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 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%	+$9.55K	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

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

DRP

Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return

CSIA

Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

JWWM

Johnson & White Wealth Management York, Pennsylvania $267M AUM 28.91% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group's EDV Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard World Funds Extended Duration ETF (EDV) stake by 9.9% in Q2 2026, selling an estimated $32.4K and leaving 4,601 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #358.

VisionPoint Advisory Group first reported a position in EDV in Q2 2024 and has held it in 9 quarters since. The position peaked at $418K in Q3 2024. 20 funds tracked by Wall St. Rank hold EDV as of Q2 2026.

VisionPoint Advisory Group held 4,601 shares of Vanguard World Funds Extended Duration ETF worth $299K as of Q2 2026.
VisionPoint Advisory Group sold 506 Vanguard World Funds Extended Duration ETF shares in Q2 2026, an estimated $32.4K.
Vanguard World Funds Extended Duration ETF made up 0.05% of VisionPoint Advisory Group's portfolio in Q2 2026, its #358 holding.
VisionPoint Advisory Group first reported a position in Vanguard World Funds Extended Duration ETF in Q2 2024 and has held it in 9 quarters since.
VisionPoint Advisory Group's Vanguard World Funds Extended Duration ETF position peaked at $418K in Q3 2024.
20 funds tracked by Wall St. Rank held Vanguard World Funds Extended Duration ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.