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

World Investment 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	$581K	Sell	8,923 -1,638	-16%	-$105K	0.01%	897
2026 Q1	$686K	Buy	10,561 +1,589	+18%	+$105K	0.01%	852
2025 Q4	$583K	Buy	+8,972	New	+$611K	0.01%	869

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

World Investment Advisors's EDV Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 16% in Q2 2026, selling an estimated $105K and leaving 8,923 shares worth $581K. The position accounts for 0.01% of the portfolio, ranked #897.

World Investment Advisors first reported a position in EDV in Q4 2025 and has held it in 3 quarters since. The position peaked at $686K in Q1 2026. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

World Investment Advisors held 8,923 shares of Vanguard World Funds Extended Duration ETF worth $581K as of Q2 2026.
World Investment Advisors sold 1,638 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $105K.
Vanguard World Funds Extended Duration ETF made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #897 holding.
World Investment Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 3 quarters since.
World Investment Advisors's Vanguard World Funds Extended Duration ETF position peaked at $686K in Q1 2026.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.