Valtinson Bruner Financial Planning’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

Valtinson Bruner Financial Planning’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	$21.8M	Buy	335,469 +4,747	+1%	+$304K	5.47%	4
2026 Q1	$21.5M	Buy	330,722 +11,083	+3%	+$733K	5.9%	3
2025 Q4	$20.8M	Buy	319,639 +16,889	+6%	+$1.15M	5.98%	3
2025 Q3	$20.7M	Buy	302,750 +8,643	+3%	+$571K	6.14%	3
2025 Q2	$19.8M	Buy	294,107 +24,037	+9%	+$1.59M	6.21%	4
2025 Q1	$19.2M	Sell	270,070 -78,029	-22%	-$5.4M	6.49%	2
2024 Q4	$23.6M	Sell	348,099 -24,116	-6%	-$1.76M	8.23%	1
2024 Q3	$29.7M	Buy	+372,215	New	+$28.9M	10.34%	1

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

Valtinson Bruner Financial Planning's EDV Position: Q2 2026 in Review

Valtinson Bruner Financial Planning increased its Vanguard World Funds Extended Duration ETF (EDV) stake by 1.4% in Q2 2026, buying an estimated $304K and bringing the position to 335,469 shares worth $21.8M. The position accounts for 5.47% of the portfolio, ranked #4.

Valtinson Bruner Financial Planning first reported a position in EDV in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.7M in Q3 2024. 189 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

Valtinson Bruner Financial Planning held 335,469 shares of Vanguard World Funds Extended Duration ETF worth $21.8M as of Q2 2026.
Valtinson Bruner Financial Planning bought 4,747 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $304K.
Vanguard World Funds Extended Duration ETF made up 5.47% of Valtinson Bruner Financial Planning's portfolio in Q2 2026, its #4 holding.
Valtinson Bruner Financial Planning first reported a position in Vanguard World Funds Extended Duration ETF in Q3 2024 and has held it in 8 quarters since.
Valtinson Bruner Financial Planning's Vanguard World Funds Extended Duration ETF position peaked at $29.7M in Q3 2024.
189 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2026, filed 3 Aug 2026.