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Keating Financial Advisory Services’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Keating Financial Advisory Services’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 		$40.2K Hold
618
– – 0.01% 743
2026
Q1 		$40.1K Buy
+618
New +$40.9K 0.01% 676

Other funds holding EDV

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Keating Financial Advisory Services's EDV Position: Q2 2026 in Review

Keating Financial Advisory Services held its Vanguard World Funds Extended Duration ETF (EDV) position steady in Q2 2026 at 618 shares worth $40.2K. The position accounts for 0.01% of the portfolio, ranked #743.

Keating Financial Advisory Services first reported a position in EDV in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Keating Financial Advisory Services held 618 shares of Vanguard World Funds Extended Duration ETF worth $40.2K as of Q2 2026.
  • Keating Financial Advisory Services left its Vanguard World Funds Extended Duration ETF share count unchanged in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up 0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #743 holding.
  • Keating Financial Advisory Services first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.