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

Whipplewood 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	$26.3K	Buy	404 +6	+2%	+$384	0.02%	175
2026 Q1	$25.9K	Buy	398 +3	+0.8%	+$198	0.01%	352
2025 Q4	$25.7K	Hold	395	–	–	0.02%	236
2025 Q3	$27K	Sell	395 -57	-13%	-$3.76K	0.02%	234
2025 Q2	$30.4K	Buy	452 +359	+386%	+$23.7K	0.02%	397
2025 Q1	$40.2K	Sell	93 -4,383	-98%	-$303K	0.02%	342
2024 Q4	$303K	Buy	+4,476	New	+$326K	0.17%	117

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

Whipplewood Advisors's EDV Position: Q2 2026 in Review

Whipplewood Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1.5% in Q2 2026, buying an estimated $384 and bringing the position to 404 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #175.

Whipplewood Advisors first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $303K in Q4 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Whipplewood Advisors held 404 shares of Vanguard World Funds Extended Duration ETF worth $26.3K as of Q2 2026.
Whipplewood Advisors bought 6 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $384.
Vanguard World Funds Extended Duration ETF made up 0.02% of Whipplewood Advisors's portfolio in Q2 2026, its #175 holding.
Whipplewood Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Vanguard World Funds Extended Duration ETF position peaked at $303K in Q4 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.