Pinnacle Wealth Planning Services
EDV icon

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

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWA Wealth Partners
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return
Capital City Trust
Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return
Hantz Financial Services
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Citadel Advisors
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. 188 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.
  • 188 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.