Retirement Financial Solutions’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Retirement Financial Solutions’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	$14.4M	Buy	220,523 +152,581	+225%	+$9.76M	3.53%	10
2026 Q1	$4.41M	Buy	67,942 +976	+1%	+$64.5K	1.26%	26
2025 Q4	$4.35M	Sell	66,966 -55,588	-45%	-$3.78M	1.27%	24
2025 Q3	$8.39M	Buy	+122,554	New	+$8.09M	2.63%	17

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Retirement Financial Solutions's EDV Position: Q2 2026 in Review

Retirement Financial Solutions increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 225% in Q2 2026, buying an estimated $9.76M and bringing the position to 220,523 shares worth $14.4M. The position accounts for 3.53% of the portfolio, ranked #10.

Retirement Financial Solutions first reported a position in EDV in Q3 2025 and has held it in 4 quarters since. 188 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Retirement Financial Solutions held 220,523 shares of Vanguard World Funds Extended Duration ETF worth $14.4M as of Q2 2026.
Retirement Financial Solutions bought 152,581 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $9.76M.
Vanguard World Funds Extended Duration ETF made up 3.53% of Retirement Financial Solutions's portfolio in Q2 2026, its #10 holding.
Retirement Financial Solutions first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2025 and has held it in 4 quarters since.
188 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Retirement Financial Solutions's 13F filing for Q2 2026, filed 30 Jul 2026.