Tranquilli Financial Advisor’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Tranquilli Financial Advisor’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	$689K	Sell	10,607 -8,542	-45%	-$565K	0.4%	60
2025 Q4	$1.24M	Buy	+19,149	New	+$1.3M	0.72%	41
2024 Q4	–	Sell	-18,428	Closed	-$1.47M	–	114
2024 Q3	$1.47M	Buy	18,428 +7,518	+69%	+$585K	0.92%	31
2024 Q2	$772K	Sell	10,910 -8,604	-44%	-$623K	0.52%	49
2024 Q1	$1.49M	Sell	19,514 -10,204	-34%	-$777K	1%	28
2023 Q4	$2.41M	Buy	+29,718	New	+$2.13M	1.7%	12
2022 Q1	–	Sell	-11,227	Closed	-$1.57M	–	85
2021 Q4	$1.57M	Buy	11,227 +2,770	+33%	+$386K	1.1%	31
2021 Q3	$1.15M	Buy	+8,457	New	+$1.19M	0.86%	34
2021 Q1	–	Sell	-7,536	Closed	-$1.15M	–	75
2020 Q4	$1.15M	Buy	+7,536	New	+$1.2M	1.04%	32

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

Tranquilli Financial Advisor's EDV Position: Q1 2026 in Review

Tranquilli Financial Advisor reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 45% in Q1 2026, selling an estimated $565K and leaving 10,607 shares worth $689K. The position accounts for 0.4% of the portfolio, ranked #60.

Tranquilli Financial Advisor first reported a position in EDV in Q4 2020 and has held it in 9 quarters since. The position peaked at $2.41M in Q4 2023. 183 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Tranquilli Financial Advisor held 10,607 shares of Vanguard World Funds Extended Duration ETF worth $689K as of Q1 2026.
Tranquilli Financial Advisor sold 8,542 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $565K.
Vanguard World Funds Extended Duration ETF made up 0.4% of Tranquilli Financial Advisor's portfolio in Q1 2026, its #60 holding.
Tranquilli Financial Advisor first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and has held it in 9 quarters since.
Tranquilli Financial Advisor's Vanguard World Funds Extended Duration ETF position peaked at $2.41M in Q4 2023.
183 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Tranquilli Financial Advisor's 13F filing for Q1 2026, filed 11 May 2026.