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Continuum Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Continuum Advisory’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
2025
Q2 		– Sell
-374
Closed -$26.6K – 721
2025
Q1 		$26.6K Hold
374
– – ﹤0.01% 802
2024
Q4 		$25.3K Hold
374
– – ﹤0.01% 804
2024
Q3 		$26.6K Hold
374
– – ﹤0.01% 787
2024
Q2 		$27.5K Buy
+374
New +$27.1K ﹤0.01% 736

Other funds holding EDV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Bank of America
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return
IRM
Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

Continuum Advisory's EDV Position: Q2 2025 in Review

Continuum Advisory sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 374 shares — an estimated $26.6K sold.

Continuum Advisory first reported a position in EDV in Q2 2024 and held it in 4 quarters. The position peaked at $27.5K in Q2 2024. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

  • Continuum Advisory reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 374 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $26.6K.
  • Continuum Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and held it in 4 quarters.
  • Continuum Advisory's Vanguard World Funds Extended Duration ETF position peaked at $27.5K in Q2 2024.
  • 176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.