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CreativeOne Wealth’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

CreativeOne Wealth’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 		– Sell
-3,366
Closed -$219K – 1213
2026
Q1 		$219K Buy
+3,366
New +$223K 0.01% 1097
2025
Q2 		– Sell
-2,965
Closed -$211K – 1133
2025
Q1 		$211K Buy
+2,965
New +$205K 0.01% 986

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CreativeOne Wealth's EDV Position: Q2 2026 in Review

CreativeOne Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 3,366 shares — an estimated $219K sold.

CreativeOne Wealth first reported a position in EDV in Q1 2025 and held it in 2 quarters. The position peaked at $219K in Q1 2026. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • CreativeOne Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
  • CreativeOne Wealth sold 3,366 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $219K.
  • CreativeOne Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and held it in 2 quarters.
  • CreativeOne Wealth's Vanguard World Funds Extended Duration ETF position peaked at $219K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.