Woodward Diversified Capital’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Woodward Diversified Capital’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	–	Sell	-3,810	Closed	-$248K	–	193
2025 Q4	$248K	Buy	+3,810	New	+$259K	0.11%	152
2024 Q1	–	Sell	-9,936	Closed	-$805K	–	157
2023 Q4	$805K	Buy	+9,936	New	+$711K	0.51%	53
2023 Q2	–	Sell	-3,818	Closed	-$346K	–	154
2023 Q1	$346K	Buy	+3,818	New	+$339K	0.27%	94
2022 Q2	–	Sell	-3,152	Closed	-$384K	–	140
2022 Q1	$384K	Buy	3,152 +1,056	+50%	+$135K	0.25%	100
2021 Q4	$293K	Buy	+2,096	New	+$292K	0.17%	145

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 $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Woodward Diversified Capital's EDV Position: Q1 2026 in Review

Woodward Diversified Capital sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q1 2026, closing a stake of 3,810 shares — an estimated $248K sold.

Woodward Diversified Capital first reported a position in EDV in Q4 2021 and held it in 5 quarters. The position peaked at $805K in Q4 2023. 184 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Woodward Diversified Capital reported no remaining Vanguard World Funds Extended Duration ETF position as of Q1 2026 after selling out during the quarter.
Woodward Diversified Capital sold 3,810 Vanguard World Funds Extended Duration ETF shares in Q1 2026, an estimated $248K.
Woodward Diversified Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and held it in 5 quarters.
Woodward Diversified Capital's Vanguard World Funds Extended Duration ETF position peaked at $805K in Q4 2023.
184 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Woodward Diversified Capital's 13F filing for Q1 2026, filed 24 Apr 2026.