AFC
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Ares Financial Consulting’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Ares Financial Consulting’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 		$250K Buy
3,835
+84
+2% +$5.37K 0.18% 72
2026
Q1 		$241K Buy
3,751
+256
+7% +$16.9K 0.19% 68
2025
Q4 		$227K Buy
+3,495
New +$238K 0.22% 65

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Ares Financial Consulting's EDV Position: Q2 2026 in Review

Ares Financial Consulting increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 2.2% in Q2 2026, buying an estimated $5.37K and bringing the position to 3,835 shares worth $250K. The position accounts for 0.18% of the portfolio, ranked #72.

Ares Financial Consulting first reported a position in EDV in Q4 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Ares Financial Consulting held 3,835 shares of Vanguard World Funds Extended Duration ETF worth $250K as of Q2 2026.
  • Ares Financial Consulting bought 84 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $5.37K.
  • Vanguard World Funds Extended Duration ETF made up 0.18% of Ares Financial Consulting's portfolio in Q2 2026, its #72 holding.
  • Ares Financial Consulting first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.