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Vanguard World Funds Extended Duration ETF
EDV

108 hedge funds and large institutions have $334M invested in Vanguard World Funds Extended Duration ETF in 2022 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

330% more call options, than puts

Call options by funds: $13.1M | Put options by funds: $3.03M

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.41% less ownership

Funds ownership: 31.52% → 29.1% (-2.4%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

14% less funds holding

Funds holding: 125 → 108 (-17)

27% less capital invested

Capital invested by funds: $456M → $334M (-$122M)

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
108
Holders Change
-17
Holders Change %
-13.6%
% of All Funds
1.82%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
21
Increased
32
Reduced
36
Closed
37
Calls
$13.1M
Puts
$3.03M
Net Calls
+$10M
Net Calls Change
+$9.99M

Top Buyers

1
MAM
Madison Asset Management
Wisconsin
+$22.5M
2
Goldman Sachs
Goldman Sachs
New York
+$16M
3
Bank of America
Bank of America
North Carolina
+$13.8M
4
LJAC
L.J. Altfest & Co
New York
+$9.24M
5
TWC
TD Waterhouse Canada
Ontario, Canada
+$8.01M

Top Sellers

1
QAM
Q3 Asset Management
Michigan
-$24.9M
2
FS
Ferguson Shapiro
Georgia
-$16.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$10.3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$2.79M +$1.23M +11,847 +74%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$2.76M +$2.26M +21,761 +326%
TA
28
Tectonic Advisors
Texas
$2.46M +$470K +4,523 +23%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$2.31M +$108K +1,036 +5%
BA
30
Ballew Advisors
Mississippi
$2.26M +$91.7K +882 +4%
DTIM
31
Danda Trouve Investment Management
Kansas
$2.15M +$28.8K +277 +1%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$2.04M -$369K -3,546 -15%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.75M -$623K -5,989 -26%
BL
34
BCWM LLC
Kansas
$1.57M -$406K -3,907 -20%
Baird Financial Group
35
Baird Financial Group
Wisconsin
$1.52M -$832 -8 -0.1%
PPW
36
Pasadena Private Wealth
California
$1.51M +$1.57M +15,134 New
HFS
37
Hantz Financial Services
Michigan
$1.48M +$1.53M +14,758 New
TA
38
TrueWealth Advisors
Alabama
$1.45M +$59.8K +575 +4%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.34M -$10.3M -99,415 -88%
Renaissance Technologies
40
Renaissance Technologies
New York
$1.19M +$1.24M +11,900 New
AIP
41
Almanack Investment Partners
Pennsylvania
$1.16M -$997K -9,595 -45%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$1.14M -$10.1M -96,890 -90%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$1.07M -$43.5K -418 -4%
Stifel Financial
44
Stifel Financial
Missouri
$939K +$750K +7,218 +334%
FPCP
45
Fort Point Capital Partners
California
$927K +$962K +9,253 New
WP
46
WealthSource Partners
California
$854K -$97.3K -936 -10%
Walleye Capital
47
Walleye Capital
New York
$780K +$185K +1,784 +30%
FPS
48
Fieldpoint Private Securities
Connecticut
$691K +$717K +6,902 New
AT
49
American Trust
Kentucky
$614K +$317K +3,048 +99%
KAS
50
Kestra Advisory Services
Texas
$561K +$383K +3,684 +192%
1
2
3 4 5

EDV Hedge Fund Activity: Q2 2022 in Review

108 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2022, worth a combined $334M — down 27% from $456M a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of EDV and 21 opened new positions — a net loss of 16 holders — while 36 trimmed existing stakes and 32 added.

The largest buyer was Madison Asset Management, adding an estimated $22.5M. The largest seller was Q3 Asset Management, exiting entirely with an estimated $24.9M sold.

  • 108 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2022, down from 125 in Q1 2022.
  • Funds reported $334M of Vanguard World Funds Extended Duration ETF stock for Q2 2022, down 27% quarter-over-quarter.
  • 21 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2022 and 37 closed out, a net change of -16 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2022 was Madison Asset Management, an estimated $22.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2022 was Q3 Asset Management, an estimated $24.9M sold.

Based on aggregated 13F filings for Q2 2022.