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Vanguard World Funds Extended Duration ETF
EDV

96 hedge funds and large institutions have $570M invested in Vanguard World Funds Extended Duration ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $448M → $570M (+$122M)

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

25% more funds holding

Funds holding: 77 → 96 (+19)

3.43% more ownership

Funds ownership: 39.82% → 43.25% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
96
Holders Change
+19
Holders Change %
+24.68%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
25
Increased
33
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
+$30.3M
2
Bank of America
Bank of America
North Carolina
+$14M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$8.54M
4
Morgan Stanley
Morgan Stanley
New York
+$7.17M
5
Ameriprise
Ameriprise
Minnesota
+$6.57M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$24.4M
2
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$9.68M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.06M
4
Jane Street
Jane Street
New York
-$3.52M
5
TI
TTP Investments
California
-$2.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
51
Suntrust Banks
Georgia
$609K +$32.7K +240 +5%
SS
52
Simplicity Solutions
Minnesota
$594K +$572K +4,204 New
GHAM
53
Gilman Hill Asset Management
Connecticut
$584K +$68K +500 +14%
HWA
54
HCR Wealth Advisors
California
$580K +$559K +4,105 New
MML Investors Services
55
MML Investors Services
Massachusetts
$569K -$453K -3,331 -45%
PAG
56
Private Advisor Group
New Jersey
$525K +$505K +3,713 New
BL
57
BCWM LLC
Kansas
$498K +$254K +1,868 +113%
SCM
58
Symons Capital Management
Pennsylvania
$466K +$13.3K +98 +3%
TF
59
Trek Financial
Arizona
$457K +$440K +3,231 New
WP
60
WealthSource Partners
California
$432K +$416K +3,057 New
SC
61
Solstein Capital
California
$417K -$81.6K -600 -17%
HI
62
Hudock Inc
Pennsylvania
$408K +$37K +272 +10%
VCWA
63
Vanguard Capital Wealth Advisors
Colorado
$388K -$136K -1,003 -21%
Renaissance Technologies
64
Renaissance Technologies
New York
$339K -$1.99M -14,600 -86%
CA
65
Cetera Advisors
Colorado
$310K – – –
PCM
66
Prelude Capital Management
New York
$283K – – –
ST
67
Smithfield Trust
Pennsylvania
$276K +$156K +1,150 +144%
VAM
68
Verity Asset Management
North Carolina
$276K +$266K +1,952 New
NFG
69
Next Financial Group
Texas
$266K +$117K +859 +84%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$183K +$1.63K +12 +0.9%
BlackRock
71
BlackRock
New York
$168K -$24.4M -179,068 -99%
APA
72
American Portfolios Advisors
New York
$159K +$150K +1,106 +5,027%
FAAS
73
First Allied Advisory Services
California
$145K -$86.9K -639 -39%
ZB
74
Zions Bancorporation
Utah
$144K +$139K +1,020 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$133K -$25.7K -189 -17%
1 2
3
4

EDV Hedge Fund Activity: Q3 2019 in Review

96 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2019, worth a combined $570M — up 27% from $448M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EDV positions and 6 closed out — a net gain of 19 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Prudential plc, adding an estimated $30.3M. The largest seller was BlackRock, cutting an estimated $24.4M.

  • 96 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2019, up from 77 in Q2 2019.
  • Funds reported $570M of Vanguard World Funds Extended Duration ETF stock for Q3 2019, up 27% quarter-over-quarter.
  • 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2019 and 6 closed out, a net change of +19 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2019 was Prudential plc, an estimated $30.3M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2019 was BlackRock, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2019.