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 Q2	$299K	Sell	4,590 -1,500	-25%	-$95.9K	﹤0.01%	1645
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

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 40.89% 1-Year Est. Return

IEQ Capital's EDV Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 25% in Q2 2026, selling an estimated $95.9K and leaving 4,590 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

IEQ Capital first reported a position in EDV in Q1 2022 and has held it in 12 quarters since. The position peaked at $396K in Q4 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

IEQ Capital held 4,590 shares of Vanguard World Funds Extended Duration ETF worth $299K as of Q2 2026.
IEQ Capital sold 1,500 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $95.9K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1645 holding.
IEQ Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and has held it in 12 quarters since.
IEQ Capital's Vanguard World Funds Extended Duration ETF position peaked at $396K in Q4 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.