Pinnacle Wealth Planning Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Pinnacle Wealth Planning Services’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	$45.6K	Hold	700	–	–	﹤0.01%	1334
2026 Q1	$45.5K	Sell	700 -33	-5%	-$2.18K	﹤0.01%	1257
2025 Q4	$47.7K	Buy	+733	New	+$49.9K	0.01%	1224

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

Pinnacle Wealth Planning Services's EDV Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 700 shares worth $45.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1334.

Pinnacle Wealth Planning Services first reported a position in EDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $47.7K in Q4 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Pinnacle Wealth Planning Services held 700 shares of Vanguard World Funds Extended Duration ETF worth $45.6K as of Q2 2026.
Pinnacle Wealth Planning Services left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1334 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 3 quarters since.
Pinnacle Wealth Planning Services's Vanguard World Funds Extended Duration ETF position peaked at $47.7K in Q4 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.