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

Bristlecone 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
2025 Q2	–	Sell	-3,179	Closed	-$226K	–	311
2025 Q1	$226K	Hold	3,179	–	–	0.02%	264
2024 Q4	$215K	Hold	3,179	–	–	0.02%	271
2024 Q3	$253K	Hold	3,179	–	–	0.02%	252
2024 Q2	$233K	Hold	3,179	–	–	0.02%	254
2024 Q1	$244K	Hold	3,179	–	–	0.02%	257
2023 Q4	$258K	Buy	+3,179	New	+$227K	0.03%	246
2022 Q4	–	Sell	-3,281	Closed	-$284K	–	258
2022 Q3	$284K	Buy	+3,281	New	+$319K	0.04%	204

Other funds holding EDV

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWA

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

Bristlecone Advisors's EDV Position: Q2 2025 in Review

Bristlecone Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 3,179 shares — an estimated $226K sold.

Bristlecone Advisors first reported a position in EDV in Q3 2022 and held it in 7 quarters. The position peaked at $284K in Q3 2022. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Bristlecone Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 3,179 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $226K.
Bristlecone Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and held it in 7 quarters.
Bristlecone Advisors's Vanguard World Funds Extended Duration ETF position peaked at $284K in Q3 2022.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.