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 Q2	$704K	Sell	10,814 -5,817	-35%	-$372K	﹤0.01%	2921
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

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

Creative Planning's EDV Position: Q2 2026 in Review

Creative Planning reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 35% in Q2 2026, selling an estimated $372K and leaving 10,814 shares worth $704K. The position accounts for ﹤0.01% of the portfolio, ranked #2921.

Creative Planning first reported a position in EDV in Q1 2015 and has held it in 8 quarters since. The position peaked at $1.19M in Q2 2020. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Creative Planning held 10,814 shares of Vanguard World Funds Extended Duration ETF worth $704K as of Q2 2026.
Creative Planning sold 5,817 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $372K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2921 holding.
Creative Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2015 and has held it in 8 quarters since.
Creative Planning's Vanguard World Funds Extended Duration ETF position peaked at $1.19M in Q2 2020.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.