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JFS Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

JFS Wealth Advisors’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 		– Sell
-385
Closed -$25K – 1911
2025
Q4 		$25K Hold
385
– – ﹤0.01% 686
2025
Q3 		$26.4K Hold
385
– – ﹤0.01% 639
2025
Q2 		$25.9K Buy
+385
New +$25.4K ﹤0.01% 604
2020
Q4 		– Sell
-6
Closed -$1K – 588
2020
Q3 		$1K Hold
6
– – ﹤0.01% 532
2020
Q2 		$1K Buy
+6
New +$1K ﹤0.01% 508

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

JFS Wealth Advisors's EDV Position: Q1 2026 in Review

JFS Wealth Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 385 shares — an estimated $25K sold.

JFS Wealth Advisors first reported a position in EDV in Q2 2020 and held it in 5 quarters. The position peaked at $26.4K in Q3 2025. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • JFS Wealth Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • JFS Wealth Advisors sold 385 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $25K.
  • JFS Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2020 and held it in 5 quarters.
  • JFS Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $26.4K in Q3 2025.
  • 185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on JFS Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.