Harvest Portfolios Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Harvest Portfolios Group’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	$14.4M	Sell	221,743 -104,706	-32%	-$6.7M	0.2%	83
2026 Q1	$21.2M	Sell	326,449 -56,660	-15%	-$3.75M	0.35%	76
2025 Q4	$24.9M	Sell	383,109 -100,936	-21%	-$6.87M	0.43%	59
2025 Q3	$33.1M	Sell	484,045 -56,275	-10%	-$3.72M	0.61%	42
2025 Q2	$36.4M	Sell	540,320 -29,022	-5%	-$1.92M	0.85%	39
2025 Q1	$40.5M	Buy	569,342 +31,428	+6%	+$2.17M	1.2%	32
2024 Q4	$36.4M	Buy	537,914 +268,638	+100%	+$19.6M	1.21%	32
2024 Q3	$21.5M	Buy	269,276 +74,834	+38%	+$5.82M	0.71%	47
2024 Q2	$14.3M	Buy	+194,442	New	+$14.1M	0.55%	56
2023 Q4	–	Sell	-4,797	Closed	-$336K	–	219
2023 Q3	$336K	Buy	+4,797	New	+$377K	0.02%	192

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

Harvest Portfolios Group's EDV Position: Q2 2026 in Review

Harvest Portfolios Group reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 32% in Q2 2026, selling an estimated $6.7M and leaving 221,743 shares worth $14.4M. The position accounts for 0.2% of the portfolio, ranked #83.

Harvest Portfolios Group first reported a position in EDV in Q3 2023 and has held it in 10 quarters since. The position peaked at $40.5M in Q1 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Harvest Portfolios Group held 221,743 shares of Vanguard World Funds Extended Duration ETF worth $14.4M as of Q2 2026.
Harvest Portfolios Group sold 104,706 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $6.7M.
Vanguard World Funds Extended Duration ETF made up 0.2% of Harvest Portfolios Group's portfolio in Q2 2026, its #83 holding.
Harvest Portfolios Group first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and has held it in 10 quarters since.
Harvest Portfolios Group's Vanguard World Funds Extended Duration ETF position peaked at $40.5M in Q1 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.