Midland Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Midland 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	$106M	Buy	1,624,765 +181,740	+13%	+$11.6M	4.97%	5
2026 Q1	$93.7M	Buy	1,443,025 +31,113	+2%	+$2.06M	4.83%	5
2025 Q4	$91.8M	Buy	1,411,912 +64,309	+5%	+$4.38M	4.78%	5
2025 Q3	$92.2M	Buy	1,347,603 +382,393	+40%	+$25.2M	4.94%	5
2025 Q2	$65M	Buy	965,210 +85,234	+10%	+$5.63M	3.59%	11
2025 Q1	$62.6M	Buy	+879,976	New	+$60.9M	3.68%	11

Other funds holding EDV

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Midland Wealth Advisors's EDV Position: Q2 2026 in Review

Midland Wealth Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 13% in Q2 2026, buying an estimated $11.6M and bringing the position to 1,624,765 shares worth $106M. The position accounts for 4.97% of the portfolio, ranked #5.

Midland Wealth Advisors first reported a position in EDV in Q1 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Midland Wealth Advisors held 1,624,765 shares of Vanguard World Funds Extended Duration ETF worth $106M as of Q2 2026.
Midland Wealth Advisors bought 181,740 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $11.6M.
Vanguard World Funds Extended Duration ETF made up 4.97% of Midland Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Midland Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Midland Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.