Beacon Capital Management LLC (Tennessee)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
2025 Q3	–	Sell	-9	Closed	-$620	–	367
2025 Q2	$620	Hold	9	–	–	﹤0.01%	1019
2025 Q1	$648	Hold	9	–	–	﹤0.01%	1071
2024 Q4	$617	Hold	9	–	–	﹤0.01%	1017
2024 Q3	$717	Hold	9	–	–	﹤0.01%	1131
2024 Q2	$661	Hold	9	–	–	﹤0.01%	981
2024 Q1	$689	Hold	9	–	–	﹤0.01%	993
2023 Q4	$630	Hold	9	–	–	﹤0.01%	909
2023 Q3	$784	Hold	9	–	–	﹤0.01%	940
2023 Q2	$784	Hold	9	–	–	﹤0.01%	940
2023 Q1	$815	Hold	9	–	–	﹤0.01%	854
2022 Q4	$745	Hold	9	–	–	﹤0.01%	908
2022 Q3	$1K	Hold	9	–	–	﹤0.01%	794
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	848
2022 Q1	$1K	Buy	+9	New	+$1.15K	﹤0.01%	848

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $6.06B AUM 16.63% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s EDV Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 9 shares — an estimated $620 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in EDV in Q1 2022 and held it in 14 quarters. The position peaked at $1K in Q3 2022. 172 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 9 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $620.
Beacon Capital Management LLC (Tennessee) first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Vanguard World Funds Extended Duration ETF position peaked at $1K in Q3 2022.
172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.