SBI Securities’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

SBI Securities’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	$30.2M	Sell	463,578 -115,205	-20%	-$7.37M	0.69%	29
2026 Q1	$37.6M	Sell	578,783 -12,211	-2%	-$807K	1.03%	17
2025 Q4	$38.4M	Sell	590,994 -8,426	-1%	-$574K	0.99%	18
2025 Q3	$41M	Sell	599,420 -6,431	-1%	-$425K	1.05%	17
2025 Q2	$40.8M	Buy	605,851 +17,419	+3%	+$1.15M	1.17%	16
2025 Q1	$41.8M	Buy	588,432 +12,039	+2%	+$833K	1.4%	14
2024 Q4	$39M	Buy	+576,393	New	+$42M	1.2%	14

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SBI Securities's EDV Position: Q2 2026 in Review

SBI Securities reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 20% in Q2 2026, selling an estimated $7.37M and leaving 463,578 shares worth $30.2M. The position accounts for 0.69% of the portfolio, ranked #29.

SBI Securities first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.8M in Q1 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

SBI Securities held 463,578 shares of Vanguard World Funds Extended Duration ETF worth $30.2M as of Q2 2026.
SBI Securities sold 115,205 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $7.37M.
Vanguard World Funds Extended Duration ETF made up 0.69% of SBI Securities's portfolio in Q2 2026, its #29 holding.
SBI Securities first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
SBI Securities's Vanguard World Funds Extended Duration ETF position peaked at $41.8M in Q1 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.