VisionPoint Advisory Group’s Vanguard World Funds Extended Duration ETF EDV Stock Holding History

VisionPoint Advisory Group’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	$243K	Sell	4,376 -225	-5%	-$13.6K	0.04%	398
2026 Q2	$299K	Sell	4,601 -506	-10%	-$32.4K	0.05%	358
2026 Q1	$332K	Sell	5,107 -713	-12%	-$47.1K	0.06%	306
2025 Q4	$378K	Buy	5,820 +96	+2%	+$6.53K	0.07%	250
2025 Q3	$392K	Buy	5,724 +77	+1%	+$5.08K	0.08%	241
2025 Q2	$380K	Sell	5,647 -82	-1%	-$5.42K	0.08%	228
2025 Q1	$407K	Buy	5,729 +353	+7%	+$24.4K	0.14%	133
2024 Q4	$364K	Buy	5,376 +131	+2%	+$9.6K	0.12%	129
2024 Q3	$418K	Buy	5,245 +154	+3%	+$12K	0.14%	120
2024 Q2	$374K	Buy	+5,091	New	+$368K	0.13%	124

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

VisionPoint Advisory Group's EDV Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 4.9% in Q3 2026, selling an estimated $13.6K and leaving 4,376 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #398.

VisionPoint Advisory Group first reported a position in EDV in Q2 2024 and has held it in 10 quarters since. The position peaked at $418K in Q3 2024. 38 funds tracked by Wall St. Rank hold EDV as of Q3 2026.

VisionPoint Advisory Group held 4,376 shares of Vanguard World Funds Extended Duration ETF worth $243K as of Q3 2026.
VisionPoint Advisory Group sold 225 Vanguard World Funds Extended Duration ETF shares in Q3 2026, an estimated $13.6K.
Vanguard World Funds Extended Duration ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q3 2026, its #398 holding.
VisionPoint Advisory Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 10 quarters since.
VisionPoint Advisory Group's Vanguard World Funds Extended Duration ETF position peaked at $418K in Q3 2024.
38 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.