MAI Capital Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

MAI Capital Management’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	$964K	Buy	14,809 +13,915	+1,556%	+$890K	﹤0.01%	991
2026 Q1	$58.1K	Hold	894	–	–	﹤0.01%	2143
2025 Q4	$58.1K	Hold	894	–	–	﹤0.01%	1927
2025 Q3	$61.2K	Buy	894 +850	+1,932%	+$56.1K	﹤0.01%	1821
2025 Q2	$2.96K	Sell	44 -1,000	-96%	-$66.1K	﹤0.01%	3283
2025 Q1	$74.2K	Buy	1,044 +1,000	+2,273%	+$69.2K	﹤0.01%	1544
2024 Q4	$2.98K	Buy	+44	New	+$3.21K	﹤0.01%	2939

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

MAI Capital Management's EDV Position: Q2 2026 in Review

MAI Capital Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1,556% in Q2 2026, buying an estimated $890K and bringing the position to 14,809 shares worth $964K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

MAI Capital Management first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

MAI Capital Management held 14,809 shares of Vanguard World Funds Extended Duration ETF worth $964K as of Q2 2026.
MAI Capital Management bought 13,915 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $890K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #991 holding.
MAI Capital Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.