Sellwood Investment Partners’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sellwood Investment Partners’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	$8.35M	Buy	128,316 +14,318	+13%	+$916K	2.95%	10
2026 Q1	$7.4M	Sell	113,998 -14,169	-11%	-$937K	2.92%	10
2025 Q4	$8.33M	Buy	128,167 +5,377	+4%	+$366K	3.25%	9
2025 Q3	$8.4M	Buy	122,790 +3,994	+3%	+$264K	3.35%	9
2025 Q2	$7.68M	Buy	118,796 +7,995	+7%	+$528K	3.67%	9
2025 Q1	$7.88M	Sell	110,801 -12,710	-10%	-$879K	4.11%	9
2024 Q4	$8.36M	Buy	+123,511	New	+$9.01M	4.5%	7

Other funds holding EDV

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 51.91% 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 74.25% 1-Year Est. Return

VBFP

Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

RFS

Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return

HHRDM

H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return

NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Sellwood Investment Partners's EDV Position: Q2 2026 in Review

Sellwood Investment Partners increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 13% in Q2 2026, buying an estimated $916K and bringing the position to 128,316 shares worth $8.35M. The position accounts for 2.95% of the portfolio, ranked #10.

Sellwood Investment Partners first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.4M in Q3 2025. 73 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Sellwood Investment Partners held 128,316 shares of Vanguard World Funds Extended Duration ETF worth $8.35M as of Q2 2026.
Sellwood Investment Partners bought 14,318 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $916K.
Vanguard World Funds Extended Duration ETF made up 2.95% of Sellwood Investment Partners's portfolio in Q2 2026, its #10 holding.
Sellwood Investment Partners first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
Sellwood Investment Partners's Vanguard World Funds Extended Duration ETF position peaked at $8.4M in Q3 2025.
73 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.