Baird Financial Group
EDV icon

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

Baird Financial Group’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 		$5.99M Sell
92,039
-3,418
-4% -$219K 0.01% 741
2026
Q1 		$6.2M Buy
+95,457
New +$6.31M 0.01% 686
2022
Q3 		– Sell
-15,144
Closed -$1.52M – 1736
2022
Q2 		$1.52M Sell
15,144
-8
-0.1% -$832 ﹤0.01% 948
2022
Q1 		$1.84M Sell
15,152
-92
-0.6% -$11.8K ﹤0.01% 936
2021
Q4 		$2.13M Sell
15,244
-157
-1% -$21.9K 0.01% 915
2021
Q3 		$2.09M Sell
15,401
-107
-0.7% -$15K 0.01% 932
2021
Q2 		$2.1M Buy
15,508
+3,129
+25% +$405K 0.01% 905
2021
Q1 		$1.55M Buy
12,379
+190
+2% +$25.9K ﹤0.01% 977
2020
Q4 		$1.86M Sell
12,189
-14,673
-55% -$2.33M 0.01% 830
2020
Q3 		$4.45M Buy
26,862
+5,561
+26% +$939K 0.02% 518
2020
Q2 		$3.54M Buy
21,301
+16,927
+387% +$2.83M 0.01% 569
2020
Q1 		$733K Sell
4,374
-6,613
-60% -$977K ﹤0.01% 958
2019
Q4 		$1.43M Buy
10,987
+1,051
+11% +$143K 0.01% 876
2019
Q3 		$1.4M Sell
9,936
-167
-2% -$22.7K 0.01% 876
2019
Q2 		$1.28M Sell
10,103
-143
-1% -$17.2K 0.01% 910
2019
Q1 		$1.22M Buy
10,246
+1,271
+14% +$144K 0.01% 799
2018
Q4 		$1.02M Sell
8,975
-325
-3% -$34.6K 0.01% 789
2018
Q3 		$998K Sell
9,300
-20
-0.2% -$2.26K 0.01% 854
2018
Q2 		$1.07M Buy
9,320
+226
+2% +$25.3K 0.01% 816
2018
Q1 		$1.04M Sell
9,094
-92
-1% -$10.4K 0.01% 814
2017
Q4 		$1.11M Buy
9,186
+602
+7% +$71.7K 0.01% 785
2017
Q3 		$1M Buy
8,584
+124
+1% +$14.7K 0.01% 795
2017
Q2 		$994K Buy
8,460
+367
+5% +$42.4K 0.01% 783
2017
Q1 		$900K Hold
8,093
– – 0.01% 813
2016
Q4 		$886K Buy
+8,093
New +$968K 0.01% 796

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Baird Financial Group's EDV Position: Q2 2026 in Review

Baird Financial Group reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 3.6% in Q2 2026, selling an estimated $219K and leaving 92,039 shares worth $5.99M. The position accounts for 0.01% of the portfolio, ranked #741.

Baird Financial Group first reported a position in EDV in Q4 2016 and has held it in 25 quarters since. The position peaked at $6.2M in Q1 2026. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Baird Financial Group held 92,039 shares of Vanguard World Funds Extended Duration ETF worth $5.99M as of Q2 2026.
  • Baird Financial Group sold 3,418 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $219K.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of Baird Financial Group's portfolio in Q2 2026, its #741 holding.
  • Baird Financial Group first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2016 and has held it in 25 quarters since.
  • Baird Financial Group's Vanguard World Funds Extended Duration ETF position peaked at $6.2M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.