Caitlin John’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Caitlin John’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 Q1	–	Sell	-575	Closed	-$37.4K	–	961
2025 Q4	$37.4K	Sell	575 -300	-34%	-$20.4K	0.02%	349
2025 Q3	$59.9K	Buy	+875	New	+$57.8K	0.04%	243
2025 Q1	–	Sell	-784	Closed	-$53.1K	–	304
2024 Q4	$53.1K	Sell	784 -13,780	-95%	-$1.01M	0.04%	220
2024 Q3	$1.03M	Buy	14,564 +13,633	+1,464%	+$1.06M	0.64%	51
2024 Q2	$68.3K	Sell	931 -49	-5%	-$3.55K	0.05%	212
2024 Q1	$75.1K	Sell	980 -17,410	-95%	-$1.33M	0.06%	193
2023 Q4	$1.49M	Buy	+18,390	New	+$1.32M	1.22%	15

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.94B AUM 14.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

HFS

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

RWP

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

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

CCT

Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Caitlin John's EDV Position: Q1 2026 in Review

Caitlin John sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 575 shares — an estimated $37.4K sold.

Caitlin John first reported a position in EDV in Q4 2023 and held it in 7 quarters. The position peaked at $1.49M in Q4 2023. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Caitlin John reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
Caitlin John sold 575 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $37.4K.
Caitlin John first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 7 quarters.
Caitlin John's Vanguard World Funds Extended Duration ETF position peaked at $1.49M in Q4 2023.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.