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

IEQ Capital’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	$396K	Hold	6,090	–	–	﹤0.01%	1401
2025 Q4	$396K	Buy	6,090 +2,890	+90%	+$197K	﹤0.01%	1430
2025 Q3	$219K	Hold	3,200	–	–	﹤0.01%	1649
2025 Q2	$215K	Hold	3,200	–	–	﹤0.01%	1576
2025 Q1	$228K	Hold	3,200	–	–	﹤0.01%	1315
2024 Q4	$217K	Hold	3,200	–	–	﹤0.01%	1172
2024 Q3	$255K	Hold	3,200	–	–	﹤0.01%	982
2024 Q2	$235K	Hold	3,200	–	–	﹤0.01%	868
2024 Q1	$245K	Hold	3,200	–	–	﹤0.01%	821
2023 Q4	$259K	Buy	+3,200	New	+$229K	﹤0.01%	771
2022 Q2	–	Sell	-2,060	Closed	-$251K	–	809
2022 Q1	$251K	Buy	+2,060	New	+$264K	0.01%	692

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 $1.94B AUM 14.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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 $3.65B AUM 41.88% 1-Year Est. Return

IEQ Capital's EDV Position: Q1 2026 in Review

IEQ Capital held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q1 2026 at 6,090 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

IEQ Capital first reported a position in EDV in Q1 2022 and has held it in 11 quarters since. The position peaked at $396K in Q4 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

IEQ Capital held 6,090 shares of Vanguard World Funds Extended Duration ETF worth $396K as of Q1 2026.
IEQ Capital 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 IEQ Capital's portfolio in Q1 2026, its #1401 holding.
IEQ Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and has held it in 11 quarters since.
IEQ Capital's Vanguard World Funds Extended Duration ETF position peaked at $396K in Q4 2025.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.