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 Q2	$833K	Sell	12,792 -37,348	-74%	-$2.39M	0.1%	140
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

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stokes Family Office's EDV Position: Q2 2026 in Review

Stokes Family Office reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 74% in Q2 2026, selling an estimated $2.39M and leaving 12,792 shares worth $833K. The position accounts for 0.1% of the portfolio, ranked #140.

Stokes Family Office first reported a position in EDV in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.26M in Q1 2026. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Stokes Family Office held 12,792 shares of Vanguard World Funds Extended Duration ETF worth $833K as of Q2 2026.
Stokes Family Office sold 37,348 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $2.39M.
Vanguard World Funds Extended Duration ETF made up 0.1% of Stokes Family Office's portfolio in Q2 2026, its #140 holding.
Stokes Family Office first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and has held it in 5 quarters since.
Stokes Family Office's Vanguard World Funds Extended Duration ETF position peaked at $3.26M in Q1 2026.
188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.