Sigma Planning Corp’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sigma Planning Corp’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	$2.3M	Buy	+35,302	New	+$2.26M	0.06%	330
2023 Q3	–	Sell	-6,913	Closed	-$602K	–	1231
2023 Q2	$602K	Buy	+6,913	New	+$603K	0.02%	654
2022 Q4	–	Sell	-2,769	Closed	-$240K	–	1290
2022 Q3	$240K	Buy	+2,769	New	+$269K	0.01%	1038
2022 Q2	–	Sell	-14,271	Closed	-$1.74M	–	1329
2022 Q1	$1.74M	Buy	+14,271	New	+$1.83M	0.05%	353
2021 Q1	–	Sell	-4,147	Closed	-$632K	–	1353
2020 Q4	$632K	Sell	4,147 -5,827	-58%	-$926K	0.02%	603
2020 Q3	$1.65M	Sell	9,974 -4,319	-30%	-$729K	0.07%	280
2020 Q2	$2.37M	Buy	14,293 +8,442	+144%	+$1.41M	0.1%	202
2020 Q1	$981K	Buy	+5,851	New	+$865K	0.06%	323

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 40.89% 1-Year Est. Return

Sigma Planning Corp's EDV Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 35,302 shares worth $2.3M. The stake represents 0.06% of the portfolio and ranks #330 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in EDV as recently as Q2 2023.

Sigma Planning Corp first reported a position in EDV in Q1 2020 and has held it in 8 quarters since. The position peaked at $2.37M in Q2 2020. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Sigma Planning Corp held 35,302 shares of Vanguard World Funds Extended Duration ETF worth $2.3M as of Q2 2026.
Vanguard World Funds Extended Duration ETF was a new Sigma Planning Corp position in Q2 2026.
Vanguard World Funds Extended Duration ETF made up 0.06% of Sigma Planning Corp's portfolio in Q2 2026, its #330 holding.
Sigma Planning Corp first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and has held it in 8 quarters since.
Sigma Planning Corp's Vanguard World Funds Extended Duration ETF position peaked at $2.37M in Q2 2020.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.