EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

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.

Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.28%
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

1
AFP
1
Ausdal Financial Partners
Iowa
$45.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.1M
3
RIG
3
RiverFront Investment Group
Virginia
$56.6M
4
HW
4
Hamilton Wealth
California
$8.39M
5
FGA
5
Fortis Group Advisors
New Jersey
$8.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$99.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$5.57M
3
DI
3
DFPG Investments
Utah
$997K
4
BlackRock
4
BlackRock
New York
$0
5
TF
5
Trek Financial
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TWC
26
TD Waterhouse Canada
Ontario, Canada
$6.69M 72,300 +6,906 +11%
FF
27
Fluent Financial
Texas
$6.67M 95,266 -49 -0.1%
NRWA
28
North Ridge Wealth Advisors
Oregon
$6.57M 93,757 +7,193 +8%
CWP
29
Cyndeo Wealth Partners
Florida
$6.1M 87,112 -74,499 -46%
LPT
30
Legacy Private Trust
Wisconsin
$5.57M 79,577 -130,077 -62%
EW
31
Evoke Wealth
California
$5.48M 78,199 -189 -0.2%
SPWG
32
Sage Private Wealth Group
Illinois
$5.01M 71,577 -1,212 -2%
FA
33
Fermata Advisors
California
$5.01M 71,544 +16,198 +29%
AWS
34
Atria Wealth Solutions
New York
$4.87M 69,591 -33,324 -32%
FA
35
Forefront Analytics
Pennsylvania
$4.76M 67,987 +10,772 +19%
MFGM
36
Marshall Financial Group (Maryland)
Maryland
$4.75M 67,794 +52 +0.1%
PPW
37
Pasadena Private Wealth
California
$4.5M 64,229 +64,229 New
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$4.44M 63,328 -29,242 -32%
ASN
39
Advisory Services Network
Georgia
$4.01M 57,287 -7,673 -12%
MIM
40
MetLife Investment Management
New Jersey
$3.89M 55,522 – –
MAM
41
Madison Asset Management
Wisconsin
$3.82M 54,480 -88,974 -62%
CCFM
42
Clear Creek Financial Management
Washington
$3.48M 49,626 +1,500 +3%
CUAMC
43
China Universal Asset Management Company
China
$3.44M 49,114 +11,405 +30%
Goldman Sachs
44
Goldman Sachs
New York
$3.3M 47,169 +1,467 +3%
BIP
45
Bouvel Investment Partners
Pennsylvania
$3.2M 45,716 +45,716 New
Citadel Advisors
46
Citadel Advisors
Florida
$3.06M 43,668 +14,704 +51%
HWA
47
Heartwood Wealth Advisors
Virginia
$3.06M 43,663 -137 -0.3%
Stifel Financial
48
Stifel Financial
Missouri
$2.87M 40,995 +17,617 +75%
TA
49
Tectonic Advisors
Texas
$2.76M 39,431 +3,415 +9%
CL
50
Choreo LLC
Illinois
$2.72M 38,808 -6,729 -15%
1
2
3 4 5