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

Steward Partners Investment Advisory’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 		$900K Buy
13,829
+12,177
+737% +$779K ﹤0.01% 1356
2026
Q1 		$107K Hold
1,652
– – ﹤0.01% 2337
2025
Q4 		$107K Sell
1,652
-14,224
-90% -$968K ﹤0.01% 2254
2025
Q3 		$1.09M Buy
15,876
+11,296
+247% +$746K 0.01% 1021
2025
Q2 		$308K Sell
4,580
-195
-4% -$12.9K ﹤0.01% 1543
2025
Q1 		$340K Sell
4,775
-743
-13% -$51.4K ﹤0.01% 1382
2024
Q4 		$374K Sell
5,518
-7,360
-57% -$537K ﹤0.01% 1298
2024
Q3 		$1.03M Buy
12,878
+604
+5% +$47K 0.01% 838
2024
Q2 		$901K Buy
12,274
+300
+3% +$21.7K 0.01% 845
2024
Q1 		$917K Buy
11,974
+7,611
+174% +$579K 0.01% 825
2023
Q4 		$354K Buy
4,363
+3,294
+308% +$236K ﹤0.01% 1145
2023
Q3 		$74.9K Hold
1,069
– – ﹤0.01% 1715
2023
Q2 		$93.1K Hold
1,069
– – ﹤0.01% 1612
2023
Q1 		$96.8K Sell
1,069
-5,625
-84% -$499K ﹤0.01% 1601
2022
Q4 		$554K Buy
6,694
+5,899
+742% +$497K 0.01% 880
2022
Q3 		$69K Buy
+795
New +$77.4K ﹤0.01% 1640
2021
Q3 		– Sell
-133
Closed -$18K – 3214
2021
Q2 		$18K Buy
133
+33
+33% +$4.27K ﹤0.01% 5245
2021
Q1 		$12.6K Buy
100
+34
+52% +$4.64K ﹤0.01% 2683
2020
Q4 		$10K Sell
66
-95
-59% -$15.1K ﹤0.01% 2303
2020
Q3 		$27K Buy
161
+95
+144% +$16K ﹤0.01% 1768
2020
Q2 		$11K Hold
66
– – ﹤0.01% 1994
2020
Q1 		$11K Buy
+66
New +$9.75K ﹤0.01% 1813

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Steward Partners Investment Advisory's EDV Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 737% in Q2 2026, buying an estimated $779K and bringing the position to 13,829 shares worth $900K. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Steward Partners Investment Advisory first reported a position in EDV in Q1 2020 and has held it in 22 quarters since. The position peaked at $1.09M in Q3 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Steward Partners Investment Advisory held 13,829 shares of Vanguard World Funds Extended Duration ETF worth $900K as of Q2 2026.
  • Steward Partners Investment Advisory bought 12,177 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $779K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1356 holding.
  • Steward Partners Investment Advisory first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and has held it in 22 quarters since.
  • Steward Partners Investment Advisory's Vanguard World Funds Extended Duration ETF position peaked at $1.09M in Q3 2025.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.