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

Financial Engines 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	$568K	Sell	8,731 -5,927	-40%	-$379K	﹤0.01%	388
2026 Q1	$952K	Sell	14,658 -20,311	-58%	-$1.34M	﹤0.01%	311
2025 Q4	$2.27M	Buy	34,969 +24,943	+249%	+$1.7M	﹤0.01%	225
2025 Q3	$686K	Sell	10,026 -10,905	-52%	-$720K	﹤0.01%	351
2025 Q2	$1.41M	Sell	20,931 -3,605	-15%	-$238K	﹤0.01%	255
2025 Q1	$1.75M	Sell	24,536 -107,758	-81%	-$7.45M	﹤0.01%	202
2024 Q4	$8.96M	Buy	+132,294	New	+$9.65M	0.02%	101

Other funds holding EDV

MWA

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 40.89% 1-Year Est. Return

Financial Engines Advisors's EDV Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 40% in Q2 2026, selling an estimated $379K and leaving 8,731 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Financial Engines Advisors first reported a position in EDV in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.96M in Q4 2024. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Financial Engines Advisors held 8,731 shares of Vanguard World Funds Extended Duration ETF worth $568K as of Q2 2026.
Financial Engines Advisors sold 5,927 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $379K.
Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #388 holding.
Financial Engines Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 7 quarters since.
Financial Engines Advisors's Vanguard World Funds Extended Duration ETF position peaked at $8.96M in Q4 2024.
188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.