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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Costello Asset Management's EDV Position: Q1 2026 in Review

Costello Asset Management held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q1 2026 at 11 shares worth $713. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Costello Asset Management first reported a position in EDV in Q2 2025 and has held it in 4 quarters since. The position peaked at $734 in Q3 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Costello Asset Management held 11 shares of Vanguard World Funds Extended Duration ETF worth $713 as of Q1 2026.
  • Costello Asset Management left its Vanguard World Funds Extended Duration ETF share count unchanged in Q1 2026.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q1 2026, its #661 holding.
  • Costello Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and has held it in 4 quarters since.
  • Costello Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $734 in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.