IHT Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

IHT Wealth Management’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	$277K	Sell	4,256 -14,455	-77%	-$925K	0.01%	1041
2026 Q1	$1.22M	Sell	18,711 -1,791	-9%	-$118K	0.03%	509
2025 Q4	$1.33M	Sell	20,502 -3,719	-15%	-$253K	0.03%	458
2025 Q3	$1.66M	Sell	24,221 -9,875	-29%	-$652K	0.04%	377
2025 Q2	$2.29M	Sell	34,096 -15,636	-31%	-$1.03M	0.06%	293
2025 Q1	$3.54M	Sell	49,732 -5,728	-10%	-$396K	0.11%	187
2024 Q4	$3.76M	Buy	55,460 +41,980	+311%	+$3.06M	0.12%	164
2024 Q3	$1.07M	Sell	13,480 -2,779	-17%	-$216K	0.03%	481
2024 Q2	$1.19M	Buy	+16,259	New	+$1.18M	0.04%	376
2023 Q4	–	Sell	-29,232	Closed	-$2.05M	–	994
2023 Q3	$2.05M	Buy	+29,232	New	+$2.3M	0.1%	193

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

IHT Wealth Management's EDV Position: Q2 2026 in Review

IHT Wealth Management reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 77% in Q2 2026, selling an estimated $925K and leaving 4,256 shares worth $277K. The position accounts for 0.01% of the portfolio, ranked #1041.

IHT Wealth Management first reported a position in EDV in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.76M in Q4 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

IHT Wealth Management held 4,256 shares of Vanguard World Funds Extended Duration ETF worth $277K as of Q2 2026.
IHT Wealth Management sold 14,455 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $925K.
Vanguard World Funds Extended Duration ETF made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1041 holding.
IHT Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and has held it in 10 quarters since.
IHT Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $3.76M in Q4 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.