FWL Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

FWL Investment Management’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	$395K	Buy	6,064 +1,136	+23%	+$72.7K	0.07%	88
2026 Q1	$320K	Buy	4,928 +167	+4%	+$11K	0.07%	89
2025 Q4	$310K	Buy	4,761 +792	+20%	+$53.9K	0.07%	70
2025 Q3	$272K	Buy	3,969 +664	+20%	+$43.8K	0.07%	74
2025 Q2	$222K	Sell	3,305 -610	-16%	-$40.3K	0.07%	83
2025 Q1	$278K	Sell	3,915 -56	-1%	-$3.87K	0.1%	69
2024 Q4	$269K	Sell	3,971 -1,652	-29%	-$120K	0.1%	70
2024 Q3	$448K	Buy	5,623 +906	+19%	+$70.4K	0.17%	60
2024 Q2	$346K	Buy	+4,717	New	+$341K	0.17%	41

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

FWL Investment Management's EDV Position: Q2 2026 in Review

FWL Investment Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 23% in Q2 2026, buying an estimated $72.7K and bringing the position to 6,064 shares worth $395K. The position accounts for 0.07% of the portfolio, ranked #88.

FWL Investment Management first reported a position in EDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

FWL Investment Management held 6,064 shares of Vanguard World Funds Extended Duration ETF worth $395K as of Q2 2026.
FWL Investment Management bought 1,136 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $72.7K.
Vanguard World Funds Extended Duration ETF made up 0.07% of FWL Investment Management's portfolio in Q2 2026, its #88 holding.
FWL Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 9 quarters since.
FWL Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $448K in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.