Maridea Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Maridea Wealth 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	$450K	Buy	6,914 +310	+5%	+$19.8K	0.05%	331
2026 Q1	$429K	Buy	6,604 +58	+0.9%	+$3.83K	0.06%	274
2025 Q4	$426K	Buy	6,546 +124	+2%	+$8.44K	0.06%	276
2025 Q3	$453K	Buy	6,422 +45	+0.7%	+$2.97K	0.07%	265
2025 Q2	$429K	Buy	6,377 +70	+1%	+$4.63K	0.11%	183
2025 Q1	$449K	Sell	6,307 -201	-3%	-$13.9K	0.15%	144
2024 Q4	$441K	Buy	+6,508	New	+$475K	0.14%	131

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

Maridea Wealth Management's EDV Position: Q2 2026 in Review

Maridea Wealth Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 4.7% in Q2 2026, buying an estimated $19.8K and bringing the position to 6,914 shares worth $450K. The position accounts for 0.05% of the portfolio, ranked #331.

Maridea Wealth Management first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $453K in Q3 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Maridea Wealth Management held 6,914 shares of Vanguard World Funds Extended Duration ETF worth $450K as of Q2 2026.
Maridea Wealth Management bought 310 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $19.8K.
Vanguard World Funds Extended Duration ETF made up 0.05% of Maridea Wealth Management's portfolio in Q2 2026, its #331 holding.
Maridea Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
Maridea Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $453K in Q3 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.