Howe & Rusling’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Howe & Rusling’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	$13K	Hold	200	–	–	﹤0.01%	420
2025 Q4	$13K	Hold	200	–	–	﹤0.01%	421
2025 Q3	$13.7K	Hold	200	–	–	﹤0.01%	409
2025 Q2	$13.5K	Hold	200	–	–	﹤0.01%	402
2025 Q1	$14.2K	Hold	200	–	–	﹤0.01%	366
2024 Q4	$13.5K	Buy	+200	New	+$14.6K	﹤0.01%	360
2024 Q3	–	Sell	-127	Closed	-$9.31K	–	414
2024 Q2	$9.31K	Buy	+127	New	+$9.19K	﹤0.01%	333
2019 Q1	–	Sell	-50	Closed	-$6K	–	828
2018 Q4	$6K	Hold	50	–	–	﹤0.01%	506
2018 Q3	$5K	Hold	50	–	–	﹤0.01%	599
2018 Q2	$6K	Hold	50	–	–	﹤0.01%	525
2018 Q1	$6K	Buy	+50	New	+$5.66K	﹤0.01%	571

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 $482M AUM 21.95% 1-Year Est. Return

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

Howe & Rusling's EDV Position: Q1 2026 in Review

Howe & Rusling held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q1 2026 at 200 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Howe & Rusling first reported a position in EDV in Q1 2018 and has held it in 11 quarters since. The position peaked at $14.2K in Q1 2025. 183 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Howe & Rusling held 200 shares of Vanguard World Funds Extended Duration ETF worth $13K as of Q1 2026.
Howe & Rusling left its Vanguard World Funds Extended Duration ETF share count unchanged in Q1 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #420 holding.
Howe & Rusling first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2018 and has held it in 11 quarters since.
Howe & Rusling's Vanguard World Funds Extended Duration ETF position peaked at $14.2K in Q1 2025.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.