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

Clarity Financial’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	$397K	Sell	6,101 -1,849	-23%	-$118K	0.03%	86
2026 Q1	$516K	Buy	7,950 +3,000	+61%	+$198K	0.06%	67
2025 Q4	$322K	Sell	4,950 -223	-4%	-$15.2K	0.03%	84
2025 Q3	$354K	Buy	5,173 +222	+4%	+$14.7K	0.04%	83
2025 Q2	$333K	Buy	4,951 +571	+13%	+$37.7K	0.04%	84
2025 Q1	$311K	Sell	4,380 -411	-9%	-$28.4K	0.04%	86
2024 Q4	$324K	Buy	4,791 +382	+9%	+$27.9K	0.04%	89
2024 Q3	$351K	Sell	4,409 -475	-10%	-$36.9K	0.04%	108
2024 Q2	$359K	Buy	4,884 +486	+11%	+$35.2K	0.05%	84
2024 Q1	$337K	Buy	4,398 +177	+4%	+$13.5K	0.05%	94
2023 Q4	$342K	Sell	4,221 -149	-3%	-$10.7K	0.06%	80
2023 Q3	$306K	Sell	4,370 -3,849	-47%	-$302K	0.05%	90
2023 Q2	$716K	Buy	+8,219	New	+$717K	0.1%	60
2023 Q1	–	Sell	-8,640	Closed	-$716K	–	46
2022 Q4	$716K	Buy	+8,640	New	+$728K	0.14%	50

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

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

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

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

Quadrature Capital London, United Kingdom $11.7B AUM 87.29% 1-Year Est. Return

SIP

Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return

Clarity Financial's EDV Position: Q2 2026 in Review

Clarity Financial reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 23% in Q2 2026, selling an estimated $118K and leaving 6,101 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #86.

Clarity Financial first reported a position in EDV in Q4 2022 and has held it in 14 quarters since. The position peaked at $716K in Q4 2022. 89 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Clarity Financial held 6,101 shares of Vanguard World Funds Extended Duration ETF worth $397K as of Q2 2026.
Clarity Financial sold 1,849 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $118K.
Vanguard World Funds Extended Duration ETF made up 0.03% of Clarity Financial's portfolio in Q2 2026, its #86 holding.
Clarity Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2022 and has held it in 14 quarters since.
Clarity Financial's Vanguard World Funds Extended Duration ETF position peaked at $716K in Q4 2022.
89 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.