Deane Retirement Strategies’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Deane Retirement Strategies’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	-138	Closed	-$8.96K	–	55
2026 Q1	$8.96K	Sell	138 -172,286	-100%	-$11.4M	﹤0.01%	40
2025 Q4	$11.1M	Buy	+172,424	New	+$11.7M	4.61%	7
2025 Q2	–	Sell	-178,253	Closed	-$12.7M	–	67
2025 Q1	$12.7M	Buy	+178,253	New	+$12.3M	6.04%	4
2020 Q4	–	Sell	-53,549	Closed	-$8.87M	–	71
2020 Q3	$8.87M	Buy	+53,549	New	+$9.04M	6.02%	3
2020 Q2	–	Sell	-25,996	Closed	-$4.36M	–	56
2020 Q1	$4.36M	Buy	+25,996	New	+$3.84M	3.23%	7

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

Deane Retirement Strategies's EDV Position: Q2 2026 in Review

Deane Retirement Strategies sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 138 shares — an estimated $8.96K sold.

Deane Retirement Strategies first reported a position in EDV in Q1 2020 and held it in 5 quarters. The position peaked at $12.7M in Q1 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Deane Retirement Strategies reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
Deane Retirement Strategies sold 138 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $8.96K.
Deane Retirement Strategies first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 5 quarters.
Deane Retirement Strategies's Vanguard World Funds Extended Duration ETF position peaked at $12.7M in Q1 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.