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Vanguard World Funds Extended Duration ETF

109 hedge funds and large institutions have $423M invested in Vanguard World Funds Extended Duration ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,010% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $4.27M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

9% more funds holding

Funds holding: 100109 (+9)

8% more capital invested

Capital invested by funds: $391M → $423M (+$31.9M)

0.44% more ownership

Funds ownership: 32.26%32.69% (+0.44%)

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
25
Increased
36
Reduced
28
Closed
15
Calls
$47.4M
Puts
$4.27M
Net Calls
+$43.1M
Net Calls Change
+$67.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Almanack Investment Partners
Pennsylvania
$3.64M +$468K +3,357 +15%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$3.38M +$2.05M +14,676 +155%
NFG
28
Next Financial Group
Texas
$3.36M +$2.85M +20,414 +565%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$3.08M -$53.3K -382 -2%
BL
30
BCWM LLC
Kansas
$2.92M -$304K -2,179 -9%
BA
31
Ballew Advisors
Mississippi
$2.88M +$3.01M +21,622 New
RF
32
RHS Financial
California
$2.33M +$38.1K +273 +2%
FTUS
33
Flow Traders U.S.
New York
$2.27M +$2.26M +16,212 New
TA
34
Tectonic Advisors
Texas
$2.15M +$551K +3,949 +35%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$2.13M -$21.9K -157 -1%
NA
36
NewEdge Advisors
Louisiana
$2.08M +$2.07M +14,835 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.95M +$31.5K +226 +2%
TA
38
TrueWealth Advisors
Alabama
$1.94M +$20.8K +149 +1%
SC
39
Sinecera Capital
Texas
$1.89M +$1.88M +13,498 New
MML Investors Services
40
MML Investors Services
Massachusetts
$1.81M -$6.13K -44 -0.3%
Citadel Advisors
41
Citadel Advisors
Florida
$1.68M -$3.97M -28,443 -70%
TFA
42
Tranquilli Financial Advisor
New Jersey
$1.57M +$386K +2,770 +33%
APA
43
American Portfolios Advisors
New York
$1.41M +$1.3M +9,298 +1,171%
SC
44
Sepio Capital
Utah
$1.13M +$11.3K +81 +1%
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.04M -$13.5M -96,677 -93%
ARIS
46
Advanced Research Investment Solutions
California
$1.01M +$3.77K +27 +0.4%
Renaissance Technologies
47
Renaissance Technologies
New York
$938K +$934K +6,700 New
IA
48
IFP Advisors
Florida
$898K -$90.9K -652 -9%
AG
49
Ascent Group
Virginia
$766K +$790K +5,667 New
PAG
50
Private Advisor Group
New Jersey
$734K -$533K -3,822 -42%

EDV Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2021, worth a combined $423M — up 8.1% from $391M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EDV positions and 15 closed out — a net gain of 10 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $37.7M. The largest seller was Jane Street, exiting entirely with an estimated $60.3M sold.

  • 109 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $423M of Vanguard World Funds Extended Duration ETF stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2021 and 15 closed out, a net change of +10 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2021 was Q3 Asset Management, an estimated $37.7M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2021 was Jane Street, an estimated $60.3M sold.

Based on aggregated 13F filings for Q4 2021.