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EDV icon

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

IFP 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 		$46.3K Sell
711
-733
-51% -$46.9K ﹤0.01% 2447
2026
Q1 		$93.8K Sell
1,444
-877
-38% -$58K ﹤0.01% 1884
2025
Q4 		$151K Sell
2,321
-3,689
-61% -$251K ﹤0.01% 1534
2025
Q3 		$411K Sell
6,010
-228
-4% -$15.1K 0.01% 935
2025
Q2 		$420K Sell
6,238
-40
-0.6% -$2.64K 0.01% 907
2025
Q1 		$446K Sell
6,278
-20,394
-76% -$1.41M 0.01% 811
2024
Q4 		$1.81M Sell
26,672
-2,849
-10% -$208K 0.06% 354
2024
Q3 		$2.35M Sell
29,521
-1,848
-6% -$144K 0.08% 263
2024
Q2 		$2.3M Buy
31,369
+151
+0.5% +$10.9K 0.09% 234
2024
Q1 		$2.39M Buy
31,218
+499
+2% +$38K 0.1% 214
2023
Q4 		$2.49M Buy
30,719
+27,332
+807% +$1.96M 0.12% 193
2023
Q3 		$237K Sell
3,387
-1,567
-32% -$123K 0.01% 889
2023
Q2 		$431K Buy
4,954
+701
+16% +$61.2K 0.02% 704
2023
Q1 		$482K Sell
4,253
-1,078
-20% -$95.7K 0.02% 619
2022
Q4 		$606K Sell
5,331
-137,922
-96% -$11.6M 0.02% 810
2022
Q3 		$16.3M Buy
143,253
+199
+0.1% +$19.4K 0.42% 35
2022
Q2 		$16.3M Hold
143,054
– – 0.52% 25
2022
Q1 		$16.3M Buy
143,054
+136,635
+2,129% +$17.5M 0.52% 25
2021
Q4 		$898K Sell
6,419
-652
-9% -$90.9K 0.02% 429
2021
Q3 		$962K Sell
7,071
-12,530
-64% -$1.76M 0.02% 412
2021
Q2 		$2.65M Buy
19,601
+18,911
+2,741% +$2.45M 0.05% 202
2021
Q1 		$86K Sell
690
-17,967
-96% -$2.45M ﹤0.01% 1228
2020
Q4 		$2.84M Sell
18,657
-149,549
-89% -$23.8M 0.12% 153
2020
Q3 		$27.8M Buy
168,206
+106,077
+171% +$17.9M 1.66% 7
2020
Q2 		$10.4M Buy
62,129
+13,157
+27% +$2.2M 0.82% 17
2020
Q1 		$8.12M Sell
48,972
-65,771
-57% -$9.72M 0.82% 18
2019
Q4 		$15.2M Buy
114,743
+46,857
+69% +$6.38M 1.14% 8
2019
Q3 		$9.56M Buy
+67,886
New +$9.24M 0.64% 23
2019
Q1 		$421K Sell
3,532
-65,999
-95% -$7.5M 0.06% 321
2018
Q4 		$7.84M Buy
69,531
+10,689
+18% +$1.14M 0.48% 39
2018
Q3 		$6.38M Buy
58,842
+30,379
+107% +$3.43M 0.26% 80
2018
Q2 		$3.27M Sell
28,463
-11,241
-28% -$1.26M 0.14% 173
2018
Q1 		$4.8M Hold
39,704
– – 0.22% 94
2017
Q4 		$4.8M Buy
39,704
+2,972
+8% +$354K 0.22% 94
2017
Q3 		$4.29M Buy
36,732
+696
+2% +$82.5K 0.17% 128
2017
Q2 		$4.23M Buy
36,036
+1,726
+5% +$199K 0.18% 119
2017
Q1 		$3.81M Buy
34,310
+3,476
+11% +$385K 0.17% 136
2016
Q4 		$3.37M Sell
30,834
-11,764
-28% -$1.41M 0.16% 141
2016
Q3 		$5.81M Buy
42,598
+1,427
+3% +$198K 0.3% 66
2016
Q2 		$5.69M Buy
41,171
+37,639
+1,066% +$4.85M 0.32% 65
2016
Q1 		$421K Buy
+3,532
New +$438K 0.06% 321

Other funds holding EDV

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
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

IFP Advisors's EDV Position: Q2 2026 in Review

IFP Advisors reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 51% in Q2 2026, selling an estimated $46.9K and leaving 711 shares worth $46.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2447.

IFP Advisors first reported a position in EDV in Q1 2016 and has held it in 41 quarters since. The position peaked at $27.8M in Q3 2020. 38 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • IFP Advisors held 711 shares of Vanguard World Funds Extended Duration ETF worth $46.3K as of Q2 2026.
  • IFP Advisors sold 733 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $46.9K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2447 holding.
  • IFP Advisors first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2016 and has held it in 41 quarters since.
  • IFP Advisors's Vanguard World Funds Extended Duration ETF position peaked at $27.8M in Q3 2020.
  • 38 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.