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

Vanguard Capital Wealth Advisors’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	$235K	Sell	3,609 -4,395	-55%	-$281K	0.16%	111
2026 Q1	$520K	Buy	+8,004	New	+$529K	0.48%	49
2023 Q1	–	Sell	-2,522	Closed	-$209K	–	127
2022 Q4	$209K	Buy	+2,522	New	+$213K	0.24%	99
2020 Q2	$358K	Buy	+2,160	New	+$361K	0.42%	66
2019 Q4	$360K	Sell	2,777 -973	-26%	-$132K	0.38%	79
2019 Q3	$388K	Sell	3,750 -1,003	-21%	-$136K	0.45%	67
2019 Q2	$603K	Buy	+4,753	New	+$572K	0.73%	46

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 40.91% 1-Year Est. Return

Vanguard Capital Wealth Advisors's EDV Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 55% in Q2 2026, selling an estimated $281K and leaving 3,609 shares worth $235K. The position accounts for 0.16% of the portfolio, ranked #111.

Vanguard Capital Wealth Advisors first reported a position in EDV in Q2 2019 and has held it in 7 quarters since. The position peaked at $603K in Q2 2019. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Vanguard Capital Wealth Advisors held 3,609 shares of Vanguard World Funds Extended Duration ETF worth $235K as of Q2 2026.
Vanguard Capital Wealth Advisors sold 4,395 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $281K.
Vanguard World Funds Extended Duration ETF made up 0.16% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #111 holding.
Vanguard Capital Wealth Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2019 and has held it in 7 quarters since.
Vanguard Capital Wealth Advisors's Vanguard World Funds Extended Duration ETF position peaked at $603K in Q2 2019.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.