TS Financial Group (TSFG)’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

TS Financial Group (TSFG)’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 Q3	–	Sell	-27	Closed	-$2K	–	844
2025 Q2	$2K	Hold	27	–	–	﹤0.01%	713
2025 Q1	$2K	Hold	27	–	–	﹤0.01%	707
2024 Q4	$2K	Hold	27	–	–	﹤0.01%	658
2024 Q3	$2K	Buy	27 +1	+4%	+$78	﹤0.01%	681
2024 Q2	$2K	Hold	26	–	–	﹤0.01%	664
2024 Q1	$2K	Buy	+26	New	+$1.98K	﹤0.01%	655

Other funds holding EDV

MWA

Midland Wealth Advisors Effingham, Illinois $2.13B AUM 17.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 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

HPG

Harvest Portfolios Group Oakville, Ontario, Canada $7.09B AUM 20.73% 1-Year Est. Return

Fluent Financial Dallas, Texas $280M AUM 16.1% 1-Year Est. Return

TS Financial Group (TSFG)'s EDV Position: Q3 2025 in Review

TS Financial Group (TSFG) sold out of Vanguard World Funds Extended Duration ETF (EDV) in Q3 2025, closing a stake of 27 shares — an estimated $2K sold.

TS Financial Group (TSFG) first reported a position in EDV in Q1 2024 and held it in 6 quarters. The position peaked at $2K in Q2 2025. 173 funds tracked by Wall St. Rank hold EDV as of Q3 2025.

TS Financial Group (TSFG) reported no remaining Vanguard World Funds Extended Duration ETF position as of Q3 2025 after selling out during the quarter.
TS Financial Group (TSFG) sold 27 Vanguard World Funds Extended Duration ETF shares in Q3 2025, an estimated $2K.
TS Financial Group (TSFG) first reported a position in Vanguard World Funds Extended Duration ETF in Q1 2024 and held it in 6 quarters.
TS Financial Group (TSFG)'s Vanguard World Funds Extended Duration ETF position peaked at $2K in Q2 2025.
173 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2025.

Based on TS Financial Group (TSFG)'s 13F filing for Q3 2025, filed 4 Nov 2025.