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

Compass Financial Management’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	$2.29M	Buy	+35,119	New	+$2.25M	0.28%	98

Other funds holding EDV

MWA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $482M AUM 21.95% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Compass Financial Management's EDV Position: Q2 2026 in Review

Compass Financial Management opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 35,119 shares worth $2.29M. The stake represents 0.28% of the portfolio and ranks #98 among its holdings.

178 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Compass Financial Management held 35,119 shares of Vanguard World Funds Extended Duration ETF worth $2.29M as of Q2 2026.
Vanguard World Funds Extended Duration ETF was a new Compass Financial Management position in Q2 2026.
Vanguard World Funds Extended Duration ETF made up 0.28% of Compass Financial Management's portfolio in Q2 2026, its #98 holding.
178 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.