Costello Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Costello Asset Management’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	$723	Hold	11	–	–	﹤0.01%	688
2026 Q1	$713	Hold	11	–	–	﹤0.01%	661
2025 Q4	$714	Hold	11	–	–	﹤0.01%	667
2025 Q3	$734	Hold	11	–	–	﹤0.01%	641
2025 Q2	$712	Buy	+11	New	+$727	﹤0.01%	658

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 40.89% 1-Year Est. Return

Costello Asset Management's EDV Position: Q2 2026 in Review

Costello Asset Management held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 11 shares worth $723. The position accounts for ﹤0.01% of the portfolio, ranked #688.

Costello Asset Management first reported a position in EDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $734 in Q3 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Costello Asset Management held 11 shares of Vanguard World Funds Extended Duration ETF worth $723 as of Q2 2026.
Costello Asset Management left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #688 holding.
Costello Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and has held it in 5 quarters since.
Costello Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $734 in Q3 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.