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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

FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JWWM
Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 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. 22 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.
  • 22 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.