Stifel Financial
EDV icon

Stifel Financial’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Stifel Financial’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 		$1.44M Buy
22,103
+399
+2% +$26.4K ﹤0.01% 2194
2025
Q4 		$1.41M Buy
21,704
+8,775
+68% +$597K ﹤0.01% 2209
2025
Q3 		$885K Buy
12,929
+2,737
+27% +$181K ﹤0.01% 2466
2025
Q2 		$686K Sell
10,192
-9,387
-48% -$620K ﹤0.01% 2573
2025
Q1 		$1.39M Sell
19,579
-7,577
-28% -$524K ﹤0.01% 2012
2024
Q4 		$1.84M Sell
27,156
-188,073
-87% -$13.7M ﹤0.01% 1834
2024
Q3 		$17.1M Buy
215,229
+181,842
+545% +$14.1M 0.02% 633
2024
Q2 		$2.45M Buy
33,387
+3,931
+13% +$284K ﹤0.01% 1585
2024
Q1 		$2.26M Sell
29,456
-2,266
-7% -$172K ﹤0.01% 1632
2023
Q4 		$2.57M Sell
31,722
-9,273
-23% -$663K ﹤0.01% 1495
2023
Q3 		$2.87M Buy
40,995
+17,617
+75% +$1.38M ﹤0.01% 1356
2023
Q2 		$2.04M Buy
23,378
+12,336
+112% +$1.08M ﹤0.01% 1611
2023
Q1 		$1,000K Buy
11,042
+3,594
+48% +$319K ﹤0.01% 2061
2022
Q4 		$617K Sell
7,448
-188
-2% -$15.8K ﹤0.01% 2352
2022
Q3 		$662K Sell
7,636
-1,741
-19% -$169K ﹤0.01% 2254
2022
Q2 		$939K Buy
9,377
+7,218
+334% +$750K ﹤0.01% 2041
2022
Q1 		$263K Buy
2,159
+407
+23% +$52.1K ﹤0.01% 2962
2021
Q4 		$245K Buy
+1,752
New +$244K ﹤0.01% 3034
2021
Q1 		– Sell
-2,525
Closed -$384K – 3231
2020
Q4 		$384K Sell
2,525
-17,862
-88% -$2.84M ﹤0.01% 2476
2020
Q3 		$3.38M Sell
20,387
-25,978
-56% -$4.39M 0.01% 949
2020
Q2 		$7.7M Buy
46,365
+39,606
+586% +$6.62M 0.02% 578
2020
Q1 		$1.14M Sell
6,759
-3,063
-31% -$453K ﹤0.01% 1350
2019
Q4 		$1.28M Sell
9,822
-20,509
-68% -$2.79M ﹤0.01% 1653
2019
Q3 		$4.29M Buy
30,331
+17,009
+128% +$2.31M 0.01% 893
2019
Q2 		$1.69M Buy
13,322
+7,269
+120% +$874K ﹤0.01% 1462
2019
Q1 		$719K Buy
+6,053
New +$688K ﹤0.01% 1847
2015
Q2 		– Sell
-2,113
Closed -$274K – 2368
2015
Q1 		$274K Sell
2,113
-45
-2% -$5.86K ﹤0.01% 1950
2014
Q4 		$267K Buy
2,158
+37
+2% +$4.33K ﹤0.01% 1935
2014
Q3 		$232K Buy
+2,121
New +$229K ﹤0.01% 1933

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 $1.94B AUM 14.31% 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

Stifel Financial's EDV Position: Q1 2026 in Review

Stifel Financial increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1.8% in Q1 2026, buying an estimated $26.4K and bringing the position to 22,103 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Stifel Financial first reported a position in EDV in Q3 2014 and has held it in 29 quarters since. The position peaked at $17.1M in Q3 2024. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Stifel Financial held 22,103 shares of Vanguard World Funds Extended Duration ETF worth $1.44M as of Q1 2026.
  • Stifel Financial bought 399 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $26.4K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2194 holding.
  • Stifel Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2014 and has held it in 29 quarters since.
  • Stifel Financial's Vanguard World Funds Extended Duration ETF position peaked at $17.1M in Q3 2024.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.