We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

109 hedge funds and large institutions have $423M invested in Vanguard World Funds Extended Duration ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,010% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $4.27M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

9% more funds holding

Funds holding: 100109 (+9)

8% more capital invested

Capital invested by funds: $391M → $423M (+$31.9M)

0.44% more ownership

Funds ownership: 32.26%32.69% (+0.44%)

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
25
Increased
36
Reduced
28
Closed
15
Calls
$47.4M
Puts
$4.27M
Net Calls
+$43.1M
Net Calls Change
+$67.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
51
Main Street Financial Solutions
Pennsylvania
$730K -$2.51K -18 -0.3%
CA
52
Cetera Advisors
Colorado
$672K +$23.6K +169 +4%
VVP
53
Venture Visionary Partners
Ohio
$643K -$19.9K -143 -3%
IF
54
IRON Financial
Illinois
$581K +$25.4K +182 +5%
OPS
55
Orion Portfolio Solutions
Nebraska
$566K +$564K +4,043 New
HighTower Advisors
56
HighTower Advisors
Illinois
$487K +$275K +1,975 +131%
GSC
57
Ground Swell Capital
South Carolina
$446K +$444K +3,186 New
Axa
58
Axa
France
$432K -$665K -4,770 -61%
NCG
59
Newport Capital Group
New Jersey
$431K -$175K -1,254 -29%
FWM
60
Fingerlakes Wealth Management
New York
$406K +$383K +2,745 New
JIR
61
James Investment Research
Ohio
$404K +$403K +2,888 New
KAS
62
Kestra Advisory Services
Texas
$397K -$69K -495 -15%
RA
63
RFG Advisory
Alabama
$382K -$697 -5 -0.2%
Citigroup
64
Citigroup
New York
$367K -$409K -2,936 -53%
LNC
65
Lincoln National Corp
Pennsylvania
$365K +$363K +2,604 New
APW
66
Aurora Private Wealth
New Jersey
$326K
Bank of New York Mellon
67
Bank of New York Mellon
New York
$326K +$59.8K +429 +23%
Qube Research & Technologies (QRT)
68
Qube Research & Technologies (QRT)
United Kingdom
$316K -$87.4K -627 -22%
GHAM
69
Gilman Hill Asset Management
Connecticut
$311K -$21.6K -155 -7%
WDC
70
Woodward Diversified Capital
California
$293K +$292K +2,096 New
SIAG
71
Safeguard Investment Advisory Group
California
$292K -$8.51K -61 -3%
Stifel Financial
72
Stifel Financial
Missouri
$245K +$244K +1,752 New
MCA
73
Magnolia Capital Advisors
Mississippi
$232K +$2.09K +15 +0.9%
JPLA
74
Joseph P. Lucia & Associates
New York
$213K -$77.4K -555 -27%
CAL
75
Capital Analysts LLC
Pennsylvania
$154K -$6.69K -48 -4%

EDV Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2021, worth a combined $423M — up 8.1% from $391M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EDV positions and 15 closed out — a net gain of 10 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $37.7M. The largest seller was Jane Street, exiting entirely with an estimated $60.3M sold.

  • 109 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $423M of Vanguard World Funds Extended Duration ETF stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2021 and 15 closed out, a net change of +10 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2021 was Q3 Asset Management, an estimated $37.7M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2021 was Jane Street, an estimated $60.3M sold.

Based on aggregated 13F filings for Q4 2021.