EDV — VANGUARD EXTENDED DUR ETF

Ownership history in Accel Wealth Management  ·  20 quarters on record

This page tracks every 13F SEC filing in which Accel Wealth Management reported a position in VANGUARD EXTENDED DUR ETF (EDV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.7% (2023 Q2)
Avg. % of fund
0.26%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 13,258 -1,705 -11.4% 0.26% $908K $66.82
2025 Q2 REDUCED 14,963 -209 -1.4% 0.34% $1.0M $64.91
2025 Q1 REDUCED 15,172 -7,008 -31.6% 0.39% $1.1M $67.82
2024 Q4 REDUCED 22,180 -1,363 -5.8% 0.57% $1.5M $64.59
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    EDV price (monthly, adj. close)

Other funds also holding EDV

As of 2025 Q4 — sorted by position size

Fluent Financial, LLC 3Y 7Y 13.13% Diesslin Group, Inc. 9.49% CLEAR INVESTMENT RESEARCH, LLC 3Y 7Y 9.01% Cadence Wealth Management LLC 3Y 6.66% Valtinson Bruner Financial Planning LLC 3Y 7Y 5.98% North Ridge Wealth Advisors, Inc. 5.73% MIDLAND WEALTH ADVISORS, LLC 4.78% Sankala Group LLC 3.01% PW ADVISORS, LLC \ FL 2.69% SURIENCE PRIVATE WEALTH LLC 3Y 2.26%
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