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

Kovack 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	$726K	Hold	11,172	–	–	0.04%	479
2025 Q4	$726K	Buy	+11,172	New	+$760K	0.03%	471
2025 Q1	–	Sell	-5,402	Closed	-$366K	–	597
2024 Q4	$366K	Buy	+5,402	New	+$394K	0.04%	391
2021 Q1	–	Sell	-1,910	Closed	-$291K	–	657
2020 Q4	$291K	Buy	1,910 +13	+0.7%	+$2.07K	0.04%	415
2020 Q3	$314K	Buy	+1,897	New	+$320K	0.06%	323

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Kovack Advisors's EDV Position: Q1 2026 in Review

Kovack Advisors held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q1 2026 at 11,172 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #479.

Kovack Advisors first reported a position in EDV in Q3 2020 and has held it in 5 quarters since. The position peaked at $726K in Q4 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Kovack Advisors held 11,172 shares of Vanguard World Funds Extended Duration ETF worth $726K as of Q1 2026.
Kovack Advisors left its Vanguard World Funds Extended Duration ETF share count unchanged in Q1 2026.
Vanguard World Funds Extended Duration ETF made up 0.04% of Kovack Advisors's portfolio in Q1 2026, its #479 holding.
Kovack Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and has held it in 5 quarters since.
Kovack Advisors's Vanguard World Funds Extended Duration ETF position peaked at $726K in Q4 2025.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.