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Vanguard World Funds Extended Duration ETF
EDV

143 hedge funds and large institutions have $726M invested in Vanguard World Funds Extended Duration ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 54

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

0.07% less ownership

Funds ownership: 33.87% → 33.8% (-0.07%)

5% less capital invested

Capital invested by funds: $763M → $726M (-$37.2M)

6% less funds holding

Funds holding: 152 → 143 (-9)

26% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 35

40% less call options, than puts

Call options by funds: $7.77M | Put options by funds: $12.9M

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.27%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
26
Increased
55
Reduced
54
Closed
35
Calls
$7.77M
Puts
$12.9M
Net Calls
-$5.08M
Net Calls Change
-$1.05M

Top Buyers

Rank Fund Capital Flow
1
AFP
Ausdal Financial Partners
Iowa
+$50.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$49.2M
3
RIG
RiverFront Investment Group
Virginia
+$39.1M
4
HW
Hamilton Wealth
California
+$9.42M
5
HFS
Hantz Financial Services
Michigan
+$7.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$11.3M
2
LPT
Legacy Private Trust
Wisconsin
-$10.2M
3
DI
DFPG Investments
Utah
-$9.63M
4
MAM
Madison Asset Management
Wisconsin
-$6.99M
5
BlackRock
BlackRock
New York
-$6.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWC
26
TD Waterhouse Canada
Ontario, Canada
$6.69M +$543K +6,906 +11%
FF
27
Fluent Financial
Texas
$6.67M -$3.85K -49 -0.1%
NRWA
28
North Ridge Wealth Advisors
Oregon
$6.57M +$565K +7,193 +8%
CWP
29
Cyndeo Wealth Partners
Florida
$6.1M -$5.85M -74,499 -46%
LPT
30
Legacy Private Trust
Wisconsin
$5.57M -$10.2M -130,077 -62%
EW
31
Evoke Wealth
California
$5.48M -$14.9K -189 -0.2%
SPWG
32
Sage Private Wealth Group
Illinois
$5.01M -$95.2K -1,212 -2%
FA
33
Fermata Advisors
California
$5.01M +$1.27M +16,198 +29%
AWS
34
Atria Wealth Solutions
New York
$4.87M -$2.62M -33,324 -32%
FA
35
Forefront Analytics
Pennsylvania
$4.76M +$847K +10,772 +19%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$4.75M +$4.09K +52 +0.1%
PPW
37
Pasadena Private Wealth
California
$4.5M +$5.05M +64,229 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.43M -$2.3M -29,242 -32%
ASN
39
Advisory Services Network
Georgia
$4.01M -$603K -7,673 -12%
MIM
40
MetLife Investment Management
New Jersey
$3.89M – – –
MAM
41
Madison Asset Management
Wisconsin
$3.82M -$6.99M -88,974 -62%
CCFM
42
Clear Creek Financial Management
Washington
$3.48M +$118K +1,500 +3%
CUAMC
43
China Universal Asset Management Company
China
$3.44M +$896K +11,405 +30%
Goldman Sachs
44
Goldman Sachs
New York
$3.3M +$115K +1,467 +3%
BIP
45
Bouvel Investment Partners
Pennsylvania
$3.2M +$3.59M +45,716 New
Citadel Advisors
46
Citadel Advisors
Florida
$3.06M +$1.16M +14,704 +51%
HWA
47
Heartwood Wealth Advisors
Virginia
$3.06M -$10.8K -137 -0.3%
Stifel Financial
48
Stifel Financial
Missouri
$2.87M +$1.38M +17,617 +75%
TA
49
Tectonic Advisors
Texas
$2.76M +$268K +3,415 +9%
CL
50
Choreo LLC
Illinois
$2.72M -$529K -6,729 -15%
1
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3 4 5

EDV Hedge Fund Activity: Q3 2023 in Review

143 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2023, worth a combined $726M — down 4.9% from $763M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of EDV and 26 opened new positions — a net loss of 9 holders — while 54 trimmed existing stakes and 55 added.

The largest buyer was Ausdal Financial Partners, opening a new position worth an estimated $50.7M. The largest seller was Bank of America, cutting an estimated $11.3M.

  • 143 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2023, down from 152 in Q2 2023.
  • Funds reported $726M of Vanguard World Funds Extended Duration ETF stock for Q3 2023, down 4.9% quarter-over-quarter.
  • 26 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2023 and 35 closed out, a net change of -9 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2023 was Ausdal Financial Partners, an estimated $50.7M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2023 was Bank of America, an estimated $11.3M sold.

Based on aggregated 13F filings for Q3 2023.