Sykon Capital’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sykon Capital’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
2025 Q2	–	Sell	-7,029	Closed	-$500K	–	86
2025 Q1	$500K	Sell	7,029 -2,595	-27%	-$179K	0.19%	43
2024 Q4	$652K	Sell	9,624 -51,670	-84%	-$3.77M	0.22%	43
2024 Q3	$4.88M	Buy	61,294 +21,282	+53%	+$1.65M	1.72%	17
2024 Q2	$2.94M	Buy	+40,012	New	+$2.9M	1.11%	29
2023 Q4	–	Sell	-31,876	Closed	-$2.23M	–	84
2023 Q3	$2.23M	Buy	+31,876	New	+$2.5M	0.96%	26

Other funds holding EDV

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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 $1.94B AUM 14.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

IRM

Income Research & Management Boston, Massachusetts $169M AUM 0.85% 1-Year Est. Return

Sykon Capital's EDV Position: Q2 2025 in Review

Sykon Capital sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2025, closing a stake of 7,029 shares — an estimated $500K sold.

Sykon Capital first reported a position in EDV in Q3 2023 and held it in 5 quarters. The position peaked at $4.88M in Q3 2024. 176 funds tracked by Wall St. Rank hold EDV as of Q2 2025.

Sykon Capital reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2025 after selling out during the quarter.
Sykon Capital sold 7,029 Vanguard World Funds Extended Duration ETF shares in Q2 2025, an estimated $500K.
Sykon Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2023 and held it in 5 quarters.
Sykon Capital's Vanguard World Funds Extended Duration ETF position peaked at $4.88M in Q3 2024.
176 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2025.

Based on Sykon Capital's 13F filing for Q2 2025, filed 11 Aug 2025.