Marshall & Sterling Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Marshall & Sterling Wealth Advisors’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	$31.6K	Hold	485	–	–	0.02%	184
2026 Q1	$31.5K	Hold	485	–	–	0.02%	176
2025 Q4	$31.5K	Sell	485 -1	-0.2%	-$68	0.02%	169
2025 Q3	$33.2K	Hold	486	–	–	0.02%	216
2025 Q2	$32.6K	Buy	486 +1	+0.2%	+$66	0.02%	212
2025 Q1	$34.5K	Sell	485 -1	-0.2%	-$69	0.02%	200
2024 Q4	$32.8K	Buy	+486	New	+$35.4K	0.02%	163

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

Marshall & Sterling Wealth Advisors's EDV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 485 shares worth $31.6K. The position accounts for 0.02% of the portfolio, ranked #184.

Marshall & Sterling Wealth Advisors first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $34.5K in Q1 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Marshall & Sterling Wealth Advisors held 485 shares of Vanguard World Funds Extended Duration ETF worth $31.6K as of Q2 2026.
Marshall & Sterling Wealth Advisors left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
Vanguard World Funds Extended Duration ETF made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #184 holding.
Marshall & Sterling Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $34.5K in Q1 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.