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Vanguard World Funds Extended Duration ETF
EDV

58 hedge funds and large institutions have $229M invested in Vanguard World Funds Extended Duration ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

14% more funds holding

Funds holding: 51 → 58 (+7)

7% more capital invested

Capital invested by funds: $215M → $229M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.09% less ownership

Funds ownership: 38.25% → 38.16% (-0.09%)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
12
Increased
21
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$8.36M
2
AIP
Almanack Investment Partners
Pennsylvania
+$6.01M
3
LPL Financial
LPL Financial
California
+$4.86M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.43M
5
LFAS
Level Four Advisory Services
Texas
+$3.99M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$15M
2
MML Investors Services
MML Investors Services
Massachusetts
-$4.34M
3
Cerity Partners
Cerity Partners
New York
-$2.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
5
Bank of America
Bank of America
North Carolina
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1M +$14.7K +124 +1%
UBS Group
27
UBS Group
Switzerland
$972K -$212K -1,786 -18%
Citadel Advisors
28
Citadel Advisors
Florida
$960K +$174K +1,472 +22%
JIR
29
James Investment Research
Ohio
$946K +$788K +6,650 +459%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$753K +$11.7K +99 +2%
Manulife (Manufacturers Life Insurance)
31
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$568K +$157K +1,325 +37%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$565K -$323K -2,727 -36%
CC
33
Cognios Capital
Kansas
$532K -$21.2K -179 -4%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$524K -$7.59K -64 -1%
MML Investors Services
35
MML Investors Services
Massachusetts
$487K -$4.34M -36,575 -90%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$418K +$424K +3,581 New
CPP
37
Crow Point Partners
Massachusetts
$388K +$394K +3,328 New
AI
38
Atria Investments
North Carolina
$374K +$380K +3,207 New
GWM
39
Geneos Wealth Management
Colorado
$322K – – –
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$308K +$16K +135 +5%
BAM
41
Belpointe Asset Management
Nevada
$282K +$286K +2,412 New
WS
42
Wedbush Securities
California
$266K – – –
TSS
43
Two Sigma Securities
New York
$261K +$266K +2,240 New
VF
44
Virtu Financial
New York
$256K +$260K +2,195 New
SAS
45
Sage Advisory Services
Texas
$252K +$256K +2,160 New
SM
46
Sciencast Management
New Jersey
$224K +$224K +1,890 New
FPF
47
FNY Partners Fund
New York
$77K +$27.7K +234 +55%
PA
48
Parallel Advisors
California
$42K – – –
HI
49
Hudock Inc
Pennsylvania
$30K +$30.8K +260 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$23K +$237 +2 +1%
1
2
3

EDV Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2017, worth a combined $229M — up 6.7% from $215M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EDV positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $8.36M. The largest seller was Goldman Sachs, cutting an estimated $15M.

  • 58 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2017, up from 51 in Q2 2017.
  • Funds reported $229M of Vanguard World Funds Extended Duration ETF stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 12 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2017 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2017 was Beacon Capital Management Inc (Ohio), an estimated $8.36M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2017 was Goldman Sachs, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2017.