Vanguard World Funds Extended Duration ETF
58 hedge funds and large institutions have $229M invested in Vanguard World Funds Extended Duration ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
62% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 13
14% more funds holding
Funds holding: 51 → 58 (+7)
7% more capital invested
Capital invested by funds: $215M → $229M (+$14.3M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.09% less ownership
Funds ownership: 38.25% → 38.16% (-0.09%)
Top Buyers
Top Sellers
| 1 |
Goldman Sachs
New York
|
-$15M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$4.34M |
| 3 |
Cerity Partners
New York
|
-$2.49M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.28M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$491K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
51
Next Financial Group
Houston,
Texas
| $19K | +$19.1K | +161 | New |
|
52
BlackRock
New York
| $10K | – | – | – |
|
53
Citigroup
New York
| $8K | – | – | – |
|
|
BAM
54
Barrett Asset Management
New York
| $5K | – | – | – |
|
|
TFA
55
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
| $584 | – | – | – |
|
|
57
Cerity Partners
New York
| – | -$2.49M | -25,796 | Closed |
|
58
HighTower Advisors
Chicago,
Illinois
| – | -$416K | -3,520 | Closed |
|
59
Vanguard Group
Malvern,
Pennsylvania
| – | -$207K | -1,763 | Closed |
|
60
Creative Planning
Overland Park,
Kansas
| – | -$20K | -172 | Closed |
|
EDV Hedge Fund Activity: Q3 2017 in Review
58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2017, worth a combined $229M — up 6.7% from $215M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new EDV positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 13 trimmed.
The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $8.36M. The largest seller was Goldman Sachs, cutting an estimated $15M.
- 58 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2017, up from 51 in Q2 2017.
- Funds reported $229M of Vanguard World Funds Extended Duration ETF stock for Q3 2017, up 6.7% quarter-over-quarter.
- 12 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2017 and 4 closed out, a net change of +8 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2017 was Beacon Capital Management Inc (Ohio), an estimated $8.36M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q3 2017 was Goldman Sachs, an estimated $15M sold.
Based on aggregated 13F filings for Q3 2017.