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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 43

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $957M → $1.24B (+$286M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 172183 (+11)

1.26% more ownership

Funds ownership: 28.47%29.73% (+1.3%)

2% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.4M

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$12.4M -$180K -2,320 -1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$11.7M +$6.69M +86,012 +140%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$9.99M +$2.03M +26,074 +26%
NRWA
29
North Ridge Wealth Advisors
Oregon
$9.23M +$458K +5,888 +5%
GIA
30
Gladstone Institutional Advisory
Florida
$9.06M -$4.75M -61,096 -35%
Citadel Advisors
31
Citadel Advisors
Florida
$8.7M +$6.57M +84,486 +343%
MFGM
32
Marshall Financial Group (Maryland)
Maryland
$8.62M +$1.03M +13,192 +14%
AWS
33
Atria Wealth Solutions
New York
$7.82M +$1.14M +14,637 +18%
TLP
34
Trinity Legacy Partners
Texas
$7.63M +$6.37M +81,904 +392%
CIR
35
Clear Investment Research
Georgia
$7.59M +$7.41M +95,243 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$7.58M -$1.8M -23,185 -20%
CSIA
37
Conrad Siegel Investment Advisors
Pennsylvania
$7.57M -$226K -2,902 -3%
CWP
38
Cyndeo Wealth Partners
Florida
$7.43M +$102K +1,318 +1%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$7.1M -$360K -4,626 -5%
FA
40
Fermata Advisors
California
$7.07M +$438K +5,635 +7%
Osaic Holdings
41
Osaic Holdings
Arizona
$6.83M +$1.13M +14,583 +20%
FA
42
Forefront Analytics
Pennsylvania
$6.67M +$2.57K +33 +0%
EW
43
Evoke Wealth
California
$6.09M +$5.94M +76,390 New
QC
44
Quadrature Capital
United Kingdom
$5.46M +$5.34M +68,615 New
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$5.39M +$2.52M +32,368 +92%
MSFS
46
Main Street Financial Solutions
Pennsylvania
$5.06M +$1.08M +13,905 +28%
ASN
47
Advisory Services Network
Georgia
$4.9M
SC
48
Sykon Capital
New York
$4.88M +$1.65M +21,282 +53%
ASGS
49
Alpha Square Group S
New York
$4.64M +$483K +6,218 +12%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$4.42M -$4.11M -52,846 -49%

EDV Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.24B — up 30% from $957M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 22 closed out — a net gain of 15 holders — while 80 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $48.5M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 172 in Q2 2024.
  • Funds reported $1.24B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2024 was Ameriprise, an estimated $48.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.