Beverly Hills Private Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Beverly Hills Private Wealth’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	$5.17M	Buy	79,468 +12,891	+19%	+$825K	0.99%	30
2026 Q1	$4.32M	Buy	66,577 +12,302	+23%	+$813K	0.72%	37
2025 Q4	$3.53M	Buy	54,275 +1,694	+3%	+$115K	0.6%	44
2025 Q3	$3.6M	Buy	52,581 +5,749	+12%	+$380K	0.64%	41
2025 Q2	$3.15M	Buy	46,832 +7,607	+19%	+$503K	0.59%	46
2025 Q1	$2.79M	Buy	39,225 +15,019	+62%	+$1.04M	0.55%	48
2024 Q4	$1.64M	Buy	+24,206	New	+$1.77M	0.33%	85

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

Beverly Hills Private Wealth's EDV Position: Q2 2026 in Review

Beverly Hills Private Wealth increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 19% in Q2 2026, buying an estimated $825K and bringing the position to 79,468 shares worth $5.17M. The position accounts for 0.99% of the portfolio, ranked #30.

Beverly Hills Private Wealth first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Beverly Hills Private Wealth held 79,468 shares of Vanguard World Funds Extended Duration ETF worth $5.17M as of Q2 2026.
Beverly Hills Private Wealth bought 12,891 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $825K.
Vanguard World Funds Extended Duration ETF made up 0.99% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #30 holding.
Beverly Hills Private Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.