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

Greenberg Financial 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 Q4	$1.34M	Buy	+20,557	New	+$1.4M	0.55%	33
2025 Q2	$1.32M	Sell	20,296 -1,601	-7%	-$106K	0.49%	40
2025 Q1	$1.42M	Buy	+21,897	New	+$1.51M	0.59%	35

Other funds holding EDV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return

CCT

Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Greenberg Financial Group's EDV Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025: 20,557 shares worth $1.34M. The stake represents 0.55% of the portfolio and ranks #33 among its holdings. This is a return to the name: Greenberg Financial Group previously reported a position in EDV as recently as Q2 2025.

Greenberg Financial Group first reported a position in EDV in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.42M in Q1 2025. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

Greenberg Financial Group held 20,557 shares of Vanguard World Funds Extended Duration ETF worth $1.34M as of Q4 2025.
Vanguard World Funds Extended Duration ETF was a new Greenberg Financial Group position in Q4 2025.
Vanguard World Funds Extended Duration ETF made up 0.55% of Greenberg Financial Group's portfolio in Q4 2025, its #33 holding.
Greenberg Financial Group first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2025 and has held it in 3 quarters since.
Greenberg Financial Group's Vanguard World Funds Extended Duration ETF position peaked at $1.42M in Q1 2025.
201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.