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Kestra Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Kestra Advisory Services’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
-1,569
Closed -$102K – 3455
2025
Q4 		$102K Buy
+1,569
New +$107K ﹤0.01% 3405
2025
Q2 		– Sell
-2,784
Closed -$198K – 2872
2025
Q1 		$198K Sell
2,784
-327
-11% -$22.6K ﹤0.01% 2481
2024
Q4 		$211K Sell
3,111
-750
-19% -$54.7K ﹤0.01% 2457
2024
Q3 		$308K Buy
+3,861
New +$300K ﹤0.01% 2068
2023
Q4 		– Sell
-4,894
Closed -$343K – 2293
2023
Q3 		$343K Sell
4,894
-13,474
-73% -$1.06M ﹤0.01% 1580
2023
Q2 		$1.6M Sell
18,368
-1,366
-7% -$119K 0.02% 768
2023
Q1 		$1.79M Buy
19,734
+11,631
+144% +$1.03M 0.02% 694
2022
Q4 		$671K Buy
8,103
+2,403
+42% +$202K 0.01% 1236
2022
Q3 		$494K Buy
5,700
+99
+2% +$9.63K 0.01% 1323
2022
Q2 		$561K Buy
5,601
+3,684
+192% +$383K 0.01% 1264
2022
Q1 		$233K Sell
1,917
-921
-32% -$118K ﹤0.01% 1749
2021
Q4 		$397K Sell
2,838
-495
-15% -$69K ﹤0.01% 1436
2021
Q3 		$452K Buy
3,333
+338
+11% +$47.5K ﹤0.01% 1444
2021
Q2 		$405K Sell
2,995
-5,867
-66% -$760K ﹤0.01% 1394
2021
Q1 		$1.11M Sell
8,862
-1,586
-15% -$216K 0.01% 818
2020
Q4 		$1.59M Buy
10,448
+10,323
+8,258% +$1.64M 0.02% 680
2020
Q3 		$1.37M Buy
+125
New +$21.1K 0.03% 533

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

Kestra Advisory Services's EDV Position: Q1 2026 in Review

Kestra Advisory Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 1,569 shares — an estimated $102K sold.

Kestra Advisory Services first reported a position in EDV in Q3 2020 and held it in 17 quarters. The position peaked at $1.79M in Q1 2023. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Kestra Advisory Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,569 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $102K.
  • Kestra Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and held it in 17 quarters.
  • Kestra Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $1.79M in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.