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

SwitchPoint Financial Planning’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	$226K	Hold	3,474	–	–	0.13%	61
2026 Q1	$226K	Sell	3,474 -1	-0%	-$66	0.15%	61
2025 Q4	$226K	Hold	3,475	–	–	0.16%	60
2025 Q3	$238K	Hold	3,475	–	–	0.17%	56
2025 Q2	$234K	Sell	3,475 -1	-0%	-$66	0.19%	53
2025 Q1	$247K	Buy	+3,476	New	+$240K	0.23%	43

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

SwitchPoint Financial Planning's EDV Position: Q2 2026 in Review

SwitchPoint Financial Planning held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 3,474 shares worth $226K. The position accounts for 0.13% of the portfolio, ranked #61.

SwitchPoint Financial Planning first reported a position in EDV in Q1 2025 and has held it in 6 quarters since. The position peaked at $247K in Q1 2025. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

SwitchPoint Financial Planning held 3,474 shares of Vanguard World Funds Extended Duration ETF worth $226K as of Q2 2026.
SwitchPoint Financial Planning left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
Vanguard World Funds Extended Duration ETF made up 0.13% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #61 holding.
SwitchPoint Financial Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and has held it in 6 quarters since.
SwitchPoint Financial Planning's Vanguard World Funds Extended Duration ETF position peaked at $247K in Q1 2025.
188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.