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Vanguard World Funds Extended Duration ETF
EDV

119 hedge funds and large institutions have $411M invested in Vanguard World Funds Extended Duration ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 125 → 119 (-6)

15% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 33

18.37% less ownership

Funds ownership: 49.13% → 30.76% (-18%)

19% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 43

50% less funds holding in top 10

Funds holding in top 10: 10 → 5 (-5)

57% less capital invested

Capital invested by funds: $949M → $411M (-$538M)

Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
28
Increased
35
Reduced
43
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SRA
Summit Rock Advisors
New York
+$15.5M
2
Goldman Sachs
Goldman Sachs
New York
+$11M
3
BlackRock
BlackRock
New York
+$10M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.84M
5
FTUS
Flow Traders U.S.
New York
+$8.06M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$254M
2
TI
Tidal Investments
Wisconsin
-$55.1M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$36M
4
UBS Group
UBS Group
Switzerland
-$27.9M
5
Morgan Stanley
Morgan Stanley
New York
-$23.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$2.84M -$23.8M -149,549 -89%
PCP
27
Proficio Capital Partners
Massachusetts
$2.7M +$2.86M +18,015 New
RF
28
RHS Financial
California
$2.46M +$152K +955 +6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$2.36M -$7.18M -45,142 -74%
QI
30
QS Investors
New York
$2.02M +$2.1M +13,236 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.86M -$2.33M -14,673 -55%
EW
32
Evoke Wealth
California
$1.81M +$1.25M +7,854 +194%
TA
33
TrueWealth Advisors
Alabama
$1.76M +$1.94M +12,204 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$301K +1,894 +20%
UWM
35
USAdvisors Wealth Management
Minnesota
$1.71M +$220K +1,382 +14%
KAS
36
Kestra Advisory Services
Texas
$1.59M +$1.64M +10,323 +8,258%
OIA
37
OneDigital Investment Advisors
Kansas
$1.35M +$1.41M +8,884 New
CCFM
38
Clear Creek Financial Management
Washington
$1.35M +$1.41M +8,865 New
BAM
39
Belpointe Asset Management
Nevada
$1.33M -$116K -730 -8%
CRWM
40
Castle Rock Wealth Management
California
$1.3M +$85.7K +539 +6%
NCG
41
Newport Capital Group
New Jersey
$1.24M +$1.29M +8,120 New
BL
42
BCWM LLC
Kansas
$1.18M +$33.4K +210 +3%
TFA
43
Tranquilli Financial Advisor
New Jersey
$1.15M +$1.2M +7,536 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.15M -$3.03M -19,056 -72%
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.1M -$23.1M -145,561 -95%
AWM
46
AE Wealth Management
Kansas
$1.08M -$567K -3,569 -34%
BAM
47
BTS Asset Management
Massachusetts
$1.02M – – –
SS
48
Simplicity Solutions
Minnesota
$995K -$606K -3,810 -37%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$988K -$1.71M -10,785 -62%
Truist Financial
50
Truist Financial
North Carolina
$894K +$212K +1,336 +29%
1
2
3 4 5

EDV Hedge Fund Activity: Q4 2020 in Review

119 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2020, worth a combined $411M — down 57% from $949M a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of EDV and 28 opened new positions — a net loss of 5 holders — while 43 trimmed existing stakes and 35 added.

The largest buyer was Summit Rock Advisors, opening a new position worth an estimated $15.5M. The largest seller was Jane Street, cutting an estimated $254M.

  • 119 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2020, down from 125 in Q3 2020.
  • Funds reported $411M of Vanguard World Funds Extended Duration ETF stock for Q4 2020, down 57% quarter-over-quarter.
  • 28 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2020 and 33 closed out, a net change of -5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2020 was Summit Rock Advisors, an estimated $15.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2020 was Jane Street, an estimated $254M sold.

Based on aggregated 13F filings for Q4 2020.