Wealth Enhancement Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Wealth Enhancement Advisory Services’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	$696K	Buy	+11,175	New	+$715K	﹤0.01%	2383
2026 Q1	–	Sell	-36,676	Closed	-$2.39M	–	3663
2025 Q4	$2.39M	Sell	36,676 -12,355	-25%	-$841K	﹤0.01%	1417
2025 Q3	$3.32M	Sell	49,031 -1,908	-4%	-$126K	0.01%	1165
2025 Q2	$3.34M	Sell	50,939 -1,433	-3%	-$94.7K	0.01%	1091
2025 Q1	$3.72M	Buy	52,372 +33,540	+178%	+$2.32M	0.01%	939
2024 Q4	$1.28M	Buy	18,832 +14,695	+355%	+$1.07M	﹤0.01%	1417
2024 Q3	$330K	Sell	4,137 -18,218	-81%	-$1.42M	﹤0.01%	2108
2024 Q2	$1.64M	Sell	22,355 -131,687	-85%	-$9.53M	﹤0.01%	1068
2024 Q1	$11.8M	Buy	154,042 +44,692	+41%	+$3.4M	0.03%	429
2023 Q4	$8.86M	Buy	+109,350	New	+$7.82M	0.03%	467
2023 Q3	–	Sell	-4,453	Closed	-$388K	–	2256
2023 Q2	$388K	Buy	+4,453	New	+$389K	﹤0.01%	389

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

Wealth Enhancement Advisory Services's EDV Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 11,175 shares worth $696K. The stake represents ﹤0.01% of the portfolio and ranks #2383 among its holdings. This is a return to the name: Wealth Enhancement Advisory Services previously reported a position in EDV as recently as Q4 2025.

Wealth Enhancement Advisory Services first reported a position in EDV in Q2 2023 and has held it in 11 quarters since. The position peaked at $11.8M in Q1 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Wealth Enhancement Advisory Services held 11,175 shares of Vanguard World Funds Extended Duration ETF worth $696K as of Q2 2026.
Vanguard World Funds Extended Duration ETF was a new Wealth Enhancement Advisory Services position in Q2 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2383 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and has held it in 11 quarters since.
Wealth Enhancement Advisory Services's Vanguard World Funds Extended Duration ETF position peaked at $11.8M in Q1 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.