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

Institute for 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	$7.98M	Buy	122,588 +79,101	+182%	+$5.06M	0.7%	26
2026 Q1	$2.82M	Buy	43,487 +35,065	+416%	+$2.32M	0.3%	75
2025 Q4	$548K	Hold	8,422	–	–	0.06%	293
2025 Q3	$576K	Buy	8,422 +774	+10%	+$51.1K	0.06%	296
2025 Q2	$515K	Buy	+7,648	New	+$506K	0.06%	309
2024 Q4	–	Sell	-10,799	Closed	-$860K	–	528
2024 Q3	$860K	Hold	10,799	–	–	0.11%	202
2024 Q2	$793K	Buy	10,799 +1,447	+15%	+$105K	0.11%	202
2024 Q1	$716K	Sell	9,352 -231	-2%	-$17.6K	0.09%	220
2023 Q4	$777K	Buy	9,583 +3,109	+48%	+$222K	0.13%	189
2023 Q3	$453K	Buy	+6,474	New	+$509K	0.08%	277

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

Institute for Wealth Management's EDV Position: Q2 2026 in Review

Institute for Wealth Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 182% in Q2 2026, buying an estimated $5.06M and bringing the position to 122,588 shares worth $7.98M. The position accounts for 0.7% of the portfolio, ranked #26.

Institute for Wealth Management first reported a position in EDV in Q3 2023 and has held it in 10 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Institute for Wealth Management held 122,588 shares of Vanguard World Funds Extended Duration ETF worth $7.98M as of Q2 2026.
Institute for Wealth Management bought 79,101 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $5.06M.
Vanguard World Funds Extended Duration ETF made up 0.7% of Institute for Wealth Management's portfolio in Q2 2026, its #26 holding.
Institute for Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and has held it in 10 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.