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

Financial Connections Group’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 Q1	$5K	Hold	80	–	–	﹤0.01%	214
2025 Q4	$5K	Buy	80 +2	+3%	+$136	﹤0.01%	197
2025 Q3	$5K	Buy	78 +1	+1%	+$66	﹤0.01%	199
2025 Q2	$5K	Hold	77	–	–	﹤0.01%	211
2025 Q1	$5K	Hold	77	–	–	﹤0.01%	184
2024 Q4	$5K	Buy	77 +2	+3%	+$146	﹤0.01%	175
2024 Q3	$6K	Buy	75 +1	+1%	+$78	﹤0.01%	162
2024 Q2	$5K	Buy	+74	New	+$5.36K	﹤0.01%	235
2024 Q1	–	Sell	-73	Closed	-$5K	–	188
2023 Q4	$5K	Buy	+73	New	+$5.22K	﹤0.01%	183
2023 Q3	–	Sell	-172	Closed	-$15K	–	150
2023 Q2	$15K	Buy	172 +1	+0.6%	+$87	0.01%	161
2023 Q1	$15K	Hold	171	–	–	0.01%	149
2022 Q4	$14K	Sell	171 -99	-37%	-$8.34K	0.01%	147
2022 Q3	$23K	Buy	270 +1	+0.4%	+$97	0.02%	104
2022 Q2	$26K	Buy	269 +212	+372%	+$22K	0.02%	128
2022 Q1	$6K	Hold	57	–	–	0.01%	220
2021 Q4	$8K	Buy	+57	New	+$7.95K	0.01%	220

Other funds holding EDV

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 57.61% 1-Year Est. Return

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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 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

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

Financial Connections Group's EDV Position: Q1 2026 in Review

Financial Connections Group held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q1 2026 at 80 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Financial Connections Group first reported a position in EDV in Q4 2021 and has held it in 16 quarters since. The position peaked at $26K in Q2 2022. 185 funds tracked by Wall St. Rank hold EDV as of Q1 2026.

Financial Connections Group held 80 shares of Vanguard World Funds Extended Duration ETF worth $5K as of Q1 2026.
Financial Connections Group left its Vanguard World Funds Extended Duration ETF share count unchanged in Q1 2026.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #214 holding.
Financial Connections Group first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard World Funds Extended Duration ETF position peaked at $26K in Q2 2022.
185 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.