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Sage Investment Counsel’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sage Investment Counsel’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 		$221K Buy
+3,400
New +$217K 0.22% 104

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
CCT
Capital City Trust Tallahassee, Florida $482M AUM 21.95% 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

Sage Investment Counsel's EDV Position: Q2 2026 in Review

Sage Investment Counsel opened a new position in Vanguard World Funds Extended Duration ETF (EDV) in Q2 2026: 3,400 shares worth $221K. The stake represents 0.22% of the portfolio and ranks #104 among its holdings.

73 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

  • Sage Investment Counsel held 3,400 shares of Vanguard World Funds Extended Duration ETF worth $221K as of Q2 2026.
  • Vanguard World Funds Extended Duration ETF was a new Sage Investment Counsel position in Q2 2026.
  • Vanguard World Funds Extended Duration ETF made up 0.22% of Sage Investment Counsel's portfolio in Q2 2026, its #104 holding.
  • 73 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.