Allworth Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Allworth Financial’s Portfolio EDV Stock Details EDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-230	Closed	-$14.9K	–	5222
2026 Q1	$14.9K	Buy	+230	New	+$15.2K	﹤0.01%	3203
2025 Q1	–	Sell	-903	Closed	-$60.9K	–	4093
2024 Q4	$60.9K	Buy	+903	New	+$65.9K	﹤0.01%	1483
2022 Q2	–	Sell	-895	Closed	-$109K	–	2498
2022 Q1	$109K	Buy	+895	New	+$115K	﹤0.01%	703
2021 Q1	–	Sell	-12	Closed	-$2K	–	1519
2020 Q4	$2K	Sell	12 -748	-98%	-$119K	﹤0.01%	1142
2020 Q3	$126K	Buy	+760	New	+$128K	﹤0.01%	295

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Allworth Financial's EDV Position: Q2 2026 in Review

Allworth Financial sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 230 shares — an estimated $14.9K sold.

Allworth Financial first reported a position in EDV in Q3 2020 and held it in 5 quarters. The position peaked at $126K in Q3 2020. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Allworth Financial reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
Allworth Financial sold 230 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $14.9K.
Allworth Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and held it in 5 quarters.
Allworth Financial's Vanguard World Funds Extended Duration ETF position peaked at $126K in Q3 2020.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.