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Vanguard World Funds Extended Duration ETF
EDV

77 hedge funds and large institutions have $448M invested in Vanguard World Funds Extended Duration ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

13% more funds holding

Funds holding: 68 → 77 (+9)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

8.32% less ownership

Funds ownership: 48.13% → 39.82% (-8.3%)

8% less capital invested

Capital invested by funds: $489M → $448M (-$40.8M)

26% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 27

Holders
77
Holders Change
+9
Holders Change %
+13.24%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
20
Increased
20
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$21.2M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$12.3M
3
Morgan Stanley
Morgan Stanley
New York
+$11.2M
4
FA
Forefront Analytics
Pennsylvania
+$3.88M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$55.9M
2
Jane Street
Jane Street
New York
-$20.9M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$8.6M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.51M
5
N
Natixis
France
-$6.05M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$2.16M +$698K +5,800 +52%
VF
27
Virtu Financial
New York
$1.79M +$1.7M +14,121 New
SFSIG
28
San Francisco Sentry Investment Group
California
$1.71M +$1.02M +8,450 +170%
Stifel Financial
29
Stifel Financial
Missouri
$1.69M +$874K +7,269 +120%
VWA
30
V Wealth Advisors
Kansas
$1.61M +$20.7K +172 +1%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$1.46M -$1.62M -13,461 -54%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$1.28M -$17.2K -143 -1%
PCP
33
Proficio Capital Partners
Massachusetts
$1.26M +$1.2M +9,950 New
AA
34
Advisory Alpha
Michigan
$1.19M +$33.4K +278 +3%
RF
35
RHS Financial
California
$1.16M +$202K +1,677 +23%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$1.13M -$624K -5,189 -37%
VFA
37
Voya Financial Advisors
Connecticut
$1.07M -$989K -8,218 -49%
MML Investors Services
38
MML Investors Services
Massachusetts
$935K +$115K +954 +15%
FHA
39
Flagship Harbor Advisors
Massachusetts
$889K +$843K +7,004 New
BSW
40
Buckingham Strategic Wealth
Missouri
$864K -$242K -2,013 -23%
JIR
41
James Investment Research
Ohio
$857K +$788K +6,550 +3,275%
Citigroup
42
Citigroup
New York
$841K +$796K +6,621 New
FAIM
43
Financial Advocates Investment Management
Washington
$650K +$616K +5,121 New
VCWA
44
Vanguard Capital Wealth Advisors
Colorado
$603K +$572K +4,753 New
SB
45
Suntrust Banks
Georgia
$580K +$51.6K +429 +10%
GHAM
46
Gilman Hill Asset Management
Connecticut
$462K -$120K -1,000 -22%
SC
47
Solstein Capital
California
$451K – – –
OMC
48
Old Mission Capital
Illinois
$445K +$421K +3,500 New
AI
49
Atria Investments
North Carolina
$435K -$542K -4,503 -60%
SCM
50
Symons Capital Management
Pennsylvania
$407K +$385K +3,201 New
1
2
3 4

EDV Hedge Fund Activity: Q2 2019 in Review

77 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2019, worth a combined $448M — down 8.3% from $489M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EDV positions and 8 closed out — a net gain of 12 holders — while 20 added to existing stakes and 27 trimmed.

The largest buyer was Prudential plc, adding an estimated $21.2M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $55.9M.

  • 77 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2019, up from 68 in Q1 2019.
  • Funds reported $448M of Vanguard World Funds Extended Duration ETF stock for Q2 2019, down 8.3% quarter-over-quarter.
  • 20 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2019 and 8 closed out, a net change of +12 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2019 was Prudential plc, an estimated $21.2M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2019 was Beacon Capital Management Inc (Ohio), an estimated $55.9M sold.

Based on aggregated 13F filings for Q2 2019.