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Vanguard World Funds Extended Duration ETF
EDV

51 hedge funds and large institutions have $297M invested in Vanguard World Funds Extended Duration ETF in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 9

38% more capital invested

Capital invested by funds: $216M → $297M (+$81.5M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

13% more funds holding

Funds holding: 45 → 51 (+6)

8.03% more ownership

Funds ownership: 34.28% → 42.31% (+8%)

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
17
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$49.8M
2
AIP
Almanack Investment Partners
Pennsylvania
+$18.2M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$12.4M
4
Bank of America
Bank of America
North Carolina
+$11.1M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.2M

Top Sellers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
-$34.7M
2
Jane Street
Jane Street
New York
-$24.9M
3
BIA
Barry Investment Advisors
Massachusetts
-$11M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.94M
5
JIR
James Investment Research
Ohio
-$1.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.02M -$34.6K -325 -3%
IA
27
IFG Advisory
Georgia
$997K +$12.6K +118 +1%
Citadel Advisors
28
Citadel Advisors
Florida
$935K +$878K +8,240 New
MML Investors Services
29
MML Investors Services
Massachusetts
$801K +$93.3K +876 +14%
CCP
30
Cardan Capital Partners
Colorado
$761K -$34.7M -326,006 -98%
SB
31
Suntrust Banks
Georgia
$539K -$104K -975 -18%
HI
32
Hudock Inc
Pennsylvania
$505K +$477K +4,478 New
CC
33
Cognios Capital
Kansas
$416K -$31.7K -298 -7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$310K -$30K -282 -9%
ACM
35
AlphaStar Capital Management
North Carolina
$310K +$291K +2,735 New
CA
36
Cetera Advisors
Colorado
$261K -$65K -610 -21%
DA
37
Doliver Advisors
Texas
$256K +$241K +2,259 New
JIR
38
James Investment Research
Ohio
$152K -$1.82M -17,068 -93%
SC
39
Solstein Capital
California
$125K +$117K +1,100 New
SFSIG
40
San Francisco Sentry Investment Group
California
$113K +$107K +1,000 New
JP Morgan Chase
41
JP Morgan Chase
New York
$77K +$71.9K +675 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$75K +$70.3K +660 New
PA
43
Parallel Advisors
California
$11K +$107 +1 +1%
JFA
44
JNBA Financial Advisors
Minnesota
$7K +$6.29K +59 New
HR
45
Howe & Rusling
New York
$6K – – –
BAM
46
Barrett Asset Management
New York
$5K – – –
APA
47
American Portfolios Advisors
New York
$2.5K +$2.34K +22 New
GWM
48
Geneos Wealth Management
Colorado
$1K -$25.7K -241 -94%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$567 – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$1.94M -17,880 Closed
1
2
3

EDV Hedge Fund Activity: Q4 2018 in Review

51 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2018, worth a combined $297M — up 38% from $216M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new EDV positions and 9 closed out — a net gain of 6 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was UBS Group, adding an estimated $49.8M. The largest seller was Cardan Capital Partners, cutting an estimated $34.7M.

  • 51 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2018, up from 45 in Q3 2018.
  • Funds reported $297M of Vanguard World Funds Extended Duration ETF stock for Q4 2018, up 38% quarter-over-quarter.
  • 15 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2018 and 9 closed out, a net change of +6 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2018 was UBS Group, an estimated $49.8M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2018 was Cardan Capital Partners, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2018.