Savant Capital
EDV icon

Savant Capital’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Savant Capital’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
Q3 		$9.7M Buy
174,847
+7,255
+4% +$437K 0.03% 361
2026
Q2 		$10.9M Buy
+167,592
New +$10.7M 0.03% 274
2025
Q1 		– Sell
-6,603
Closed -$447K – 1187
2024
Q4 		$447K Buy
+6,603
New +$482K ﹤0.01% 929

Other funds holding EDV

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
Midland Wealth Advisors
Midland Wealth Advisors Effingham, Illinois $2.16B AUM 9.37% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital City Trust
Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Valtinson Bruner Financial Planning
Valtinson Bruner Financial Planning New Brighton, Minnesota $404M AUM 8.34% 1-Year Est. Return
Retirement Financial Solutions
Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return
Sellwood Investment Partners
Sellwood Investment Partners Portland, Oregon $279M AUM 9.04% 1-Year Est. Return
Professional Financial Management
Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return
Institute for Wealth Management
Institute for Wealth Management Denver, Colorado $1.13B AUM 31.46% 1-Year Est. Return

Savant Capital's EDV Position: Q3 2026 in Review

Savant Capital increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 4.3% in Q3 2026, buying an estimated $437K and bringing the position to 174,847 shares worth $9.7M. The position accounts for 0.03% of the portfolio, ranked #361.

Savant Capital first reported a position in EDV in Q4 2024 and has held it in 3 quarters since. The position peaked at $10.9M in Q2 2026. 87 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

  • Savant Capital held 174,847 shares of Vanguard World Funds Extended Duration ETF worth $9.7M as of Q3 2026.
  • Savant Capital bought 7,255 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $437K.
  • Vanguard World Funds Extended Duration ETF made up 0.03% of Savant Capital's portfolio in Q3 2026, its #361 holding.
  • Savant Capital first reported a position in Vanguard World Funds Extended Duration ETF in Q4 2024 and has held it in 3 quarters since.
  • Savant Capital's Vanguard World Funds Extended Duration ETF position peaked at $10.9M in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.