&Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

&Partners’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	$4.73M	Buy	72,509 +21,011	+41%	+$1.34M	0.02%	621
2026 Q1	$3.34M	Buy	51,498 +4,383	+9%	+$290K	0.02%	684
2025 Q4	$3.06M	Sell	47,115 -5,051	-10%	-$344K	0.02%	672
2025 Q3	$3.57M	Sell	52,166 -6,338	-11%	-$418K	0.02%	532
2025 Q2	$3.94M	Buy	58,504 +1,964	+3%	+$130K	0.03%	431
2025 Q1	$3.96M	Sell	56,540 -2,229	-4%	-$154K	0.04%	343
2024 Q4	$3.96M	Buy	58,769 +44,245	+305%	+$3.23M	0.05%	319
2024 Q3	$1.17M	Buy	+14,524	New	+$1.13M	0.02%	517

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 40.89% 1-Year Est. Return

&Partners's EDV Position: Q2 2026 in Review

&Partners increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 41% in Q2 2026, buying an estimated $1.34M and bringing the position to 72,509 shares worth $4.73M. The position accounts for 0.02% of the portfolio, ranked #621.

&Partners first reported a position in EDV in Q3 2024 and has held it in 8 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

&Partners held 72,509 shares of Vanguard World Funds Extended Duration ETF worth $4.73M as of Q2 2026.
&Partners bought 21,011 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $1.34M.
Vanguard World Funds Extended Duration ETF made up 0.02% of &Partners's portfolio in Q2 2026, its #621 holding.
&Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 8 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.