AFG Fiduciary Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

AFG Fiduciary 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	–	Sell	-3,400	Closed	-$220K	–	69
2026 Q1	$220K	Hold	3,400	–	–	0.13%	80
2025 Q4	$220K	Sell	3,400 -2,400	-41%	-$163K	0.13%	76
2025 Q3	$393K	Buy	5,800 +1,000	+21%	+$66K	0.23%	62
2025 Q2	$320K	Buy	+4,800	New	+$317K	0.2%	66
2024 Q4	–	Sell	-11,000	Closed	-$817K	–	76
2024 Q3	$817K	Hold	11,000	–	–	0.55%	35
2024 Q2	$807K	Sell	11,000 -6,500	-37%	-$470K	0.56%	35
2024 Q1	$1.28M	Hold	17,500	–	–	0.95%	19
2023 Q4	$1.38M	Buy	+17,500	New	+$1.25M	1.12%	20

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 40.89% 1-Year Est. Return

AFG Fiduciary Services's EDV Position: Q2 2026 in Review

AFG Fiduciary Services sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 3,400 shares — an estimated $220K sold.

AFG Fiduciary Services first reported a position in EDV in Q4 2023 and held it in 8 quarters. The position peaked at $1.38M in Q4 2023. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

AFG Fiduciary Services reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
AFG Fiduciary Services sold 3,400 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $220K.
AFG Fiduciary Services first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2023 and held it in 8 quarters.
AFG Fiduciary Services's Vanguard World Funds Extended Duration ETF position peaked at $1.38M in Q4 2023.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on AFG Fiduciary Services's 13F filing for Q2 2026, filed 9 Jul 2026.