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

Silver Oak 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
2025 Q4	–	Sell	-4,962	Closed	-$340K	–	819
2025 Q3	$340K	Buy	4,962 +4,946	+30,913%	+$327K	0.03%	546
2025 Q2	$1.08K	Hold	16	–	–	﹤0.01%	696
2025 Q1	$1.12K	Buy	+16	New	+$1.11K	﹤0.01%	655
2024 Q4	–	Sell	-16	Closed	-$1.28K	–	637
2024 Q3	$1.28K	Buy	+16	New	+$1.24K	﹤0.01%	545
2022 Q2	–	Sell	-3,427	Closed	-$387K	–	289
2022 Q1	$387K	Buy	+3,427	New	+$439K	0.08%	195

Other funds holding EDV

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

HFS

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

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

Silver Oak Securities's EDV Position: Q4 2025 in Review

Silver Oak Securities sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 4,962 shares — an estimated $340K sold.

Silver Oak Securities first reported a position in EDV in Q1 2022 and held it in 5 quarters. The position peaked at $387K in Q1 2022. 202 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

Silver Oak Securities reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
Silver Oak Securities sold 4,962 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $340K.
Silver Oak Securities first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and held it in 5 quarters.
Silver Oak Securities's Vanguard World Funds Extended Duration ETF position peaked at $387K in Q1 2022.
202 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Silver Oak Securities's 13F filing for Q4 2025, filed 15 Jan 2026.