Lloyd Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Lloyd Advisory Services’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	$459	Buy	+7	New	+$448	﹤0.01%	593
2026 Q1	–	Sell	-11	Closed	-$745	–	899
2025 Q4	$745	Buy	+11	New	+$749	﹤0.01%	500
2024 Q3	–	Sell	-40,006	Closed	-$2.94M	–	101
2024 Q2	$2.94M	Buy	40,006 +23,576	+143%	+$1.71M	1.38%	18
2024 Q1	$1.75M	Sell	16,430 -54,605	-77%	-$4.16M	0.37%	37
2023 Q4	$5.76M	Buy	+71,035	New	+$5.08M	2.73%	9
2022 Q4	–	Sell	-6,175	Closed	-$535K	–	48
2022 Q3	$535K	Buy	+6,175	New	+$601K	0.39%	33
2021 Q1	–	Sell	-61	Closed	-$9K	–	384
2020 Q4	$9K	Buy	+61	New	+$9.7K	﹤0.01%	206

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

Lloyd Advisory Services's EDV Position: Q2 2026 in Review

Lloyd Advisory Services opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 7 shares worth $459. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in EDV as recently as Q4 2025.

Lloyd Advisory Services first reported a position in EDV in Q4 2020 and has held it in 7 quarters since. The position peaked at $5.76M in Q4 2023. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Lloyd Advisory Services held 7 shares of Vanguard World Funds Extended Duration ETF worth $459 as of Q2 2026.
Vanguard World Funds Extended Duration ETF was a new Lloyd Advisory Services position in Q2 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #593 holding.
Lloyd Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and has held it in 7 quarters since.
Lloyd Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $5.76M in Q4 2023.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.