SAG
EDV icon

SageView Advisory Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

SageView Advisory 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
2025
Q4 		$677K Buy
10,412
+247
+2% +$16.8K 0.02% 310
2025
Q3 		$696K Hold
10,165
– – 0.02% 323
2025
Q2 		$651K Buy
10,165
+123
+1% +$8.13K 0.02% 318
2025
Q1 		$714K Hold
10,042
– – 0.03% 276
2024
Q4 		$680K Sell
10,042
-2,259
-18% -$165K 0.03% 286
2024
Q3 		$980K Hold
12,301
– – 0.05% 201
2024
Q2 		$903K Buy
+12,301
New +$890K 0.04% 236

Other funds holding EDV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MWA
Midland Wealth Advisors Effingham, Illinois $1.94B AUM 14.31% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $9.14B AUM 16.57% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
CCT
Capital City Trust Tallahassee, Florida $437M AUM 23.86% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $3.65B AUM 41.88% 1-Year Est. Return
FF
Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

SageView Advisory Group's EDV Position: Q4 2025 in Review

SageView Advisory Group increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 2.4% in Q4 2025, buying an estimated $16.8K and bringing the position to 10,412 shares worth $677K. The position accounts for 0.02% of the portfolio, ranked #310.

SageView Advisory Group first reported a position in EDV in Q2 2024 and has held it in 7 quarters since. The position peaked at $980K in Q3 2024. 201 funds tracked by Wall St. Rank hold EDV as of Q4 2025.

  • SageView Advisory Group held 10,412 shares of Vanguard World Funds Extended Duration ETF worth $677K as of Q4 2025.
  • SageView Advisory Group bought 247 Vanguard World Funds Extended Duration ETF shares in Q4 2025, an estimated $16.8K.
  • Vanguard World Funds Extended Duration ETF made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #310 holding.
  • SageView Advisory Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 7 quarters since.
  • SageView Advisory Group's Vanguard World Funds Extended Duration ETF position peaked at $980K in Q3 2024.
  • 201 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.