Johnson & White Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Johnson & White 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	$743K	Sell	11,413 -2,969	-21%	-$190K	0.28%	66
2026 Q1	$934K	Sell	14,382 -2,807	-16%	-$186K	0.4%	53
2025 Q4	$1.12M	Sell	17,189 -11,668	-40%	-$794K	0.49%	45
2025 Q3	$1.98M	Sell	28,857 -15,134	-34%	-$999K	0.9%	27
2025 Q2	$2.96M	Sell	43,991 -4,634	-10%	-$306K	1.49%	20
2025 Q1	$3.46M	Sell	48,625 -7,033	-13%	-$486K	1.94%	16
2024 Q4	$3.77M	Buy	+55,658	New	+$4.06M	2.28%	16
2024 Q2	–	Sell	-36,556	Closed	-$2.8M	–	56
2024 Q1	$2.8M	Buy	36,556 +6,883	+23%	+$524K	2.04%	16
2023 Q4	$2.4M	Buy	29,673 +964	+3%	+$69K	1.99%	16
2023 Q3	$2.01M	Buy	+28,709	New	+$2.26M	1.82%	16
2023 Q2	–	Sell	-26,920	Closed	-$2.44M	–	44
2023 Q1	$2.44M	Buy	+26,920	New	+$2.39M	2.17%	14
2022 Q4	–	Sell	-21,917	Closed	-$1.9M	–	89
2022 Q3	$1.9M	Buy	+21,917	New	+$2.13M	2.14%	15

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

Johnson & White Wealth Management's EDV Position: Q2 2026 in Review

Johnson & White Wealth Management reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 21% in Q2 2026, selling an estimated $190K and leaving 11,413 shares worth $743K. The position accounts for 0.28% of the portfolio, ranked #66.

Johnson & White Wealth Management first reported a position in EDV in Q3 2022 and has held it in 12 quarters since. The position peaked at $3.77M in Q4 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Johnson & White Wealth Management held 11,413 shares of Vanguard World Funds Extended Duration ETF worth $743K as of Q2 2026.
Johnson & White Wealth Management sold 2,969 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $190K.
Vanguard World Funds Extended Duration ETF made up 0.28% of Johnson & White Wealth Management's portfolio in Q2 2026, its #66 holding.
Johnson & White Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2022 and has held it in 12 quarters since.
Johnson & White Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $3.77M in Q4 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Johnson & White Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.