MG
EDV icon

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

Mather 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 		$4.42K Sell
68
-1,244
-95% -$79.6K ﹤0.01% 1638
2026
Q1 		$85.2K Buy
+1,312
New +$86.7K ﹤0.01% 932
2025
Q2 		– Sell
-104
Closed -$7.39K – 922
2025
Q1 		$7.39K Hold
104
– – ﹤0.01% 1325
2024
Q4 		$7.04K Buy
+104
New +$7.59K ﹤0.01% 1319

Other funds holding EDV

MWA
Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Mather Group's EDV Position: Q2 2026 in Review

Mather Group reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 95% in Q2 2026, selling an estimated $79.6K and leaving 68 shares worth $4.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Mather Group first reported a position in EDV in Q4 2024 and has held it in 4 quarters since. The position peaked at $85.2K in Q1 2026. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Mather Group held 68 shares of Vanguard World Funds Extended Duration ETF worth $4.42K as of Q2 2026.
  • Mather Group sold 1,244 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $79.6K.
  • Vanguard World Funds Extended Duration ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1638 holding.
  • Mather Group first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 4 quarters since.
  • Mather Group's Vanguard World Funds Extended Duration ETF position peaked at $85.2K in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.