -4.3% ✅ 48,625 -7,033 -12.6% 1.94% $3.5M 2025-04-10 $61.06
2024 Q4 ADDED — — — 55,658 +19,102 +52.3% 2.28% $3.8M 2025-01-13 $60.70
2024 Q1 ADDED — — — 36,556 +6,883 +23.2% 2.04% $2.8M 2024-04-10 $64.23
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EDV

As of 2026 Q2 — sorted by position size

Professional Financial Management, Inc. 8.0% Fluent Financial, LLC 3Y 7Y 5.91% Fermata Advisors, LLC 3Y 1.07% Decker Retirement Planning Inc. 0.63% GREENBERG FINANCIAL GROUP 0.49% TECTONIC ADVISORS LLC 3Y 0.23% Conrad Siegel Investment Advisors, Inc. 3Y 0.22% Freestate Advisors LLC 3Y 7Y 0.18% Ares Financial Consulting, LLC 0.18% Gladwyn Financial Advisors, Inc. 0.06%

FAQ About Johnson & White Wealth Management, 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 Johnson & White Wealth Management, LLC reported owning EDV?

Johnson & White Wealth Management, LLC reported EDV across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported EDV position in Johnson & White Wealth Management, LLC's portfolio?

The largest reported portfolio weight for EDV was 2.28% in 2024 Q4.

What is the latest reported EDV position on this page?

The most recent filing on this page is 2026 Q2, when Johnson & White Wealth Management, LLC reported 11,413 shares, equal to 0.28% of portfolio, with an estimated market value of $743K.

What does the chart on this EDV ownership page compare?

The chart compares Johnson & White Wealth Management, 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 Johnson & White Wealth Management, LLC time their EDV position?

Based on 13F filing dates vs. subsequent EDV price moves, Johnson & White Wealth Management, LLC correctly timed 7 out of 11 reported position changes (64%). The annualised alpha on EDV relative to SPY over the holding period was -18.8%.

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