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Leading Edge Financial Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Leading Edge Financial Planning’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 		$619K Buy
9,509
+1,318
+16% +$84.3K 0.11% 37
2026
Q1 		$532K Buy
8,191
+432
+6% +$28.6K 0.11% 38
2025
Q4 		$504K Buy
7,759
+568
+8% +$38.7K 0.11% 36
2025
Q3 		$492K Sell
7,191
-278
-4% -$18.4K 0.12% 37
2025
Q2 		$503K Buy
7,469
+834
+13% +$55.1K 0.14% 36
2025
Q1 		$472K Sell
6,635
-35
-0.5% -$2.42K 0.15% 35
2024
Q4 		$452K Buy
6,670
+468
+8% +$34.1K 0.15% 37
2024
Q3 		$494K Sell
6,202
-509
-8% -$39.6K 0.17% 35
2024
Q2 		$493K Buy
6,711
+360
+6% +$26K 0.2% 33
2024
Q1 		$487K Buy
6,351
+963
+18% +$73.3K 0.22% 31
2023
Q4 		$437K Buy
5,388
+1,112
+26% +$79.6K 0.23% 33
2023
Q3 		$299K Buy
4,276
+1,202
+39% +$94.5K 0.19% 52
2023
Q2 		$268K Buy
3,074
+248
+9% +$21.6K 0.18% 52
2023
Q1 		$256K Buy
+2,826
New +$251K 0.19% 57

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 40.89% 1-Year Est. Return

Leading Edge Financial Planning's EDV Position: Q2 2026 in Review

Leading Edge Financial Planning increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 16% in Q2 2026, buying an estimated $84.3K and bringing the position to 9,509 shares worth $619K. The position accounts for 0.11% of the portfolio, ranked #37.

Leading Edge Financial Planning first reported a position in EDV in Q1 2023 and has held it in 14 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Leading Edge Financial Planning held 9,509 shares of Vanguard World Funds Extended Duration ETF worth $619K as of Q2 2026.
  • Leading Edge Financial Planning bought 1,318 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $84.3K.
  • Vanguard World Funds Extended Duration ETF made up 0.11% of Leading Edge Financial Planning's portfolio in Q2 2026, its #37 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and has held it in 14 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.