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

Napa 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
2025 Q2	–	Sell	-41,423	Closed	-$2.95M	–	142
2025 Q1	$2.95M	Buy	41,423 +32,896	+386%	+$2.27M	1.66%	13
2024 Q4	$577K	Sell	8,527 -5,818	-41%	-$424K	0.25%	108
2024 Q3	$1.14M	Buy	14,345 +3,464	+32%	+$269K	0.54%	48
2024 Q2	$799K	Buy	+10,881	New	+$787K	0.54%	38

Other funds holding EDV

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $184B AUM 0.09% 1-Year Est. Return

Napa Wealth Management's EDV Position: Q2 2025 in Review

Napa Wealth Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 41,423 shares — an estimated $2.95M sold.

Napa Wealth Management first reported a position in EDV in Q2 2024 and held it in 4 quarters. The position peaked at $2.95M in Q1 2025. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Napa Wealth Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
Napa Wealth Management sold 41,423 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $2.95M.
Napa Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and held it in 4 quarters.
Napa Wealth Management's Vanguard World Funds Extended Duration ETF position peaked at $2.95M in Q1 2025.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.