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Conrad Siegel Investment Advisors’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Conrad Siegel Investment Advisors’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 		$1.37M Sell
21,004
-87,572
-81% -$5.6M 0.22% 28
2026
Q1 		$7.05M Sell
108,576
-5,007
-4% -$331K 1.27% 14
2025
Q4 		$7.38M Buy
113,583
+4,769
+4% +$325K 1.4% 13
2025
Q3 		$7.45M Buy
108,814
+186
+0.2% +$12.3K 1.56% 10
2025
Q2 		$7.31M Sell
108,628
-12,830
-11% -$848K 1.64% 10
2025
Q1 		$8.64M Buy
121,458
+18,116
+18% +$1.25M 2.22% 9
2024
Q4 		$7M Buy
103,342
+8,317
+9% +$607K 1.89% 8
2024
Q3 		$7.57M Sell
95,025
-2,902
-3% -$226K 2.04% 8
2024
Q2 		$7.19M Buy
97,927
+318
+0.3% +$23K 2.09% 8
2024
Q1 		$7.48M Buy
+97,609
New +$7.43M 2.19% 9

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
FF
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
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return

Conrad Siegel Investment Advisors's EDV Position: Q2 2026 in Review

Conrad Siegel Investment Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 81% in Q2 2026, selling an estimated $5.6M and leaving 21,004 shares worth $1.37M. The position accounts for 0.22% of the portfolio, ranked #28.

Conrad Siegel Investment Advisors first reported a position in EDV in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.64M in Q1 2025. 73 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Conrad Siegel Investment Advisors held 21,004 shares of Vanguard World Funds Extended Duration ETF worth $1.37M as of Q2 2026.
  • Conrad Siegel Investment Advisors sold 87,572 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $5.6M.
  • Vanguard World Funds Extended Duration ETF made up 0.22% of Conrad Siegel Investment Advisors's portfolio in Q2 2026, its #28 holding.
  • Conrad Siegel Investment Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and has held it in 10 quarters since.
  • Conrad Siegel Investment Advisors's Vanguard World Funds Extended Duration ETF position peaked at $8.64M in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.