TriaGen Wealth Management’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

TriaGen Wealth Management’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	$305K	Sell	4,679 -1	-0%	-$64	0.08%	156
2026 Q1	$304K	Buy	4,680 +280	+6%	+$18.5K	0.08%	147
2025 Q4	$286K	Buy	4,400 +30	+0.7%	+$2.04K	0.07%	153
2025 Q3	$299K	Buy	4,370 +790	+22%	+$52.2K	0.08%	155
2025 Q2	$241K	Buy	3,580 +196	+6%	+$13K	0.07%	158
2025 Q1	$241K	Buy	3,384 +421	+14%	+$29.1K	0.08%	149
2024 Q4	$201K	Buy	2,963 +31	+1%	+$2.26K	0.07%	162
2024 Q3	$234K	Buy	2,932 +48	+2%	+$3.73K	0.08%	159
2024 Q2	$212K	Buy	+2,884	New	+$209K	0.08%	153

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 40.91% 1-Year Est. Return

TriaGen Wealth Management's EDV Position: Q2 2026 in Review

TriaGen Wealth Management reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 0.02% in Q2 2026, selling an estimated $64 and leaving 4,679 shares worth $305K. The position accounts for 0.08% of the portfolio, ranked #156.

TriaGen Wealth Management first reported a position in EDV in Q2 2024 and has held it in 9 quarters since. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

TriaGen Wealth Management held 4,679 shares of Vanguard World Funds Extended Duration ETF worth $305K as of Q2 2026.
TriaGen Wealth Management sold 1 Vanguard World Funds Extended Duration ETF share in Q2 2026, an estimated $64.
Vanguard World Funds Extended Duration ETF made up 0.08% of TriaGen Wealth Management's portfolio in Q2 2026, its #156 holding.
TriaGen Wealth Management first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 9 quarters since.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.