Creative Planning
Position in EDV — Vanguard World Funds Extended Duration ETF
CIK 1540235
OVERLAND PARK, KS
Position in EDV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$703,775
-$376,408 QoQ
Shares Held
10,814
-35.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 83 holders
Holding Since
Jun 2020
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EDV Over Time
Shares Held
Position Value (USD)
All Filings in EDV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,775 | 10,814 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,080,183 | 16,631 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $211,725 | 3,146 | Shares | Sole | 2025-08-08 | |
| 2020-09-30 | $221,022 | 1,335 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,192,095 | 7,180 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||