CWC Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

CWC Advisors’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	$396K	Buy	6,084 +570	+10%	+$36.5K	0.18%	115
2026 Q1	$358K	Sell	5,514 -425	-7%	-$28.1K	0.17%	113
2025 Q4	$386K	Sell	5,939 -77,773	-93%	-$5.29M	0.19%	115
2025 Q3	$5.73M	Buy	83,712 +1,366	+2%	+$90.2K	2.81%	7
2025 Q2	$5.54M	Buy	82,346 +1,858	+2%	+$123K	2.86%	9
2025 Q1	$5.72M	Buy	80,488 +64,188	+394%	+$4.44M	3.26%	6
2024 Q4	$1.1M	Buy	16,300 +2,234	+16%	+$163K	1.1%	27
2024 Q3	$1.12M	Buy	+14,066	New	+$1.09M	1.11%	25

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

CWC Advisors's EDV Position: Q2 2026 in Review

CWC Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 10% in Q2 2026, buying an estimated $36.5K and bringing the position to 6,084 shares worth $396K. The position accounts for 0.18% of the portfolio, ranked #115.

CWC Advisors first reported a position in EDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.73M in Q3 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

CWC Advisors held 6,084 shares of Vanguard World Funds Extended Duration ETF worth $396K as of Q2 2026.
CWC Advisors bought 570 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $36.5K.
Vanguard World Funds Extended Duration ETF made up 0.18% of CWC Advisors's portfolio in Q2 2026, its #115 holding.
CWC Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 8 quarters since.
CWC Advisors's Vanguard World Funds Extended Duration ETF position peaked at $5.73M in Q3 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on CWC Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.