Koshinski Asset Management
EDV icon

Koshinski Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Koshinski Asset 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 		$348K Hold
5,354
– – 0.02% 557
2026
Q1 		$348K Sell
5,354
-424
-7% -$28K 0.02% 536
2025
Q4 		$376K Hold
5,778
– – 0.02% 499
2025
Q3 		$396K Hold
5,778
– – 0.03% 484
2025
Q2 		$389K Hold
5,778
– – 0.03% 459
2025
Q1 		$411K Sell
5,778
-717
-11% -$49.6K 0.03% 413
2024
Q4 		$440K Sell
6,495
-4,365
-40% -$318K 0.04% 398
2024
Q3 		$865K Buy
10,860
+890
+9% +$69.2K 0.07% 272
2024
Q2 		$730K Buy
9,970
+1,291
+15% +$93.4K 0.07% 271
2024
Q1 		$665K Buy
+8,679
New +$661K 0.07% 277
2023
Q4 		– Sell
-7,747
Closed -$543K – 534
2023
Q3 		$543K Sell
7,747
-739
-9% -$58.1K 0.06% 304
2023
Q2 		$739K Buy
+8,486
New +$740K 0.08% 255
2023
Q1 		– Sell
-10,492
Closed -$869K – 571
2022
Q4 		$869K Sell
10,492
-246
-2% -$20.7K 0.08% 254
2022
Q3 		$931K Hold
10,738
– – 0.11% 211
2022
Q2 		$1.07M Sell
10,738
-418
-4% -$43.5K 0.11% 220
2022
Q1 		$1.36M Buy
11,156
+10,621
+1,985% +$1.36M 0.11% 190
2021
Q4 		$74.9K Buy
535
+413
+339% +$57.6K 0.01% 959
2021
Q3 		$16.5K Buy
+122
New +$17.1K ﹤0.01% 1521
2020
Q4 		– Sell
-1,299
Closed -$210K – 550
2020
Q3 		$210K Buy
+1,299
New +$219K 0.03% 467
2019
Q4 		– Sell
-5,862
Closed -$828K – 511
2019
Q3 		$828K Buy
+5,862
New +$798K 0.57% 59

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 40.91% 1-Year Est. Return

Koshinski Asset Management's EDV Position: Q2 2026 in Review

Koshinski Asset Management held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 5,354 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #557.

Koshinski Asset Management first reported a position in EDV in Q3 2019 and has held it in 20 quarters since. The position peaked at $1.36M in Q1 2022. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Koshinski Asset Management held 5,354 shares of Vanguard World Funds Extended Duration ETF worth $348K as of Q2 2026.
  • Koshinski Asset Management left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up 0.02% of Koshinski Asset Management's portfolio in Q2 2026, its #557 holding.
  • Koshinski Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2019 and has held it in 20 quarters since.
  • Koshinski Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $1.36M in Q1 2022.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.