Deane Retirement Strategies’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Deane Retirement Strategies’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	–	Sell	-138	Closed	-$8.96K	–	55
2026 Q1	$8.96K	Sell	138 -172,286	-100%	-$11.4M	﹤0.01%	40
2025 Q4	$11.1M	Buy	+172,424	New	+$11.7M	4.61%	7
2025 Q2	–	Sell	-178,253	Closed	-$12.7M	–	67
2025 Q1	$12.7M	Buy	+178,253	New	+$12.3M	6.04%	4
2020 Q4	–	Sell	-53,549	Closed	-$8.87M	–	71
2020 Q3	$8.87M	Buy	+53,549	New	+$9.04M	6.02%	3
2020 Q2	–	Sell	-25,996	Closed	-$4.36M	–	56
2020 Q1	$4.36M	Buy	+25,996	New	+$3.84M	3.23%	7

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

EFA

Englebert Financial Advisers Allentown, Pennsylvania $102M AUM

Deane Retirement Strategies's EDV Position: Q2 2026 in Review

Deane Retirement Strategies sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026, closing a stake of 138 shares — an estimated $8.96K sold.

Deane Retirement Strategies first reported a position in EDV in Q1 2020 and held it in 5 quarters. The position peaked at $12.7M in Q1 2025. 41 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Deane Retirement Strategies reported no remaining Vanguard World Funds Extended Duration ETF position as of Q2 2026 after selling out during the quarter.
Deane Retirement Strategies sold 138 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $8.96K.
Deane Retirement Strategies first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 5 quarters.
Deane Retirement Strategies's Vanguard World Funds Extended Duration ETF position peaked at $12.7M in Q1 2025.
41 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Deane Retirement Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.