Focus Partners Wealth
EDV icon

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

Focus Partners 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
Q1 		$363K Sell
240
-7,386
-97% -$488K ﹤0.01% 2084
2025
Q4 		$521K Buy
7,626
+226
+3% +$15.4K ﹤0.01% 1934
2025
Q3 		$507K Sell
7,400
-27
-0.4% -$1.78K ﹤0.01% 1608
2025
Q2 		$500K Hold
7,427
– – ﹤0.01% 1443
2025
Q1 		$528K Buy
+7,427
New +$514K ﹤0.01% 1325

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Focus Partners Wealth's EDV Position: Q1 2026 in Review

Focus Partners Wealth reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 97% in Q1 2026, selling an estimated $488K and leaving 240 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Focus Partners Wealth first reported a position in EDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $528K in Q1 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Focus Partners Wealth held 240 shares of Vanguard World Funds Extended Duration ETF worth $363K as of Q1 2026.
  • Focus Partners Wealth sold 7,386 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $488K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2084 holding.
  • Focus Partners Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Vanguard World Funds Extended Duration ETF position peaked at $528K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.