LaSalle St. Investment Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

LaSalle St. Investment 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	–	Sell	-3,298	Closed	-$214K	–	436
2026 Q1	$214K	Sell	3,298 -3,300	-50%	-$218K	0.03%	379
2025 Q4	$428K	Buy	6,598 +778	+13%	+$53K	0.07%	215
2025 Q3	$398K	Hold	5,820	–	–	0.07%	204
2025 Q2	$391K	Hold	5,820	–	–	0.11%	188
2025 Q1	$413K	Sell	5,820 -6,967	-54%	-$482K	0.1%	172
2024 Q4	$865K	Sell	12,787 -27,544	-68%	-$2.01M	0.27%	75
2024 Q3	$3.21M	Buy	40,331 +17,492	+77%	+$1.36M	1.26%	13
2024 Q2	$1.68M	Buy	+22,839	New	+$1.65M	0.84%	24

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 40.91% 1-Year Est. Return

LaSalle St. Investment Advisors's EDV Position: Q2 2026 in Review

LaSalle St. Investment Advisors sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 3,298 shares — an estimated $214K sold.

LaSalle St. Investment Advisors first reported a position in EDV in Q2 2024 and held it in 8 quarters. The position peaked at $3.21M in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

LaSalle St. Investment Advisors reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
LaSalle St. Investment Advisors sold 3,298 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $214K.
LaSalle St. Investment Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and held it in 8 quarters.
LaSalle St. Investment Advisors's Vanguard World Funds Extended Duration ETF position peaked at $3.21M in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.