MAWAG
EDV icon

Mid-American Wealth Advisory Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Mid-American Wealth Advisory 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
Q3 		– Sell
-8
Closed -$538 – 122
2025
Q2 		$538 Buy
+8
New +$529 ﹤0.01% 311
2024
Q3 		– Sell
-10,146
Closed -$745K – 48
2024
Q2 		$745K Buy
10,146
+5,479
+117% +$396K 0.48% 27
2024
Q1 		$357K Buy
+4,667
New +$355K 0.24% 32

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 57.61% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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
HPG
Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

Mid-American Wealth Advisory Group's EDV Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 8 shares — an estimated $538 sold.

Mid-American Wealth Advisory Group first reported a position in EDV in Q1 2024 and held it in 3 quarters. The position peaked at $745K in Q2 2024. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

  • Mid-American Wealth Advisory Group reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
  • Mid-American Wealth Advisory Group sold 8 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $538.
  • Mid-American Wealth Advisory Group first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 3 quarters.
  • Mid-American Wealth Advisory Group's Vanguard World Funds Extended Duration ETF position peaked at $745K in Q2 2024.
  • 173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.