Hershey Financial Advisers’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Hershey Financial Advisers’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 Q1	$265K	Sell	4,084 -1,864	-31%	-$123K	0.23%	76
2025 Q4	$387K	Buy	+5,948	New	+$405K	0.33%	73
2024 Q2	$289K	Buy	+3,936	New	+$285K	0.26%	51

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Hershey Financial Advisers's EDV Position: Q1 2026 in Review

Hershey Financial Advisers reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 31% in Q1 2026, selling an estimated $123K and leaving 4,084 shares worth $265K. The position accounts for 0.23% of the portfolio, ranked #76.

Hershey Financial Advisers first reported a position in EDV in Q2 2024 and has held it in 3 quarters since. The position peaked at $387K in Q4 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Hershey Financial Advisers held 4,084 shares of Vanguard World Funds Extended Duration ETF worth $265K as of Q1 2026.
Hershey Financial Advisers sold 1,864 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $123K.
Vanguard World Funds Extended Duration ETF made up 0.23% of Hershey Financial Advisers's portfolio in Q1 2026, its #76 holding.
Hershey Financial Advisers first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 3 quarters since.
Hershey Financial Advisers's Vanguard World Funds Extended Duration ETF position peaked at $387K in Q4 2025.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.