Sigma Planning Corp’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Sigma Planning Corp’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	–	Sell	-35,302	Closed	-$2.3M	–	1368
2026 Q2	$2.3M	Buy	+35,302	New	+$2.26M	0.06%	330
2023 Q3	–	Sell	-6,913	Closed	-$602K	–	1231
2023 Q2	$602K	Buy	+6,913	New	+$603K	0.02%	654
2022 Q4	–	Sell	-2,769	Closed	-$240K	–	1290
2022 Q3	$240K	Buy	+2,769	New	+$269K	0.01%	1038
2022 Q2	–	Sell	-14,271	Closed	-$1.74M	–	1329
2022 Q1	$1.74M	Buy	+14,271	New	+$1.83M	0.05%	353
2021 Q1	–	Sell	-4,147	Closed	-$632K	–	1353
2020 Q4	$632K	Sell	4,147 -5,827	-58%	-$926K	0.02%	603
2020 Q3	$1.65M	Sell	9,974 -4,319	-30%	-$729K	0.07%	280
2020 Q2	$2.37M	Buy	14,293 +8,442	+144%	+$1.41M	0.1%	202
2020 Q1	$981K	Buy	+5,851	New	+$865K	0.06%	323

Other funds holding EDV

Capital City Trust Tallahassee, Florida $484M AUM 16.43% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Retirement Financial Solutions Knoxville, Tennessee $423M AUM 13.46% 1-Year Est. Return

Professional Financial Management Appleton, Wisconsin $98.2M AUM 2.59% 1-Year Est. Return

Fermata Advisors Sonoma, California $517M AUM 14.47% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Fluent Financial Dallas, Texas $292M AUM 8.92% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $316M AUM 8.08% 1-Year Est. Return

Sigma Planning Corp's EDV Position: Q3 2026 in Review

Sigma Planning Corp sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2026, closing a stake of 35,302 shares — an estimated $2.3M sold.

Sigma Planning Corp first reported a position in EDV in Q1 2020 and held it in 8 quarters. The position peaked at $2.37M in Q2 2020. 39 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

Sigma Planning Corp reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2026 after selling out during the quarter.
Sigma Planning Corp sold 35,302 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $2.3M.
Sigma Planning Corp first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2020 and held it in 8 quarters.
Sigma Planning Corp's Vanguard World Funds Extended Duration ETF position peaked at $2.37M in Q2 2020.
39 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.