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Vanguard World Funds Extended Duration ETF

172 hedge funds and large institutions have $957M invested in Vanguard World Funds Extended Duration ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

41% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 170172 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less capital invested

Capital invested by funds: $989M → $957M (-$31.7M)

1.87% less ownership

Funds ownership: 30.34%28.47% (-1.9%)

Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
37
Increased
70
Reduced
45
Closed
31
Calls
$18M
Puts
$12.7M
Net Calls
+$5.26M
Net Calls Change
+$8.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$8.69M +$225K +3,103 +3%
NRWA
27
North Ridge Wealth Advisors
Oregon
$8.07M +$438K +6,053 +6%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$8M +$920K +12,718 +13%
BNP Paribas Financial Markets
29
BNP Paribas Financial Markets
France
$7.95M +$3.63M +50,110 +86%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$7.29M -$527K -7,280 -7%
CSIA
31
Conrad Siegel Investment Advisors
Pennsylvania
$7.19M +$23K +318 +0.3%
PA
32
PFG Advisors
Arizona
$7.17M +$221K +3,055 +3%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$6.97M +$498K +6,883 +8%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$6.88M +$31.3K +432 +0.5%
CWP
35
Cyndeo Wealth Partners
Florida
$6.75M +$50.8K +702 +0.8%
FA
36
Forefront Analytics
Pennsylvania
$6.15M +$55.9K +773 +0.9%
AWS
37
Atria Wealth Solutions
New York
$6.13M -$279K -3,862 -4%
FA
38
Fermata Advisors
California
$6.1M +$513K +7,089 +9%
AWM
39
AE Wealth Management
Kansas
$6.08M -$5.3M -73,189 -47%
Goldman Sachs
40
Goldman Sachs
New York
$5.82M +$5.73M +79,228 New
Osaic Holdings
41
Osaic Holdings
Arizona
$5.23M +$344K +4,756 +7%
ASN
42
Advisory Services Network
Georgia
$4.9M +$77.5K +1,071 +2%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$4.5M +$1.32M +18,306 +43%
AAS
44
Ameritas Advisory Services
Nebraska
$3.91M +$1.4M +19,391 +57%
CCFM
45
Clear Creek Financial Management
Washington
$3.85M +$70.4K +973 +2%
ASGS
46
Alpha Square Group S
New York
$3.82M
MSFS
47
Main Street Financial Solutions
Pennsylvania
$3.64M +$7.31K +101 +0.2%
ACM
48
Andina Capital Management
Utah
$3.48M +$917K +12,668 +36%
TA
49
Tectonic Advisors
Texas
$3.33M +$208K +2,881 +7%
BIP
50
Bouvel Investment Partners
Pennsylvania
$3.27M +$36.3K +501 +1%

EDV Hedge Fund Activity: Q2 2024 in Review

172 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2024, worth a combined $957M — down 3.2% from $989M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 31 closed out — a net gain of 6 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $25.8M. The largest seller was Jane Street, exiting entirely with an estimated $36.7M sold.

  • 172 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2024, up from 170 in Q1 2024.
  • Funds reported $957M of Vanguard World Funds Extended Duration ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2024 and 31 closed out, a net change of +6 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2024 was Oxbow Advisors, an estimated $25.8M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2024 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.