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

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 40.89% 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. 189 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.
189 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.