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Richmond Brothers’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Richmond Brothers’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 		$1.03M Sell
15,897
-13,932
-47% -$891K 0.54% 62
2026
Q1 		$1.94M Sell
29,829
-12,229
-29% -$808K 1.29% 20
2025
Q4 		$2.73M Buy
+42,058
New +$2.86M 1.74% 19
2024
Q4 		– Sell
-41,820
Closed -$3.33M – 34
2024
Q3 		$3.33M Buy
+41,820
New +$3.25M 2.05% 19

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Richmond Brothers's EDV Position: Q2 2026 in Review

Richmond Brothers reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 47% in Q2 2026, selling an estimated $891K and leaving 15,897 shares worth $1.03M. The position accounts for 0.54% of the portfolio, ranked #62.

Richmond Brothers first reported a position in EDV in Q3 2024 and has held it in 4 quarters since. The position peaked at $3.33M in Q3 2024. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Richmond Brothers held 15,897 shares of Vanguard World Funds Extended Duration ETF worth $1.03M as of Q2 2026.
  • Richmond Brothers sold 13,932 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $891K.
  • Vanguard World Funds Extended Duration ETF made up 0.54% of Richmond Brothers's portfolio in Q2 2026, its #62 holding.
  • Richmond Brothers first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 4 quarters since.
  • Richmond Brothers's Vanguard World Funds Extended Duration ETF position peaked at $3.33M in Q3 2024.
  • 188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Richmond Brothers's 13F filing for Q2 2026, filed 11 Aug 2026.