Dynamic Advisor Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Dynamic Advisor Solutions’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	-4,573	Closed	-$297K	–	1057
2026 Q1	$297K	Sell	4,573 -2,650	-37%	-$175K	0.01%	805
2025 Q4	$470K	Sell	7,223 -810	-10%	-$55.1K	0.02%	644
2025 Q3	$550K	Sell	8,033 -1,798	-18%	-$119K	0.02%	602
2025 Q2	$662K	Sell	9,831 -2,424	-20%	-$160K	0.02%	543
2025 Q1	$871K	Buy	+12,255	New	+$847K	0.03%	455
2024 Q4	–	Sell	-16,068	Closed	-$1.28M	–	704
2024 Q3	$1.28M	Buy	16,068 +1,500	+10%	+$117K	0.04%	392
2024 Q2	$1.07M	Buy	14,568 +4,090	+39%	+$296K	0.03%	439
2024 Q1	$803K	Buy	+10,478	New	+$797K	0.03%	487

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 40.91% 1-Year Est. Return

Dynamic Advisor Solutions's EDV Position: Q2 2026 in Review

Dynamic Advisor Solutions sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 4,573 shares — an estimated $297K sold.

Dynamic Advisor Solutions first reported a position in EDV in Q1 2024 and held it in 8 quarters. The position peaked at $1.28M in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Dynamic Advisor Solutions reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
Dynamic Advisor Solutions sold 4,573 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $297K.
Dynamic Advisor Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 8 quarters.
Dynamic Advisor Solutions's Vanguard World Funds Extended Duration ETF position peaked at $1.28M in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.