SFO
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Stokes Family Office’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Stokes Family Office’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 		$3.26M Buy
50,140
+10,516
+27% +$695K 0.34% 75
2025
Q4 		$2.58M Buy
39,624
+1,074
+3% +$73.1K 0.24% 84
2025
Q3 		$2.64M Buy
38,550
+28,550
+286% +$1.88M 0.25% 83
2025
Q2 		$673K Buy
+10,000
New +$661K 0.07% 139

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

Stokes Family Office's EDV Position: Q1 2026 in Review

Stokes Family Office increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 27% in Q1 2026, buying an estimated $695K and bringing the position to 50,140 shares worth $3.26M. The position accounts for 0.34% of the portfolio, ranked #75.

Stokes Family Office first reported a position in EDV in Q2 2025 and has held it in 4 quarters since. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • Stokes Family Office held 50,140 shares of Vanguard World Funds Extended Duration ETF worth $3.26M as of Q1 2026.
  • Stokes Family Office bought 10,516 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $695K.
  • Vanguard World Funds Extended Duration ETF made up 0.34% of Stokes Family Office's portfolio in Q1 2026, its #75 holding.
  • Stokes Family Office first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and has held it in 4 quarters since.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.