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

Gladwyn Financial 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 		$92K Buy
1,413
+138
+11% +$8.83K 0.06% 53
2026
Q1 		$82.8K Sell
1,275
-25
-2% -$1.65K 0.06% 53
2025
Q4 		$84.5K Buy
1,300
+80
+7% +$5.45K 0.06% 53
2025
Q3 		$83.5K Buy
1,220
+51
+4% +$3.37K 0.06% 54
2025
Q2 		$78.7K Buy
+1,169
New +$77.3K 0.06% 53

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 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM
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
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
EFA
Englebert Financial Advisers Allentown, Pennsylvania $102M AUM

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

Gladwyn Financial Advisors increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 11% in Q2 2026, buying an estimated $8.83K and bringing the position to 1,413 shares worth $92K. The position accounts for 0.06% of the portfolio, ranked #53.

Gladwyn Financial Advisors first reported a position in EDV in Q2 2025 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Gladwyn Financial Advisors held 1,413 shares of Vanguard World Funds Extended Duration ETF worth $92K as of Q2 2026.
  • Gladwyn Financial Advisors bought 138 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $8.83K.
  • Vanguard World Funds Extended Duration ETF made up 0.06% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #53 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2025 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.