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 Q2	$791K	Buy	12,172 +1,000	+9%	+$64K	0.04%	462
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

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 40.89% 1-Year Est. Return

Kovack Advisors's EDV Position: Q2 2026 in Review

Kovack Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 9% in Q2 2026, buying an estimated $64K and bringing the position to 12,172 shares worth $791K. The position accounts for 0.04% of the portfolio, ranked #462.

Kovack Advisors first reported a position in EDV in Q3 2020 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Kovack Advisors held 12,172 shares of Vanguard World Funds Extended Duration ETF worth $791K as of Q2 2026.
Kovack Advisors bought 1,000 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $64K.
Vanguard World Funds Extended Duration ETF made up 0.04% of Kovack Advisors's portfolio in Q2 2026, its #462 holding.
Kovack Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2020 and has held it in 6 quarters since.
188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.