Sharkey, Howes & Javer’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sharkey, Howes & Javer’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	$222K	Sell	3,414 -1,350	-28%	-$86.3K	0.03%	159
2026 Q1	$309K	Sell	4,764 -2,267	-32%	-$150K	0.04%	132
2025 Q4	$457K	Sell	7,031 -4,066	-37%	-$277K	0.06%	121
2025 Q3	$760K	Sell	11,097 -20,536	-65%	-$1.36M	0.1%	95
2025 Q2	$2.13M	Buy	31,633 +8,886	+39%	+$587K	0.29%	62
2025 Q1	$1.62M	Buy	+22,747	New	+$1.57M	0.23%	70

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

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

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

Sharkey, Howes & Javer's EDV Position: Q2 2026 in Review

Sharkey, Howes & Javer reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 28% in Q2 2026, selling an estimated $86.3K and leaving 3,414 shares worth $222K. The position accounts for 0.03% of the portfolio, ranked #159.

Sharkey, Howes & Javer first reported a position in EDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.13M in Q2 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Sharkey, Howes & Javer held 3,414 shares of Vanguard World Funds Extended Duration ETF worth $222K as of Q2 2026.
Sharkey, Howes & Javer sold 1,350 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $86.3K.
Vanguard World Funds Extended Duration ETF made up 0.03% of Sharkey, Howes & Javer's portfolio in Q2 2026, its #159 holding.
Sharkey, Howes & Javer first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and has held it in 6 quarters since.
Sharkey, Howes & Javer's Vanguard World Funds Extended Duration ETF position peaked at $2.13M in Q2 2025.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.