MFGM
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Marshall Financial Group (Maryland)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Marshall Financial Group (Maryland)’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 		$397K Sell
6,093
-1,271
-17% -$81.3K 0.06% 229
2026
Q1 		$478K Sell
7,364
-86,597
-92% -$5.72M 0.08% 206
2025
Q4 		$6.11M Buy
93,961
+748
+0.8% +$50.9K 1.19% 13
2025
Q3 		$6.38M Sell
93,213
-53
-0.1% -$3.5K 1.24% 16
2025
Q2 		$6.02M Sell
93,266
-2,329
-2% -$154K 1.18% 15
2025
Q1 		$6.8M Sell
95,595
-25,241
-21% -$1.75M 1.49% 15
2024
Q4 		$8.18M Buy
120,836
+12,664
+12% +$924K 1.98% 9
2024
Q3 		$8.62M Buy
108,172
+13,192
+14% +$1.03M 2.06% 11
2024
Q2 		$6.97M Buy
94,980
+6,883
+8% +$498K 1.95% 12
2024
Q1 		$6.75M Buy
88,097
+11,775
+15% +$896K 1.94% 11
2023
Q4 		$6.18M Buy
76,322
+8,528
+13% +$610K 1.99% 11
2023
Q3 		$4.75M Buy
67,794
+52
+0.1% +$4.09K 1.71% 11
2023
Q2 		$5.9M Sell
67,742
-1,931
-3% -$168K 2.01% 10
2023
Q1 		$6.31M Buy
69,673
+16,105
+30% +$1.43M 2.26% 9
2022
Q4 		$4.44M Buy
+53,568
New +$4.51M 1.72% 8
2021
Q1 		– Sell
-1,709
Closed -$260K – 136
2020
Q4 		$260K Buy
+1,709
New +$272K 0.17% 111

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

Marshall Financial Group (Maryland)'s EDV Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 17% in Q2 2026, selling an estimated $81.3K and leaving 6,093 shares worth $397K. The position accounts for 0.06% of the portfolio, ranked #229.

Marshall Financial Group (Maryland) first reported a position in EDV in Q4 2020 and has held it in 16 quarters since. The position peaked at $8.62M in Q3 2024. 38 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Marshall Financial Group (Maryland) held 6,093 shares of Vanguard World Funds Extended Duration ETF worth $397K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 1,271 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $81.3K.
  • Vanguard World Funds Extended Duration ETF made up 0.06% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #229 holding.
  • Marshall Financial Group (Maryland) first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2020 and has held it in 16 quarters since.
  • Marshall Financial Group (Maryland)'s Vanguard World Funds Extended Duration ETF position peaked at $8.62M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.