We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.72B invested in Vanguard World Funds Extended Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.24B → $1.72B (+$476M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

5.73% more ownership

Funds ownership: 29.73%35.46% (+5.7%)

0% more funds holding

Funds holding: 183183 (0)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

24% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $23.3M

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
47
Increased
52
Reduced
62
Closed
42
Calls
$17.8M
Puts
$23.3M
Net Calls
-$5.5M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$10.9M +$2.55M +34,902 +28%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$10.5M +$11.3M +155,563 New
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$10.1M -$450K -6,168 -4%
Financial Engines Advisors
29
Financial Engines Advisors
California
$8.96M +$9.65M +132,294 New
UBS Group
30
UBS Group
Switzerland
$8.74M -$11.6M -159,465 -55%
SIP
31
Sellwood Investment Partners
Oregon
$8.36M +$9.01M +123,511 New
NRWA
32
North Ridge Wealth Advisors
Oregon
$8.32M +$511K +7,007 +6%
MFGM
33
Marshall Financial Group (Maryland)
Maryland
$8.18M +$924K +12,664 +12%
EWA
34
EQ Wealth Advisors
Texas
$8.16M +$8.78M +120,427 New
OLVIG
35
Oliver Lagore Vanvalin Investment Group
Michigan
$7.44M +$8.01M +109,813 New
FA
36
Forefront Analytics
Pennsylvania
$7.43M +$1.9M +26,026 +31%
CSIA
37
Conrad Siegel Investment Advisors
Pennsylvania
$7M +$607K +8,317 +9%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$6.92M -$3.29M -45,136 -31%
CIR
39
Clear Investment Research
Georgia
$6.66M +$226K +3,093 +3%
FA
40
Fermata Advisors
California
$6.37M +$395K +5,414 +6%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$6.35M +$339K +4,643 +5%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$6.23M -$233K -3,188 -3%
Wells Fargo
43
Wells Fargo
California
$6.1M -$15.8M -215,988 -71%
Principal Financial Group
44
Principal Financial Group
Iowa
$5.84M +$6.29M +86,239 New
CWL
45
Causey Wealth LLC
Colorado
$5.69M +$6.13M +84,029 New
AA
46
Altman Advisors
Illinois
$5.43M +$5.85M +80,171 New
BCM
47
Birmingham Capital Management
Alabama
$5.42M +$5.84M +80,000 New
Goldman Sachs
48
Goldman Sachs
New York
$4.63M +$4.03M +55,196 +418%
AWS
49
Atria Wealth Solutions
New York
$4.57M -$2.24M -30,699 -31%
Osaic Holdings
50
Osaic Holdings
Arizona
$4.56M -$1.34M -18,396 -21%

EDV Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2024, worth a combined $1.72B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EDV positions and 42 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $52.1M sold.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.72B of Vanguard World Funds Extended Duration ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 47 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2024 and 42 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2024 was Oxbow Advisors, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.