Stratos Wealth Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Stratos Wealth Advisors’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	$441K	Buy	6,794 +388	+6%	+$25.6K	0.03%	416
2025 Q4	$416K	Buy	+6,406	New	+$436K	0.02%	471
2024 Q4	–	Sell	-2,786	Closed	-$222K	–	729
2024 Q3	$222K	Buy	+2,786	New	+$217K	0.01%	683
2022 Q3	–	Sell	-57,336	Closed	-$5.74M	–	497
2022 Q2	$5.74M	Sell	57,336 -1,015	-2%	-$106K	0.52%	35
2022 Q1	$7.1M	Buy	58,351 +9,077	+18%	+$1.16M	0.58%	34
2021 Q4	$6.9M	Buy	49,274 +34,141	+226%	+$4.76M	0.5%	42
2021 Q3	$2.05M	Buy	+15,133	New	+$2.13M	0.18%	160

Other funds holding EDV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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 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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Stratos Wealth Advisors's EDV Position: Q1 2026 in Review

Stratos Wealth Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 6.1% in Q1 2026, buying an estimated $25.6K and bringing the position to 6,794 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #416.

Stratos Wealth Advisors first reported a position in EDV in Q3 2021 and has held it in 7 quarters since. The position peaked at $7.1M in Q1 2022. 183 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Stratos Wealth Advisors held 6,794 shares of Vanguard World Funds Extended Duration ETF worth $441K as of Q1 2026.
Stratos Wealth Advisors bought 388 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $25.6K.
Vanguard World Funds Extended Duration ETF made up 0.03% of Stratos Wealth Advisors's portfolio in Q1 2026, its #416 holding.
Stratos Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2021 and has held it in 7 quarters since.
Stratos Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $7.1M in Q1 2022.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.