SIM
EDV icon

Synergy Investment Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Synergy Investment Management’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 		$15.4K Hold
237
– – ﹤0.01% 559
2026
Q1 		$15.4K Buy
+237
New +$15.7K 0.01% 444
2025
Q2 		– Sell
-237
Closed -$16.9K – 212
2025
Q1 		$16.9K Hold
237
– – 0.01% 332
2024
Q4 		$16.1K Buy
+237
New +$17.3K 0.01% 344

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Synergy Investment Management's EDV Position: Q2 2026 in Review

Synergy Investment Management held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 237 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Synergy Investment Management first reported a position in EDV in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.9K in Q1 2025. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Synergy Investment Management held 237 shares of Vanguard World Funds Extended Duration ETF worth $15.4K as of Q2 2026.
  • Synergy Investment Management left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #559 holding.
  • Synergy Investment Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's Vanguard World Funds Extended Duration ETF position peaked at $16.9K in Q1 2025.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.