IFG
EDV icon

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

Independent 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
2026
Q2 		$2.48M Buy
+38,089
New +$2.44M 0.05% 388
2024
Q4 		– Sell
-2,804
Closed -$223K – 1182
2024
Q3 		$223K Buy
+2,804
New +$218K 0.01% 1003
2020
Q3 		– Sell
-5,732
Closed -$952K – 516
2020
Q2 		$952K Buy
5,732
+449
+8% +$75K 0.21% 121
2020
Q1 		$886K Buy
+5,283
New +$781K 0.26% 95

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
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
PFM
Professional Financial Management Appleton, Wisconsin $98.6M AUM

Independent Financial Group's EDV Position: Q2 2026 in Review

Independent Financial Group opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 38,089 shares worth $2.48M. The stake represents 0.05% of the portfolio and ranks #388 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in EDV as recently as Q3 2024.

Independent Financial Group first reported a position in EDV in Q1 2020 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Independent Financial Group held 38,089 shares of Vanguard World Funds Extended Duration ETF worth $2.48M as of Q2 2026.
  • Vanguard World Funds Extended Duration ETF was a new Independent Financial Group position in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #388 holding.
  • Independent Financial Group first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.