Briaud Financial Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Briaud Financial Planning’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	-1,176	Closed	-$79K	–	105
2025 Q2	$79K	Hold	1,176	–	–	0.03%	76
2025 Q1	$83K	Hold	1,176	–	–	0.03%	63
2024 Q4	$79K	Hold	1,176	–	–	0.03%	59
2024 Q3	$93K	Hold	1,176	–	–	0.05%	44
2024 Q2	$86K	Hold	1,176	–	–	0.05%	42
2024 Q1	$91K	Buy	+1,176	New	+$89.5K	0.05%	42
2023 Q4	–	Sell	-1,176	Closed	-$82K	–	62
2023 Q3	$82K	Buy	+1,176	New	+$92.4K	0.07%	44
2022 Q3	–	Sell	-50,277	Closed	-$5.03M	–	29
2022 Q2	$5.03M	Sell	50,277 -486	-1%	-$50.5K	3.3%	5
2022 Q1	$6.18M	Buy	50,763 +1,628	+3%	+$209K	3.55%	5
2021 Q4	$6.88M	Buy	+49,135	New	+$6.85M	3.74%	5

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

Briaud Financial Planning's EDV Position: Q3 2025 in Review

Briaud Financial Planning sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 1,176 shares — an estimated $79K sold.

Briaud Financial Planning first reported a position in EDV in Q4 2021 and held it in 10 quarters. The position peaked at $6.88M in Q4 2021. 172 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

Briaud Financial Planning reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 1,176 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $79K.
Briaud Financial Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and held it in 10 quarters.
Briaud Financial Planning's Vanguard World Funds Extended Duration ETF position peaked at $6.88M in Q4 2021.
172 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.