CoreCap Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

CoreCap Advisors’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 Q3	–	Sell	-60	Closed	-$4.04K	–	2827
2025 Q2	$4.04K	Hold	60	–	–	﹤0.01%	2163
2025 Q1	$4.27K	Buy	+60	New	+$4.15K	﹤0.01%	2139
2024 Q2	–	Sell	-71	Closed	-$5.44K	–	1866
2024 Q1	$5.44K	Buy	+71	New	+$5.4K	﹤0.01%	1898
2022 Q4	$1.24K	Buy	+15	New	+$1.26K	﹤0.01%	2017
2022 Q3	–	Sell	-2	Closed	–	–	951
2022 Q2	$0	Buy	+2	New	+$208	﹤0.01%	2166
2022 Q1	–	Sell	-1	Closed	-$1K	–	960
2021 Q4	$1K	Buy	+1	New	+$139	﹤0.01%	2104

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

CoreCap Advisors's EDV Position: Q3 2025 in Review

CoreCap Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 60 shares — an estimated $4.04K sold.

CoreCap Advisors first reported a position in EDV in Q4 2021 and held it in 6 quarters. The position peaked at $5.44K in Q1 2024. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

CoreCap Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
CoreCap Advisors sold 60 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $4.04K.
CoreCap Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and held it in 6 quarters.
CoreCap Advisors's Vanguard World Funds Extended Duration ETF position peaked at $5.44K in Q1 2024.
173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on CoreCap Advisors's 13F filing for Q3 2025, filed 22 Oct 2025.