FEG
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Fund Evaluation Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Fund Evaluation 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
2025
Q3 		– Sell
-17,065
Closed -$1.15M – 78
2025
Q2 		$1.15M Buy
+17,065
New +$1.13M 0.04% 54

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Fund Evaluation Group's EDV Position: Q3 2025 in Review

Fund Evaluation Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 17,065 shares — an estimated $1.15M sold.

Fund Evaluation Group first reported a position in EDV in Q2 2025 and held it in 1 quarter. The position peaked at $1.15M in Q2 2025. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • Fund Evaluation Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Fund Evaluation Group sold 17,065 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $1.15M.
  • Fund Evaluation Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and held it in 1 quarter.
  • Fund Evaluation Group's Vanguard World Funds Extended Duration ETF position peaked at $1.15M in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Fund Evaluation Group's 13F filing for Q3 2025, filed 12 Nov 2025.