CIAS
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Capital Investment Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Capital Investment Advisory Services’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
-15
Closed -$975 – 1216
2025
Q4 		$975 Buy
+15
New +$1.02K ﹤0.01% 1145
2024
Q1 		– Sell
-700
Closed -$56.7K – 972
2023
Q4 		$56.7K Sell
700
-196
-22% -$14K 0.01% 652
2023
Q3 		$62.7K Sell
896
-247
-22% -$19.4K 0.01% 608
2023
Q2 		$99.5K Buy
1,143
+247
+28% +$21.6K 0.01% 535
2023
Q1 		$81.1K Hold
896
– – 0.01% 559
2022
Q4 		$74.2K Buy
896
+700
+357% +$59K 0.01% 580
2022
Q3 		$17K Hold
196
– – ﹤0.01% 653
2022
Q2 		$20K Hold
196
– – ﹤0.01% 661
2022
Q1 		$24K Hold
196
– – ﹤0.01% 681
2021
Q4 		$27K Hold
196
– – ﹤0.01% 647
2021
Q3 		$27K Sell
196
-6,717
-97% -$944K ﹤0.01% 607
2021
Q2 		$936K Sell
6,913
-21,152
-75% -$2.74M 0.12% 171
2021
Q1 		$3.52M Buy
28,065
+27,855
+13,264% +$3.8M 0.5% 46
2020
Q4 		$32K Buy
+210
New +$33.4K ﹤0.01% 545
2020
Q3 		– Sell
-160
Closed -$27K – 636
2020
Q2 		$27K Hold
160
– – 0.01% 432
2020
Q1 		$27K Sell
160
-500
-76% -$73.9K 0.01% 418
2019
Q4 		$86K Hold
660
– – 0.02% 359
2019
Q3 		$93K Hold
660
– – 0.03% 408
2019
Q2 		$83K Hold
660
– – 0.03% 428
2019
Q1 		$79K Hold
660
– – 0.03% 389
2018
Q4 		$75K Buy
+660
New +$70.3K 0.03% 368
2018
Q1 		– Sell
-1,660
Closed -$201K – 194
2017
Q4 		$201K Buy
+1,660
New +$198K 0.12% 172

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Capital Investment Advisory Services's EDV Position: Q1 2026 in Review

Capital Investment Advisory Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 15 shares — an estimated $975 sold.

Capital Investment Advisory Services first reported a position in EDV in Q4 2017 and held it in 22 quarters. The position peaked at $3.52M in Q1 2021. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Capital Investment Advisory Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Investment Advisory Services sold 15 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $975.
  • Capital Investment Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2017 and held it in 22 quarters.
  • Capital Investment Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $3.52M in Q1 2021.
  • 185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.