EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

68 hedge funds and large institutions have $489M invested in Vanguard World Funds Extended Duration ETF in 2019 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
26
Increased
21
Reduced
14
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$112M
2
BlackRock
BlackRock
New York
+$19.2M
3
Jane Street
Jane Street
New York
+$14.1M
4
PP
Prudential plc
United Kingdom
+$13.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.9M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$16.4M
2
IA
IFP Advisors
Florida
-$7.87M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.59M
4
Bank of America
Bank of America
North Carolina
-$5.57M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$4.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$177K +$96.8K +814 +121%
AIC
52
Ameritas Investment Company
Nebraska
$121K +$121K +1,017 New
NFH
53
NEXT Financial Holdings
Texas
$115K +$115K +966 New
NFG
54
Next Financial Group
Texas
$115K +$115K +966 New
CIAS
55
Capital Investment Advisory Services
North Carolina
$79K – – –
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$79K +$79K +659 New
FANJ
57
Financial Architects (New Jersey)
New Jersey
$36K +$36K +300 New
JIR
58
James Investment Research
Ohio
$24K -$137K -1,144 -85%
AP
59
Advisors Preferred
Maryland
$12K +$12K +104 New
CFS
60
Ceros Financial Services
Maryland
$12K +$12K +104 New
JFA
61
JNBA Financial Advisors
Minnesota
$7K – – –
BAM
62
Barrett Asset Management
New York
$5K – – –
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$4K +$4K +30 New
APA
64
American Portfolios Advisors
New York
$2.62K – – –
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$596 – – –
IWC
66
Integrated Wealth Concepts
Massachusetts
– -$4.92M -43,390 Closed
FIM
67
Freedom Investment Management
Connecticut
– -$1.3M -11,467 Closed
IA
68
IFG Advisory
Georgia
– -$997K -9,975 Closed
CC
69
Cognios Capital
Kansas
– -$416K -3,676 Closed
ACM
70
AlphaStar Capital Management
North Carolina
– -$310K -2,735 Closed
DA
71
Doliver Advisors
Texas
– -$256K -2,259 Closed
PA
72
Parallel Advisors
California
– -$11K -105 Closed
HR
73
Howe & Rusling
New York
– -$6K -50 Closed
GWM
74
Geneos Wealth Management
Colorado
– -$1K -15 Closed
1 2
3