Secure Asset Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Secure Asset Management’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	–	Sell	-7,318	Closed	-$476K	–	346
2025 Q4	$476K	Sell	7,318 -29,470	-80%	-$2.01M	0.07%	200
2025 Q3	$2.49M	Buy	+36,788	New	+$2.43M	0.41%	69
2020 Q4	–	Sell	-2,407	Closed	-$399K	–	156
2020 Q3	$399K	Buy	2,407 +522	+28%	+$88.2K	0.27%	82
2020 Q2	$313K	Buy	1,885 +457	+32%	+$76.4K	0.22%	108
2020 Q1	$239K	Buy	+1,428	New	+$211K	0.26%	89

Other funds holding EDV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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

CCT

Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Secure Asset Management's EDV Position: Q1 2026 in Review

Secure Asset Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 7,318 shares — an estimated $476K sold.

Secure Asset Management first reported a position in EDV in Q1 2020 and held it in 5 quarters. The position peaked at $2.49M in Q3 2025. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Secure Asset Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
Secure Asset Management sold 7,318 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $476K.
Secure Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 5 quarters.
Secure Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $2.49M in Q3 2025.
185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Secure Asset Management's 13F filing for Q1 2026, filed 9 Apr 2026.