GIA
EDV icon

Gladstone Institutional Advisory’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Gladstone Institutional Advisory’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 		$1.09M Sell
16,765
-5,271
-24% -$337K 0.03% 398
2026
Q1 		$1.43M Sell
22,036
-2,567
-10% -$170K 0.05% 312
2025
Q4 		$1.6M Sell
24,603
-4,470
-15% -$304K 0.06% 284
2025
Q3 		$1.99M Sell
29,073
-9,685
-25% -$639K 0.08% 247
2025
Q2 		$2.61M Sell
38,758
-14,032
-27% -$928K 0.11% 201
2025
Q1 		$3.75M Sell
52,790
-8,821
-14% -$610K 0.18% 138
2024
Q4 		$4.17M Sell
61,611
-52,041
-46% -$3.8M 0.19% 120
2024
Q3 		$9.06M Sell
113,652
-61,096
-35% -$4.75M 0.44% 54
2024
Q2 		$12.8M Buy
174,748
+3,186
+2% +$231K 0.67% 25
2024
Q1 		$13.1M Sell
171,562
-15,265
-8% -$1.16M 0.72% 24
2023
Q4 		$15.1M Sell
186,827
-21,808
-10% -$1.56M 0.85% 19
2023
Q3 		$14.6M Buy
208,635
+3,046
+1% +$239K 0.95% 17
2023
Q2 		$17.9M Buy
205,589
+92,906
+82% +$8.11M 1.09% 14
2023
Q1 		$10.2M Buy
112,683
+1,990
+2% +$177K 0.66% 25
2022
Q4 		$9.17M Sell
110,693
-35,907
-24% -$3.03M 0.65% 25
2022
Q3 		$12.7M Buy
+146,600
New +$14.3M 0.99% 14

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

Gladstone Institutional Advisory's EDV Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 24% in Q2 2026, selling an estimated $337K and leaving 16,765 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #398.

Gladstone Institutional Advisory first reported a position in EDV in Q3 2022 and has held it in 16 quarters since. The position peaked at $17.9M in Q2 2023. 50 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Gladstone Institutional Advisory held 16,765 shares of Vanguard World Funds Extended Duration ETF worth $1.09M as of Q2 2026.
  • Gladstone Institutional Advisory sold 5,271 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $337K.
  • Vanguard World Funds Extended Duration ETF made up 0.03% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #398 holding.
  • Gladstone Institutional Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and has held it in 16 quarters since.
  • Gladstone Institutional Advisory's Vanguard World Funds Extended Duration ETF position peaked at $17.9M in Q2 2023.
  • 50 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.