Guidance Capital’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Guidance Capital’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	$885K	Buy	14,322 +1,472	+11%	+$94.2K	0.19%	119
2026 Q1	$815K	Buy	+12,850	New	+$849K	0.18%	121
2025 Q2	–	Sell	-3,331	Closed	-$223K	–	205
2025 Q1	$223K	Sell	3,331 -126	-4%	-$8.71K	0.07%	190
2024 Q4	$231K	Sell	3,457 -122	-3%	-$8.9K	0.07%	185
2024 Q3	$267K	Sell	3,579 -92	-3%	-$7.15K	0.08%	165
2024 Q2	$277K	Sell	3,671 -152	-4%	-$11K	0.09%	156
2024 Q1	$267K	Buy	3,823 +140	+4%	+$10.7K	0.1%	155
2023 Q4	$296K	Buy	3,683 +245	+7%	+$17.5K	0.12%	145
2023 Q3	$225K	Buy	3,438 +193	+6%	+$15.2K	0.1%	142
2023 Q2	$252K	Buy	+3,245	New	+$283K	0.11%	136

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 40.91% 1-Year Est. Return

Guidance Capital's EDV Position: Q2 2026 in Review

Guidance Capital increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 11% in Q2 2026, buying an estimated $94.2K and bringing the position to 14,322 shares worth $885K. The position accounts for 0.19% of the portfolio, ranked #119.

Guidance Capital first reported a position in EDV in Q2 2023 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Guidance Capital held 14,322 shares of Vanguard World Funds Extended Duration ETF worth $885K as of Q2 2026.
Guidance Capital bought 1,472 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $94.2K.
Vanguard World Funds Extended Duration ETF made up 0.19% of Guidance Capital's portfolio in Q2 2026, its #119 holding.
Guidance Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and has held it in 10 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Guidance Capital's 13F filing for Q2 2026, filed 20 Jul 2026.