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Blue Trust Inc’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Blue Trust Inc’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 		$4.69K Buy
+72
New +$4.61K ﹤0.01% 2036
2026
Q1 		– Sell
-36
Closed -$2.34K – 2567
2025
Q4 		$2.34K Buy
+36
New +$2.45K ﹤0.01% 2124

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

Blue Trust Inc's EDV Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 72 shares worth $4.69K. The stake represents ﹤0.01% of the portfolio and ranks #2036 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in EDV as recently as Q4 2025.

Blue Trust Inc first reported a position in EDV in Q4 2025 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Blue Trust Inc held 72 shares of Vanguard World Funds Extended Duration ETF worth $4.69K as of Q2 2026.
  • Vanguard World Funds Extended Duration ETF was a new Blue Trust Inc position in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2036 holding.
  • Blue Trust Inc first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.