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Vanguard World Funds Extended Duration ETF
EDV

68 hedge funds and large institutions have $489M invested in Vanguard World Funds Extended Duration ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

65% more capital invested

Capital invested by funds: $297M → $489M (+$192M)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

33% more funds holding

Funds holding: 51 → 68 (+17)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5.82% more ownership

Funds ownership: 42.31% → 48.13% (+5.8%)

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
26
Increased
21
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$107M
2
BlackRock
BlackRock
New York
+$18.3M
3
Jane Street
Jane Street
New York
+$13.5M
4
PP
Prudential plc
United Kingdom
+$13.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$15.6M
2
IA
IFP Advisors
Florida
-$7.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.29M
4
Bank of America
Bank of America
North Carolina
-$5.31M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
WESPAC Advisors
California
$2.88M +$2.74M +24,124 New
Manulife (Manufacturers Life Insurance)
27
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.27M +$2.17M +19,052 New
VFA
28
Voya Financial Advisors
Connecticut
$1.99M -$494K -4,349 -21%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.67M +$1.6M +14,046 New
VWA
30
V Wealth Advisors
Kansas
$1.47M +$1.44M +12,695 New
Renaissance Technologies
31
Renaissance Technologies
New York
$1.33M +$1.27M +11,200 New
RJA
32
Raymond James & Associates
Florida
$1.33M +$1.27M +11,167 New
Baird Financial Group
33
Baird Financial Group
Wisconsin
$1.22M +$144K +1,271 +14%
AA
34
Advisory Alpha
Michigan
$1.09M +$1.04M +9,110 New
BSW
35
Buckingham Strategic Wealth
Missouri
$1.05M +$1M +8,815 New
AI
36
Atria Investments
North Carolina
$896K +$855K +7,520 New
RF
37
RHS Financial
California
$886K +$845K +7,432 New
MML Investors Services
38
MML Investors Services
Massachusetts
$763K -$74.7K -657 -9%
Stifel Financial
39
Stifel Financial
Missouri
$719K +$688K +6,053 New
SFSIG
40
San Francisco Sentry Investment Group
California
$593K +$452K +3,977 +398%
GHAM
41
Gilman Hill Asset Management
Connecticut
$552K +$527K +4,635 New
SB
42
Suntrust Banks
Georgia
$527K -$11.3K -99 -2%
SC
43
Solstein Capital
California
$423K +$278K +2,450 +223%
IA
44
IFP Advisors
Florida
$421K -$7.5M -65,999 -95%
BL
45
BCWM LLC
Kansas
$368K -$426K -3,752 -55%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$332K +$6.03K +53 +2%
HI
47
Hudock Inc
Pennsylvania
$330K -$194K -1,703 -38%
JIC
48
Johnson Investment Counsel
Ohio
$291K +$278K +2,450 New
CA
49
Cetera Advisors
Colorado
$259K -$12.3K -108 -5%
RJFSA
50
Raymond James Financial Services Advisors
Florida
$242K -$1.07M -9,449 -82%
1
2
3

EDV Hedge Fund Activity: Q1 2019 in Review

68 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2019, worth a combined $489M — up 65% from $297M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EDV positions and 9 closed out — a net gain of 17 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), opening a new position worth an estimated $107M. The largest seller was UBS Group, cutting an estimated $15.6M.

  • 68 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2019, up from 51 in Q4 2018.
  • Funds reported $489M of Vanguard World Funds Extended Duration ETF stock for Q1 2019, up 65% quarter-over-quarter.
  • 26 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2019 and 9 closed out, a net change of +17 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $107M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q1 2019 was UBS Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2019.