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

Optima Capital’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
Q1 		– Sell
-96
Closed -$6.24K – 489
2025
Q4 		$6.24K Buy
+96
New +$6.53K ﹤0.01% 589

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Optima Capital's EDV Position: Q1 2026 in Review

Optima Capital sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 96 shares — an estimated $6.24K sold.

Optima Capital first reported a position in EDV in Q4 2025 and held it in 1 quarter. The position peaked at $6.24K in Q4 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Optima Capital reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 96 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $6.24K.
  • Optima Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's Vanguard World Funds Extended Duration ETF position peaked at $6.24K in Q4 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.