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 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

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 $67.7B AUM 51.91% 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 $4.4B AUM 74.25% 1-Year Est. Return

Pinnacle Wealth Planning Services's EDV Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 4.5% in Q1 2026, selling an estimated $2.18K and leaving 700 shares worth $45.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Pinnacle Wealth Planning Services first reported a position in EDV in Q4 2025 and has held it in 2 quarters since. The position peaked at $47.7K in Q4 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Pinnacle Wealth Planning Services held 700 shares of Vanguard World Funds Extended Duration ETF worth $45.5K as of Q1 2026.
Pinnacle Wealth Planning Services sold 33 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $2.18K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1257 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 2 quarters since.
Pinnacle Wealth Planning Services's Vanguard World Funds Extended Duration ETF position peaked at $47.7K in Q4 2025.
182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.