Cetera Investment Advisers
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Cetera Investment Advisers’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Cetera Investment Advisers’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 		$13.6M Sell
208,896
-41,807
-17% -$2.67M 0.01% 963
2026
Q1 		$16.3M Buy
250,703
+26,487
+12% +$1.75M 0.02% 788
2025
Q4 		$14.6M Buy
224,216
+52,039
+30% +$3.54M 0.02% 819
2025
Q3 		$11.8M Sell
172,177
-11,754
-6% -$776K 0.01% 890
2025
Q2 		$12.4M Buy
183,931
+13,105
+8% +$866K 0.02% 713
2025
Q1 		$12.1M Buy
170,826
+10,595
+7% +$733K 0.02% 671
2024
Q4 		$10.9M Buy
160,231
+34,902
+28% +$2.55M 0.02% 676
2024
Q3 		$9.99M Buy
125,329
+26,074
+26% +$2.03M 0.02% 694
2024
Q2 		$7.29M Sell
99,255
-7,280
-7% -$527K 0.02% 806
2024
Q1 		$8.16M Buy
106,535
+67,308
+172% +$5.12M 0.02% 746
2023
Q4 		$3.18M Buy
39,227
+33,933
+641% +$2.43M 0.03% 607
2023
Q3 		$371K Buy
5,294
+11
+0.2% +$864 ﹤0.01% 1587
2023
Q2 		$460K Buy
5,283
+686
+15% +$59.9K ﹤0.01% 1493
2023
Q1 		$416K Buy
+4,597
New +$408K ﹤0.01% 1528
2020
Q1 		– Sell
-1,791
Closed -$235K – 569
2019
Q4 		$235K Buy
+1,791
New +$244K 0.02% 511

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

Cetera Investment Advisers's EDV Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 17% in Q2 2026, selling an estimated $2.67M and leaving 208,896 shares worth $13.6M. The position accounts for 0.01% of the portfolio, ranked #963.

Cetera Investment Advisers first reported a position in EDV in Q4 2019 and has held it in 15 quarters since. The position peaked at $16.3M in Q1 2026. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Cetera Investment Advisers held 208,896 shares of Vanguard World Funds Extended Duration ETF worth $13.6M as of Q2 2026.
  • Cetera Investment Advisers sold 41,807 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $2.67M.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #963 holding.
  • Cetera Investment Advisers first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Vanguard World Funds Extended Duration ETF position peaked at $16.3M in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.