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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
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

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
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
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
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

Leading Edge Financial Planning's EDV Position: Q1 2026 in Review

Leading Edge Financial Planning increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 5.6% in Q1 2026, buying an estimated $28.6K and bringing the position to 8,191 shares worth $532K. The position accounts for 0.11% of the portfolio, ranked #38.

Leading Edge Financial Planning first reported a position in EDV in Q1 2023 and has held it in 13 quarters since. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Leading Edge Financial Planning held 8,191 shares of Vanguard World Funds Extended Duration ETF worth $532K as of Q1 2026.
  • Leading Edge Financial Planning bought 432 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $28.6K.
  • Vanguard World Funds Extended Duration ETF made up 0.11% of Leading Edge Financial Planning's portfolio in Q1 2026, its #38 holding.
  • Leading Edge Financial Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2023 and has held it in 13 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Leading Edge Financial Planning's 13F filing for Q1 2026, filed 12 May 2026.