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

Harpswell Capital Advisors’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
Q3 		– Sell
-10,825
Closed -$704K – 46
2026
Q2 		$704K Sell
10,825
-15,864
-59% -$1.01M 0.45% 26
2026
Q1 		$1.73M Sell
26,689
-13,375
-33% -$884K 1.29% 15
2025
Q4 		$2.6M Sell
40,064
-20,325
-34% -$1.38M 2.06% 11
2025
Q3 		$4.13M Buy
+60,389
New +$3.99M 3.94% 6

Other funds holding EDV

CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FA
Freestate Advisors Overland Park, Kansas $130M AUM 7% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Harpswell Capital Advisors's EDV Position: Q3 2026 in Review

Harpswell Capital Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2026, closing a stake of 10,825 shares — an estimated $704K sold.

Harpswell Capital Advisors first reported a position in EDV in Q3 2025 and held it in 4 quarters. The position peaked at $4.13M in Q3 2025. 8 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

  • Harpswell Capital Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2026 after selling out during the quarter.
  • Harpswell Capital Advisors sold 10,825 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $704K.
  • Harpswell Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and held it in 4 quarters.
  • Harpswell Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $4.13M in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on Harpswell Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.