Aptus Capital Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Aptus Capital Advisors’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	$65	Hold	1	–	–	﹤0.01%	1780
2026 Q1	$65	Hold	1	–	–	﹤0.01%	1670
2025 Q4	$65	Hold	1	–	–	﹤0.01%	1658
2025 Q3	$68	Hold	1	–	–	﹤0.01%	1590
2025 Q2	$67	Hold	1	–	–	﹤0.01%	1526
2025 Q1	$71	Hold	1	–	–	﹤0.01%	1434
2024 Q4	$68	Hold	1	–	–	﹤0.01%	1408
2024 Q3	$80	Hold	1	–	–	﹤0.01%	1226
2024 Q2	$73	Buy	+1	New	+$72	﹤0.01%	1157

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

Aptus Capital Advisors's EDV Position: Q2 2026 in Review

Aptus Capital Advisors held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 1 share worth $65. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

Aptus Capital Advisors first reported a position in EDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $80 in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Aptus Capital Advisors held 1 share of Vanguard World Funds Extended Duration ETF worth $65 as of Q2 2026.
Aptus Capital Advisors left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1780 holding.
Aptus Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 9 quarters since.
Aptus Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $80 in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.