Causey Wealth LLC’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Causey Wealth LLC’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	$6.01M	Sell	92,337 -42,838	-32%	-$2.74M	2.35%	17
2026 Q1	$8.78M	Buy	135,175 +17,541	+15%	+$1.16M	3.73%	9
2025 Q4	$7.65M	Buy	117,634 +7,578	+7%	+$516K	3.47%	10
2025 Q3	$7.53M	Sell	110,056 -5,586	-5%	-$369K	3.68%	9
2025 Q2	$7.78M	Sell	115,642 -23,019	-17%	-$1.52M	4%	7
2025 Q1	$9.86M	Buy	138,661 +54,632	+65%	+$3.78M	5.51%	3
2024 Q4	$5.69M	Buy	+84,029	New	+$6.13M	3.32%	12

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

Causey Wealth LLC's EDV Position: Q2 2026 in Review

Causey Wealth LLC reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 32% in Q2 2026, selling an estimated $2.74M and leaving 92,337 shares worth $6.01M. The position accounts for 2.35% of the portfolio, ranked #17.

Causey Wealth LLC first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.86M in Q1 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Causey Wealth LLC held 92,337 shares of Vanguard World Funds Extended Duration ETF worth $6.01M as of Q2 2026.
Causey Wealth LLC sold 42,838 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $2.74M.
Vanguard World Funds Extended Duration ETF made up 2.35% of Causey Wealth LLC's portfolio in Q2 2026, its #17 holding.
Causey Wealth LLC first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard World Funds Extended Duration ETF position peaked at $9.86M in Q1 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.