GRP
EDV icon

Global Retirement Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Global Retirement 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
Q2 		$132K Buy
+2,025
New +$130K ﹤0.01% 1865
2025
Q4 		$133K Buy
2,048
+87
+4% +$5.92K ﹤0.01% 1727
2025
Q3 		$134K Buy
1,961
+149
+8% +$9.84K ﹤0.01% 1372
2025
Q2 		$122K Buy
+1,812
New +$120K ﹤0.01% 1328
2024
Q4 		$131K Buy
1,937
+208
+12% +$15.2K ﹤0.01% 1141
2024
Q3 		$138K Buy
1,729
+138
+9% +$10.7K ﹤0.01% 1079
2024
Q2 		$117K Buy
1,591
+133
+9% +$9.62K ﹤0.01% 1116
2024
Q1 		$112K Buy
1,458
+400
+38% +$30.4K ﹤0.01% 1030
2023
Q4 		$80.2K Buy
1,058
+1,036
+4,709% +$74.1K ﹤0.01% 1157
2023
Q3 		$1.5K Hold
22
– – ﹤0.01% 2645
2023
Q2 		$1.94K Hold
22
– – ﹤0.01% 2561
2023
Q1 		$2K Sell
22
-75
-77% -$6.66K ﹤0.01% 2507
2022
Q4 		$8.05K Sell
97
-16
-14% -$1.35K ﹤0.01% 1858
2022
Q3 		$9K Buy
113
+38
+51% +$3.7K ﹤0.01% 1713
2022
Q2 		$8K Hold
75
– – ﹤0.01% 1719
2022
Q1 		$8K Hold
75
– – ﹤0.01% 1702
2021
Q4 		$11K Hold
75
– – 0.01% 145
2021
Q3 		$10K Hold
75
– – ﹤0.01% 1417
2021
Q2 		$10K Hold
75
– – ﹤0.01% 1374
2021
Q1 		$9K Hold
75
– – ﹤0.01% 1314
2020
Q4 		$11K Hold
75
– – ﹤0.01% 1225
2020
Q3 		$12K Hold
75
– – ﹤0.01% 1083
2020
Q2 		$12K Hold
75
– – ﹤0.01% 1060
2020
Q1 		$13K Hold
75
– – ﹤0.01% 937
2019
Q4 		$10K Buy
+75
New +$10.2K ﹤0.01% 1147

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

Global Retirement Partners's EDV Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 2,025 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1865 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EDV as recently as Q4 2025.

Global Retirement Partners first reported a position in EDV in Q4 2019 and has held it in 25 quarters since. The position peaked at $138K in Q3 2024. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Global Retirement Partners held 2,025 shares of Vanguard World Funds Extended Duration ETF worth $132K as of Q2 2026.
  • Vanguard World Funds Extended Duration ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1865 holding.
  • Global Retirement Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2019 and has held it in 25 quarters since.
  • Global Retirement Partners's Vanguard World Funds Extended Duration ETF position peaked at $138K in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.