Creative Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Creative Planning’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	$1.08M	Buy	+16,631	New	+$1.1M	﹤0.01%	2390
2025 Q3	–	Sell	-3,146	Closed	-$212K	–	3941
2025 Q2	$212K	Buy	+3,146	New	+$208K	﹤0.01%	3177
2020 Q4	–	Sell	-1,335	Closed	-$221K	–	2379
2020 Q3	$221K	Sell	1,335 -5,845	-81%	-$987K	﹤0.01%	1618
2020 Q2	$1.19M	Buy	+7,180	New	+$1.2M	﹤0.01%	682
2017 Q3	–	Sell	-172	Closed	-$20K	–	2377
2017 Q2	$20K	Buy	+172	New	+$19.9K	﹤0.01%	3176
2017 Q1	–	Sell	-487	Closed	-$53K	–	4709
2016 Q4	$53K	Buy	+487	New	+$58.3K	﹤0.01%	2347
2015 Q2	–	Sell	-50	Closed	-$6K	–	1610
2015 Q1	$6K	Buy	+50	New	+$6.51K	﹤0.01%	3454

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Creative Planning's EDV Position: Q1 2026 in Review

Creative Planning opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026: 16,631 shares worth $1.08M. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings. This is a return to the name: Creative Planning previously reported a position in EDV as recently as Q2 2025.

Creative Planning first reported a position in EDV in Q1 2015 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2020. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Creative Planning held 16,631 shares of Vanguard World Funds Extended Duration ETF worth $1.08M as of Q1 2026.
Vanguard World Funds Extended Duration ETF was a new Creative Planning position in Q1 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2390 holding.
Creative Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2015 and has held it in 7 quarters since.
Creative Planning's Vanguard World Funds Extended Duration ETF position peaked at $1.19M in Q2 2020.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.