Ares Financial Consulting
EDV icon

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
Q3 		$199K Sell
3,583
-252
-7% -$15.2K 0.14% 78
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

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Ares Financial Consulting's EDV Position: Q3 2026 in Review

Ares Financial Consulting reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 6.6% in Q3 2026, selling an estimated $15.2K and leaving 3,583 shares worth $199K. The position accounts for 0.14% of the portfolio, ranked #78.

Ares Financial Consulting first reported a position in EDV in Q4 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2026. 87 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

  • Ares Financial Consulting held 3,583 shares of Vanguard World Funds Extended Duration ETF worth $199K as of Q3 2026.
  • Ares Financial Consulting sold 252 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $15.2K.
  • Vanguard World Funds Extended Duration ETF made up 0.14% of Ares Financial Consulting's portfolio in Q3 2026, its #78 holding.
  • Ares Financial Consulting first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 4 quarters since.
  • Ares Financial Consulting's Vanguard World Funds Extended Duration ETF position peaked at $250K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on Ares Financial Consulting's 13F filing for Q3 2026, filed 19 Oct 2026.