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

DecisionPoint 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 Q3	–	Sell	-400	Closed	-$25.4K	–	1441
2026 Q2	$25.4K	Buy	400 +216	+117%	+$13.8K	﹤0.01%	142
2026 Q1	$12K	Hold	184	–	–	﹤0.01%	175
2025 Q4	$12K	Sell	184 -59	-24%	-$4.02K	﹤0.01%	183
2025 Q3	$16.5K	Buy	+243	New	+$16K	﹤0.01%	120

Other funds holding EDV

Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return

Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

DecisionPoint Financial's EDV Position: Q3 2026 in Review

DecisionPoint Financial sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2026, closing a stake of 400 shares — an estimated $25.4K sold.

DecisionPoint Financial first reported a position in EDV in Q3 2025 and held it in 4 quarters. The position peaked at $25.4K in Q2 2026. 50 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

DecisionPoint Financial reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2026 after selling out during the quarter.
DecisionPoint Financial sold 400 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $25.4K.
DecisionPoint Financial first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and held it in 4 quarters.
DecisionPoint Financial's Vanguard World Funds Extended Duration ETF position peaked at $25.4K in Q2 2026.
50 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.