LFG
EDV icon

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

Larson 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 		– Sell
-84
Closed -$5.75K – 3517
2025
Q3 		$5.75K Buy
+84
New +$5.55K ﹤0.01% 2303

Other funds holding EDV

Bank of America
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
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
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

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

Larson Financial Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q4 2025, closing a stake of 84 shares — an estimated $5.75K sold.

Larson Financial Group first reported a position in EDV in Q3 2025 and held it in 1 quarter. The position peaked at $5.75K in Q3 2025. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • Larson Financial Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q4 2025 after selling out during the quarter.
  • Larson Financial Group sold 84 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $5.75K.
  • Larson Financial Group first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and held it in 1 quarter.
  • Larson Financial Group's Vanguard World Funds Extended Duration ETF position peaked at $5.75K in Q3 2025.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on Larson Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.