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Red Reef Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Red Reef Advisors’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 		$248K Buy
3,824
+148
+4% +$9.78K 0.26% 104
2025
Q4 		$239K Buy
+3,676
New +$250K 0.24% 107

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
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
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Red Reef Advisors's EDV Position: Q1 2026 in Review

Red Reef Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 4% in Q1 2026, buying an estimated $9.78K and bringing the position to 3,824 shares worth $248K. The position accounts for 0.26% of the portfolio, ranked #104.

Red Reef Advisors first reported a position in EDV in Q4 2025 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Red Reef Advisors held 3,824 shares of Vanguard World Funds Extended Duration ETF worth $248K as of Q1 2026.
  • Red Reef Advisors bought 148 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $9.78K.
  • Vanguard World Funds Extended Duration ETF made up 0.26% of Red Reef Advisors's portfolio in Q1 2026, its #104 holding.
  • Red Reef Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.