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

Smartleaf 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
Closed -$463 – 3478
2025
Q4 		$475 Hold
7
– – ﹤0.01% 3273
2025
Q3 		$496 Hold
7
– – ﹤0.01% 2856
2025
Q2 		$477 Sell
7
-149
-96% -$9.85K ﹤0.01% 2595
2025
Q1 		$10.9K Buy
+156
New +$10.8K ﹤0.01% 1892

Other funds holding EDV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Smartleaf Asset Management sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 7 shares — an estimated $463 sold.

Smartleaf Asset Management first reported a position in EDV in Q1 2025 and held it in 4 quarters. The position peaked at $10.9K in Q1 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Smartleaf Asset Management reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 7 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $463.
  • Smartleaf Asset Management first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and held it in 4 quarters.
  • Smartleaf Asset Management's Vanguard World Funds Extended Duration ETF position peaked at $10.9K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.