FF
EDV icon

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

Fluent 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
Q2 		$16.6M Sell
254,318
-276,080
-52% -$17.7M 5.91% 4
2026
Q1 		$34.2M Buy
530,398
+583
+0.1% +$38.5K 12.53% 2
2025
Q4 		$34.4M Buy
529,815
+84,870
+19% +$5.78M 13.13% 1
2025
Q3 		$30.5M Buy
+444,945
New +$29.4M 11.92% 1
2025
Q1 		– Sell
-489,766
Closed -$33.2M – 65
2024
Q4 		$33.2M Buy
489,766
+94,429
+24% +$6.89M 14.68% 1
2024
Q3 		$31.5M Buy
395,337
+111,934
+39% +$8.7M 15.16% 1
2024
Q2 		$20.8M Buy
283,403
+125,185
+79% +$9.06M 10.5% 2
2024
Q1 		$12.1M Buy
158,218
+3,080
+2% +$234K 6.7% 2
2023
Q4 		$12.6M Buy
155,138
+59,872
+63% +$4.28M 7.46% 2
2023
Q3 		$6.67M Sell
95,266
-49
-0.1% -$3.85K 3.59% 6
2023
Q2 		$8.3M Buy
+95,315
New +$8.32M 5.4% 3

Other funds holding EDV

FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
FA
Freestate Advisors Overland Park, Kansas $134M AUM 12.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $828M AUM 20.38% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $160M AUM 16.03% 1-Year Est. Return