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Professional Financial Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Professional Financial Management’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 		$7.88M Buy
121,134
+7,642
+7% +$489K 8% 4
2026
Q1 		$7.37M Buy
113,492
+8,209
+8% +$543K 7.67% 5
2025
Q4 		$6.84M Buy
+105,283
New +$7.17M 7.76% 5

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

Professional Financial Management's EDV Position: Q2 2026 in Review

Professional Financial Management increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 6.7% in Q2 2026, buying an estimated $489K and bringing the position to 121,134 shares worth $7.88M. The position accounts for 8% of the portfolio, ranked #4.

Professional Financial Management first reported a position in EDV in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Professional Financial Management held 121,134 shares of Vanguard World Funds Extended Duration ETF worth $7.88M as of Q2 2026.
  • Professional Financial Management bought 7,642 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $489K.
  • Vanguard World Funds Extended Duration ETF made up 8% of Professional Financial Management's portfolio in Q2 2026, its #4 holding.
  • Professional Financial Management first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Professional Financial Management's 13F filing for Q2 2026, filed 15 Jul 2026.