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

Freestate 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
Q3 		$209K Buy
3,776
+9
+0.2% +$542 0.16% 40
2026
Q2 		$245K Buy
3,767
+9
+0.2% +$576 0.18% 36
2026
Q1 		$244K Hold
3,758
– – 0.2% 36
2025
Q4 		$244K Buy
3,758
+16
+0.4% +$1.09K 0.2% 35
2025
Q3 		$256K Buy
3,742
+318
+9% +$21K 0.21% 35
2025
Q2 		$230K Buy
+3,424
New +$226K 0.21% 39

Other funds holding EDV

CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GGS
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Freestate Advisors's EDV Position: Q3 2026 in Review

Freestate Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 0.24% in Q3 2026, buying an estimated $542 and bringing the position to 3,776 shares worth $209K. The position accounts for 0.16% of the portfolio, ranked #40.

Freestate Advisors first reported a position in EDV in Q2 2025 and has held it in 6 quarters since. The position peaked at $256K in Q3 2025. 8 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

  • Freestate Advisors held 3,776 shares of Vanguard World Funds Extended Duration ETF worth $209K as of Q3 2026.
  • Freestate Advisors bought 9 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $542.
  • Vanguard World Funds Extended Duration ETF made up 0.16% of Freestate Advisors's portfolio in Q3 2026, its #40 holding.
  • Freestate Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and has held it in 6 quarters since.
  • Freestate Advisors's Vanguard World Funds Extended Duration ETF position peaked at $256K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on Freestate Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.