EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

111 hedge funds and large institutions have $480M invested in Vanguard World Funds Extended Duration ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
29
Increased
40
Reduced
30
Closed
24
Calls
$5.01M
Puts
$4.87M
Net Calls
+$137K
Net Calls Change
-$8.52M

Top Buyers

1
MAM
Madison Asset Management
Wisconsin
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.9M
3
LPT
Legacy Private Trust
Wisconsin
$8.77M
4
LJAC
L.J. Altfest & Co
New York
$8.11M
5
QAM
Q3 Asset Management
Michigan
$8.06M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
IA
IFP Advisors
Florida
$606K
3
TWC
TD Waterhouse Canada
Ontario, Canada
$876K
4
Goldman Sachs
Goldman Sachs
New York
$7.63M
5
FS
Ferguson Shapiro
Georgia
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
26
Heartwood Wealth Advisors
Virginia
$5.01M +$5.01M +60,521 New
MFGM
27
Marshall Financial Group (Maryland)
Maryland
$4.44M +$4.44M +53,568 New
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$4.34M +$1.52M +18,309 +54%
FS
29
Ferguson Shapiro
Georgia
$4.06M -$9.19M -110,985 -69%
CCFM
30
Clear Creek Financial Management
Washington
$4M +$55.9K +675 +1%
AWS
31
Atria Wealth Solutions
New York
$3.91M +$35.7K +431 +0.9%
HI
32
Harbour Investments
Wisconsin
$3.7M +$3.69M +44,510 +34,238%
AA
33
AlphaQ Advisors
Florida
$3.44M +$3.44M +41,576 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$3.04M +$2.1M +25,338 +223%
LBIM
35
Land & Buildings Investment Management
Connecticut
$2.83M – – –
Osaic Holdings
36
Osaic Holdings
Arizona
$2.78M -$719K -8,670 -21%
FAIM
37
Financial Advocates Investment Management
Washington
$2.65M -$1.43M -17,270 -35%
TA
38
Tectonic Advisors
Texas
$2.64M +$535K +6,459 +25%
HighTower Advisors
39
HighTower Advisors
Illinois
$2.55M -$491K -5,931 -16%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.3M -$70.9K -856 -3%
ASGS
41
Alpha Square Group S
New York
$2.19M +$990K +11,958 +82%
ASN
42
Advisory Services Network
Georgia
$2.19M +$1.24M +15,013 +131%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.94M +$1.94M +23,440 New
HWP
44
Heritage Wealth Partners
Ohio
$1.84M +$1.84M +22,841 New
Northern Trust
45
Northern Trust
Illinois
$1.66M +$1.66M +20,086 New
ARIS
46
Advanced Research Investment Solutions
California
$1.65M +$1.33M +15,999 +412%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$1.38M -$833K -10,058 -38%
BL
48
BCWM LLC
Kansas
$1.35M +$36.5K +441 +3%
SC
49
Sinecera Capital
Texas
$1.31M – – –
BA
50
Ballew Advisors
Mississippi
$1.25M -$856K -9,307 -41%
1
2
3 4 5