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
Q2 		– Sell
-240
Closed -$363K – 2829
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

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 40.89% 1-Year Est. Return

Focus Partners Wealth's EDV Position: Q2 2026 in Review

Focus Partners Wealth sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 240 shares — an estimated $363K sold.

Focus Partners Wealth first reported a position in EDV in Q1 2025 and held it in 5 quarters. The position peaked at $528K in Q1 2025. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Focus Partners Wealth reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 240 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $363K.
  • Focus Partners Wealth first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and held it in 5 quarters.
  • Focus Partners Wealth's Vanguard World Funds Extended Duration ETF position peaked at $528K in Q1 2025.
  • 188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.