HCA
EDV icon

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
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

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 40.91% 1-Year Est. Return

Harpswell Capital Advisors's EDV Position: Q2 2026 in Review

Harpswell Capital Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 59% in Q2 2026, selling an estimated $1.01M and leaving 10,825 shares worth $704K. The position accounts for 0.45% of the portfolio, ranked #26.

Harpswell Capital Advisors first reported a position in EDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.13M in Q3 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Harpswell Capital Advisors held 10,825 shares of Vanguard World Funds Extended Duration ETF worth $704K as of Q2 2026.
  • Harpswell Capital Advisors sold 15,864 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $1.01M.
  • Vanguard World Funds Extended Duration ETF made up 0.45% of Harpswell Capital Advisors's portfolio in Q2 2026, its #26 holding.
  • Harpswell Capital Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and has held it in 4 quarters since.
  • Harpswell Capital Advisors's Vanguard World Funds Extended Duration ETF position peaked at $4.13M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Harpswell Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.