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Rareview Capital’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Rareview Capital’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 		$1.27M Sell
18,894
-11,460
-38% -$733K 0.71% 36
2026
Q1 		$2.04M Buy
30,354
+4,636
+18% +$306K 1.2% 28
2025
Q4 		$1.73M Buy
25,718
+14,096
+121% +$959K 1.12% 27
2025
Q3 		$782K Buy
+11,622
New +$767K 0.48% 37

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 51.91% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
VBFP
Valtinson Bruner Financial Planning New Brighton, Minnesota $399M AUM 12.95% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
HHRDM
H&H Retirement Design & Management Las Vegas, Nevada $220M AUM 16.47% 1-Year Est. Return
SIP
Sellwood Investment Partners Portland, Oregon $284M AUM 15.58% 1-Year Est. Return
NB
NBT Bank Norwich, New York $1.51B AUM 24.9% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return

Rareview Capital's EDV Position: Q2 2026 in Review

Rareview Capital reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 38% in Q2 2026, selling an estimated $733K and leaving 18,894 shares worth $1.27M. The position accounts for 0.71% of the portfolio, ranked #36.

Rareview Capital first reported a position in EDV in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q1 2026. 72 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Rareview Capital held 18,894 shares of Vanguard World Funds Extended Duration ETF worth $1.27M as of Q2 2026.
  • Rareview Capital sold 11,460 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $733K.
  • Vanguard World Funds Extended Duration ETF made up 0.71% of Rareview Capital's portfolio in Q2 2026, its #36 holding.
  • Rareview Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and has held it in 4 quarters since.
  • Rareview Capital's Vanguard World Funds Extended Duration ETF position peaked at $2.04M in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Rareview Capital's 13F filing for Q2 2026, filed 23 Jul 2026.