&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 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

JP Morgan Chase New York $1.56T AUM 27.86% 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 $1.94B AUM 14.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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 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

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

&Partners's EDV Position: Q1 2026 in Review

&Partners increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 9.3% in Q1 2026, buying an estimated $290K and bringing the position to 51,498 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #684.

&Partners first reported a position in EDV in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.96M in Q1 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

&Partners held 51,498 shares of Vanguard World Funds Extended Duration ETF worth $3.34M as of Q1 2026.
&Partners bought 4,383 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $290K.
Vanguard World Funds Extended Duration ETF made up 0.02% of &Partners's portfolio in Q1 2026, its #684 holding.
&Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 7 quarters since.
&Partners's Vanguard World Funds Extended Duration ETF position peaked at $3.96M in Q1 2025.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.