Clear Investment Research’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Clear Investment Research’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	$5.23M	Sell	80,291 -317	-0.4%	-$20.3K	8.13%	2
2026 Q1	$5.24M	Sell	80,608 -2,972	-4%	-$196K	8.19%	2
2025 Q4	$5.43M	Sell	83,580 -2,406	-3%	-$164K	9.01%	2
2025 Q3	$5.89M	Buy	85,986 +188	+0.2%	+$12.4K	7.88%	2
2025 Q2	$5.77M	Sell	85,798 -11,580	-12%	-$765K	7.28%	3
2025 Q1	$6.92M	Sell	97,378 -958	-1%	-$66.3K	9.25%	2
2024 Q4	$6.66M	Buy	98,336 +3,093	+3%	+$226K	8.57%	2
2024 Q3	$7.59M	Buy	+95,243	New	+$7.41M	9.87%	2

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

Clear Investment Research's EDV Position: Q2 2026 in Review

Clear Investment Research reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 0.39% in Q2 2026, selling an estimated $20.3K and leaving 80,291 shares worth $5.23M. The position accounts for 8.13% of the portfolio, ranked #2.

Clear Investment Research first reported a position in EDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.59M in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Clear Investment Research held 80,291 shares of Vanguard World Funds Extended Duration ETF worth $5.23M as of Q2 2026.
Clear Investment Research sold 317 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $20.3K.
Vanguard World Funds Extended Duration ETF made up 8.13% of Clear Investment Research's portfolio in Q2 2026, its #2 holding.
Clear Investment Research first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 8 quarters since.
Clear Investment Research's Vanguard World Funds Extended Duration ETF position peaked at $7.59M in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.