H&H Retirement Design & Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

H&H Retirement Design & 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	$13.3M	Buy	221,145 +39,455	+22%	+$2.52M	6.05%	2
2026 Q1	$11.5M	Buy	181,690 +27,017	+17%	+$1.79M	5.43%	2
2025 Q4	$9.98M	Sell	154,673 -33,672	-18%	-$2.29M	5.08%	2
2025 Q3	$12.9M	Buy	188,345 +5,606	+3%	+$370K	6.85%	2
2025 Q2	$11.7M	Buy	182,739 +20,355	+13%	+$1.35M	6.43%	2
2025 Q1	$10.5M	Sell	162,384 -734	-0.4%	-$50.8K	6.97%	2
2024 Q4	$11.4M	Sell	163,118 -5,857	-3%	-$427K	6.91%	2
2024 Q3	$12.8M	Buy	168,975 +6,879	+4%	+$535K	7.55%	2
2024 Q2	$11.9M	Buy	162,096 +1,294	+0.8%	+$93.6K	7.34%	2
2024 Q1	$11.2M	Sell	160,802 -29,080	-15%	-$2.21M	7.41%	2
2023 Q4	$14.3M	Buy	+189,882	New	+$13.6M	9.03%	2

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

H&H Retirement Design & Management's EDV Position: Q2 2026 in Review

H&H Retirement Design & Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 22% in Q2 2026, buying an estimated $2.52M and bringing the position to 221,145 shares worth $13.3M. The position accounts for 6.05% of the portfolio, ranked #2.

H&H Retirement Design & Management first reported a position in EDV in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.3M in Q4 2023. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

H&H Retirement Design & Management held 221,145 shares of Vanguard World Funds Extended Duration ETF worth $13.3M as of Q2 2026.
H&H Retirement Design & Management bought 39,455 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $2.52M.
Vanguard World Funds Extended Duration ETF made up 6.05% of H&H Retirement Design & Management's portfolio in Q2 2026, its #2 holding.
H&H Retirement Design & Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and has held it in 11 quarters since.
H&H Retirement Design & Management's Vanguard World Funds Extended Duration ETF position peaked at $14.3M in Q4 2023.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.