SFP
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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
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

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

SwitchPoint Financial Planning's EDV Position: Q1 2026 in Review

SwitchPoint Financial Planning reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 0.03% in Q1 2026, selling an estimated $66 and leaving 3,474 shares worth $226K. The position accounts for 0.15% of the portfolio, ranked #61.

SwitchPoint Financial Planning first reported a position in EDV in Q1 2025 and has held it in 5 quarters since. The position peaked at $247K in Q1 2025. 182 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

  • SwitchPoint Financial Planning held 3,474 shares of Vanguard World Funds Extended Duration ETF worth $226K as of Q1 2026.
  • SwitchPoint Financial Planning sold 1 Vanguard World Funds Extended Duration ETF share in Q1 2026, an estimated $66.
  • Vanguard World Funds Extended Duration ETF made up 0.15% of SwitchPoint Financial Planning's portfolio in Q1 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 5 quarters since.
  • SwitchPoint Financial Planning's Vanguard World Funds Extended Duration ETF position peaked at $247K in Q1 2025.
  • 182 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.