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Vanguard World Funds Extended Duration ETF
EDV

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

189% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 9

65% more capital invested

Capital invested by funds: $297M → $489M (+$192M)

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

33% more funds holding

Funds holding: 51 → 68 (+17)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5.82% more ownership

Funds ownership: 42.31% → 48.13% (+5.8%)

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

Rank Fund Capital Flow
1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$107M
2
BlackRock
BlackRock
New York
+$18.3M
3
Jane Street
Jane Street
New York
+$13.5M
4
PP
Prudential plc
United Kingdom
+$13.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$10.4M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$15.6M
2
IA
IFP Advisors
Florida
-$7.5M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.29M
4
Bank of America
Bank of America
North Carolina
-$5.31M
5
IWC
Integrated Wealth Concepts
Massachusetts
-$4.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$177K +$92.5K +814 +121%
AIC
52
Ameritas Investment Company
Nebraska
$121K +$116K +1,017 New
NFG
53
Next Financial Group
Texas
$115K +$110K +966 New
NFH
54
NEXT Financial Holdings
Texas
$115K +$110K +966 New
CIAS
55
Capital Investment Advisory Services
North Carolina
$79K – – –
WAP
56
Wealthcare Advisory Partners
Pennsylvania
$79K +$74.9K +659 New
FANJ
57
Financial Architects (New Jersey)
New Jersey
$36K +$34.1K +300 New
JIR
58
James Investment Research
Ohio
$24K -$130K -1,144 -85%
AP
59
Advisors Preferred
Maryland
$12K +$11.8K +104 New
CFS
60
Ceros Financial Services
Maryland
$12K +$11.8K +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 +$3.41K +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
Fidelity Investments
75
Fidelity Investments
Massachusetts
– +$114 +1 New
1 2
3

EDV Hedge Fund Activity: Q1 2019 in Review

68 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2019, worth a combined $489M — up 65% from $297M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EDV positions and 9 closed out — a net gain of 17 holders — while 21 added to existing stakes and 14 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), opening a new position worth an estimated $107M. The largest seller was UBS Group, cutting an estimated $15.6M.

  • 68 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2019, up from 51 in Q4 2018.
  • Funds reported $489M of Vanguard World Funds Extended Duration ETF stock for Q1 2019, up 65% quarter-over-quarter.
  • 26 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2019 and 9 closed out, a net change of +17 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2019 was Beacon Capital Management Inc (Ohio), an estimated $107M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q1 2019 was UBS Group, an estimated $15.6M sold.

Based on aggregated 13F filings for Q1 2019.