LPL Financial
EDV icon

LPL Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

LPL Financial’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 		$54.1M Sell
830,743
-24,683
-3% -$1.58M 0.01% 970
2026
Q1 		$55.6M Sell
855,426
-36,992
-4% -$2.45M 0.01% 863
2025
Q4 		$58M Buy
892,418
+961
+0.1% +$65.4K 0.02% 808
2025
Q3 		$61M Buy
891,457
+32,363
+4% +$2.14M 0.02% 747
2025
Q2 		$57.8M Buy
859,094
+21,014
+3% +$1.39M 0.02% 696
2025
Q1 		$59.6M Buy
838,080
+187,835
+29% +$13M 0.02% 618
2024
Q4 		$44M Buy
650,245
+53,085
+9% +$3.87M 0.02% 713
2024
Q3 		$47.6M Buy
597,160
+260,999
+78% +$20.3M 0.02% 639
2024
Q2 		$24.7M Buy
336,161
+3,658
+1% +$265K 0.01% 870
2024
Q1 		$25.5M Buy
332,503
+119,713
+56% +$9.11M 0.01% 832
2023
Q4 		$17.2M Buy
212,790
+68,529
+48% +$4.9M 0.01% 948
2023
Q3 		$10.1M Buy
144,261
+24,468
+20% +$1.92M 0.01% 1155
2023
Q2 		$10.4M Sell
119,793
-65,663
-35% -$5.73M 0.01% 1112
2023
Q1 		$16.8M Buy
185,456
+87,589
+89% +$7.77M 0.01% 835
2022
Q4 		$8.11M Buy
97,867
+12,791
+15% +$1.08M 0.01% 1157
2022
Q3 		$7.38M Sell
85,076
-14,904
-15% -$1.45M 0.01% 1119
2022
Q2 		$10M Sell
99,980
-46,871
-32% -$4.87M 0.01% 965
2022
Q1 		$17.9M Buy
146,851
+46,864
+47% +$6M 0.02% 717
2021
Q4 		$14M Buy
99,987
+19,252
+24% +$2.68M 0.01% 834
2021
Q3 		$10.9M Buy
80,735
+16,541
+26% +$2.32M 0.01% 906
2021
Q2 		$8.69M Sell
64,194
-3,663
-5% -$474K 0.01% 987
2021
Q1 		$8.52M Sell
67,857
-10,904
-14% -$1.49M 0.01% 915
2020
Q4 		$12M Sell
78,761
-33,041
-30% -$5.25M 0.02% 667
2020
Q3 		$18.5M Buy
111,802
+32,141
+40% +$5.43M 0.03% 421
2020
Q2 		$13.2M Buy
79,661
+14,940
+23% +$2.5M 0.02% 495
2020
Q1 		$10.9M Sell
64,721
-20,715
-24% -$3.06M 0.02% 478
2019
Q4 		$11.1M Sell
85,436
-81,487
-49% -$11.1M 0.02% 543
2019
Q3 		$23.6M Buy
166,923
+29,385
+21% +$4M 0.05% 295
2019
Q2 		$17.5M Sell
137,538
-7,323
-5% -$881K 0.04% 358
2019
Q1 		$17.3M Buy
144,861
+12,911
+10% +$1.47M 0.04% 339
2018
Q4 		$15M Sell
131,950
-2,431
-2% -$259K 0.04% 337
2018
Q3 		$14.6M Buy
134,381
+13,100
+11% +$1.48M 0.04% 373
2018
Q2 		$13.9M Buy
121,281
+3,743
+3% +$419K 0.04% 359
2018
Q1 		$13.5M Buy
117,538
+24,194
+26% +$2.74M 0.04% 363
2017
Q4 		$11.3M Buy
93,344
+35,079
+60% +$4.18M 0.03% 386
2017
Q3 		$6.8M Buy
58,265
+41,027
+238% +$4.86M 0.02% 494
2017
Q2 		$2.02M Sell
17,238
-3,139
-15% -$362K 0.01% 932
2017
Q1 		$2.3M Sell
20,377
-50
-0.2% -$5.54K 0.02% 760
2016
Q4 		$2.25M Buy
20,427
+3,326
+19% +$398K 0.02% 741
2016
Q3 		$2.28M Sell
17,101
-11,065
-39% -$1.54M 0.02% 703
2016
Q2 		$4.05M Sell
28,166
-91,183
-76% -$11.8M 0.03% 442
2016
Q1 		$15.4M Buy
119,349
+23,118
+24% +$2.87M 0.04% 329
2015
Q4 		$11M Buy
96,231
+34,657
+56% +$4.04M 0.03% 416
2015
Q3 		$7.26M Sell
61,574
-14,520
-19% -$1.69M 0.04% 353
2015
Q2 		$8.44M Sell
76,094
-6,437
-8% -$760K 0.04% 350
2015
Q1 		$10.9M Buy
82,531
+43,332
+111% +$5.65M 0.06% 288
2014
Q4 		$4.86M Buy
39,199
+26,041
+198% +$3.05M 0.03% 500
2014
Q3 		$1.48M Buy
13,158
+6,921
+111% +$746K 0.01% 1042
2014
Q2 		$653K Buy
6,237
+404
+7% +$41.5K ﹤0.01% 1607
2014
Q1 		$576K Buy
+5,833
New +$557K ﹤0.01% 1634
2013
Q3 		– Sell
-2,231
Closed -$225K – 2546
2013
Q2 		$225K Buy
+2,231
New +$247K ﹤0.01% 2112

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
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 40.91% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

LPL Financial's EDV Position: Q2 2026 in Review

LPL Financial reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 2.9% in Q2 2026, selling an estimated $1.58M and leaving 830,743 shares worth $54.1M. The position accounts for 0.01% of the portfolio, ranked #970.

LPL Financial first reported a position in EDV in Q2 2013 and has held it in 51 quarters since. The position peaked at $61M in Q3 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • LPL Financial held 830,743 shares of Vanguard World Funds Extended Duration ETF worth $54.1M as of Q2 2026.
  • LPL Financial sold 24,683 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $1.58M.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of LPL Financial's portfolio in Q2 2026, its #970 holding.
  • LPL Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Vanguard World Funds Extended Duration ETF position peaked at $61M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.