Jones Financial Companies
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Jones Financial Companies’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Jones Financial Companies’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 		$2.55M Buy
38,582
+9,852
+34% +$630K ﹤0.01% 1471
2026
Q1 		$1.84M Sell
28,730
-1,240
-4% -$82K ﹤0.01% 1465
2025
Q4 		$1.95M Buy
29,970
+8,218
+38% +$559K ﹤0.01% 963
2025
Q3 		$1.48M Buy
21,752
+2,321
+12% +$153K ﹤0.01% 977
2025
Q2 		$1.29M Sell
19,431
-553
-3% -$36.6K ﹤0.01% 911
2025
Q1 		$1.4M Sell
19,984
-5,293
-21% -$366K ﹤0.01% 747
2024
Q4 		$1.71M Buy
25,277
+11,403
+82% +$832K ﹤0.01% 601
2024
Q3 		$1.11M Buy
13,874
+9,394
+210% +$730K ﹤0.01% 583
2024
Q2 		$329K Buy
4,480
+3,099
+224% +$224K ﹤0.01% 665
2024
Q1 		$106K Buy
+1,381
New +$105K ﹤0.01% 579

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Jones Financial Companies's EDV Position: Q2 2026 in Review

Jones Financial Companies increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 34% in Q2 2026, buying an estimated $630K and bringing the position to 38,582 shares worth $2.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1471.

Jones Financial Companies first reported a position in EDV in Q1 2024 and has held it in 10 quarters since. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Jones Financial Companies held 38,582 shares of Vanguard World Funds Extended Duration ETF worth $2.55M as of Q2 2026.
  • Jones Financial Companies bought 9,852 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $630K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1471 holding.
  • Jones Financial Companies first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and has held it in 10 quarters since.
  • 188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.