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
2026 Q2	$686K	Buy	10,536 +124	+1%	+$7.93K	0.02%	307
2026 Q1	$676K	Hold	10,412	–	–	0.02%	289
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

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

SageView Advisory Group's EDV Position: Q2 2026 in Review

SageView Advisory Group increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1.2% in Q2 2026, buying an estimated $7.93K and bringing the position to 10,536 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #307.

SageView Advisory Group first reported a position in EDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $980K in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

SageView Advisory Group held 10,536 shares of Vanguard World Funds Extended Duration ETF worth $686K as of Q2 2026.
SageView Advisory Group bought 124 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $7.93K.
Vanguard World Funds Extended Duration ETF made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #307 holding.
SageView Advisory Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 9 quarters since.
SageView Advisory Group's Vanguard World Funds Extended Duration ETF position peaked at $980K in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.