FPCP
EDV icon

Fort Point Capital Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Fort Point Capital Partners’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 		– Sell
-4,659
Closed -$309K – 231
2025
Q4 		$309K Sell
4,659
-10,315
-69% -$702K 0.03% 194
2025
Q3 		$1.02M Sell
14,974
-10,868
-42% -$718K 0.12% 104
2025
Q2 		$1.74M Sell
25,842
-58,014
-69% -$3.83M 0.13% 102
2025
Q1 		$5.96M Buy
83,856
+61,917
+282% +$4.28M 0.66% 38
2024
Q4 		$1.49M Sell
21,939
-5,248
-19% -$383K 0.16% 96
2024
Q3 		$2.17M Sell
27,187
-329
-1% -$25.6K 0.27% 64
2024
Q2 		$2.02M Sell
27,516
-16,400
-37% -$1.19M 0.26% 68
2024
Q1 		$3.36M Buy
43,916
+41,022
+1,417% +$3.12M 0.45% 42
2023
Q4 		$234K Sell
2,894
-1,694
-37% -$121K 0.03% 268
2023
Q3 		$321K Buy
4,588
+1,523
+50% +$120K 0.05% 202
2023
Q2 		$267K Hold
3,065
– – 0.04% 230
2023
Q1 		$278K Sell
3,065
-63
-2% -$5.59K 0.04% 227
2022
Q4 		$259K Sell
3,128
-9,073
-74% -$765K 0.04% 223
2022
Q3 		$1.06M Buy
12,201
+2,948
+32% +$287K 0.18% 96
2022
Q2 		$927K Buy
+9,253
New +$962K 0.15% 106

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 $3.65B AUM 41.88% 1-Year Est. Return

Fort Point Capital Partners's EDV Position: Q1 2026 in Review

Fort Point Capital Partners sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 4,659 shares — an estimated $309K sold.

Fort Point Capital Partners first reported a position in EDV in Q2 2022 and held it in 15 quarters. The position peaked at $5.96M in Q1 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Fort Point Capital Partners reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Fort Point Capital Partners sold 4,659 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $309K.
  • Fort Point Capital Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2022 and held it in 15 quarters.
  • Fort Point Capital Partners's Vanguard World Funds Extended Duration ETF position peaked at $5.96M in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Fort Point Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.