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

RiverFront Investment 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	$5.98M	Buy	91,887 +35,710	+64%	+$2.28M	0.08%	108
2026 Q1	$3.65M	Buy	56,177 +360	+0.6%	+$23.8K	0.06%	111
2025 Q4	$3.63M	Buy	55,817 +1,383	+3%	+$94.1K	0.06%	96
2025 Q3	$3.73M	Sell	54,434 -4,153	-7%	-$274K	0.07%	93
2025 Q2	$3.94M	Buy	58,587 +15,432	+36%	+$1.02M	0.08%	81
2025 Q1	$3.07M	Sell	43,155 -693,689	-94%	-$48M	0.07%	89
2024 Q4	$49.9M	Sell	736,844 -154,149	-17%	-$11.2M	1.14%	28
2024 Q3	$71M	Buy	890,993 +26,356	+3%	+$2.05M	1.67%	22
2024 Q2	$63.5M	Buy	864,637 +11,226	+1%	+$812K	1.69%	21
2024 Q1	$65.4M	Buy	853,411 +32,279	+4%	+$2.46M	1.84%	18
2023 Q4	$66.5M	Buy	821,132 +12,284	+2%	+$879K	2.09%	14
2023 Q3	$56.6M	Buy	808,848 +497,434	+160%	+$39.1M	2.01%	17
2023 Q2	$27.1M	Buy	+311,414	New	+$27.2M	0.88%	30

Other funds holding EDV

MWA

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

RiverFront Investment Group's EDV Position: Q2 2026 in Review

RiverFront Investment Group increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 64% in Q2 2026, buying an estimated $2.28M and bringing the position to 91,887 shares worth $5.98M. The position accounts for 0.08% of the portfolio, ranked #108.

RiverFront Investment Group first reported a position in EDV in Q2 2023 and has held it in 13 quarters since. The position peaked at $71M in Q3 2024. 67 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

RiverFront Investment Group held 91,887 shares of Vanguard World Funds Extended Duration ETF worth $5.98M as of Q2 2026.
RiverFront Investment Group bought 35,710 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $2.28M.
Vanguard World Funds Extended Duration ETF made up 0.08% of RiverFront Investment Group's portfolio in Q2 2026, its #108 holding.
RiverFront Investment Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2023 and has held it in 13 quarters since.
RiverFront Investment Group's Vanguard World Funds Extended Duration ETF position peaked at $71M in Q3 2024.
67 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.