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Vanguard World Funds Extended Duration ETF
EDV

111 hedge funds and large institutions have $480M invested in Vanguard World Funds Extended Duration ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

4% more funds holding

Funds holding: 107 → 111 (+4)

3% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $4.87M

0% more capital invested

Capital invested by funds: $479M → $480M (+$441K)

5.51% less ownership

Funds ownership: 39.2% → 33.69% (-5.5%)

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
29
Increased
40
Reduced
30
Closed
24
Calls
$5.01M
Puts
$4.87M
Net Calls
+$137K
Net Calls Change
-$8.52M

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$13M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.7M
3
LPT
Legacy Private Trust
Wisconsin
+$8.92M
4
LJAC
L.J. Altfest & Co
New York
+$8.25M
5
HFS
Hantz Financial Services
Michigan
+$8.11M

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$17.1M
2
IA
IFP Advisors
Florida
-$11.6M
3
Goldman Sachs
Goldman Sachs
New York
-$9.84M
4
FS
Ferguson Shapiro
Georgia
-$9.35M
5
TWC
TD Waterhouse Canada
Ontario, Canada
-$7.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
51
Cassaday & Co Wealth Management
Virginia
$977K +$994K +11,800 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$925K -$57.6K -683 -6%
TWC
53
TD Waterhouse Canada
Ontario, Canada
$876K -$7.43M -88,147 -92%
Koshinski Asset Management
54
Koshinski Asset Management
Illinois
$869K -$20.7K -246 -2%
DWM
55
Drive Wealth Management
Utah
$793K +$807K +9,572 New
RJFSA
56
Raymond James Financial Services Advisors
Florida
$768K +$781K +9,273 New
CF
57
Clarity Financial
Texas
$716K +$728K +8,640 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$704K -$1.05M -12,431 -59%
KAS
59
Kestra Advisory Services
Texas
$671K +$202K +2,403 +42%
Stifel Financial
60
Stifel Financial
Missouri
$617K -$15.8K -188 -2%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$609K +$198K +2,351 +47%
IA
62
IFP Advisors
Florida
$606K -$11.6M -137,922 -96%
Renaissance Technologies
63
Renaissance Technologies
New York
$605K +$615K +7,300 New
SPIA
64
Steward Partners Investment Advisory
New York
$554K +$497K +5,899 +742%
BAM
65
Belpointe Asset Management
Nevada
$471K +$29.7K +353 +7%
SC
66
Sepio Capital
Utah
$413K +$148K +1,753 +54%
BF
67
BOK Financial
Oklahoma
$383K +$190K +2,254 +95%
CWA
68
Clearview Wealth Advisors
Oregon
$353K +$359K +4,259 New
CA
69
Cetera Advisors
Colorado
$326K +$90.7K +1,076 +38%
GHAM
70
Gilman Hill Asset Management
Connecticut
$313K +$2.11K +25 +0.7%
AT
71
American Trust
Kentucky
$302K +$228K +2,705 +36%
FPCP
72
Fort Point Capital Partners
California
$259K -$765K -9,073 -74%
MSFS
73
Main Street Financial Solutions
Pennsylvania
$257K -$506 -6 -0.2%
NCG
74
Newport Capital Group
New Jersey
$255K -$259K -3,077 -50%
LFP
75
Leeward Financial Partners
Washington
$235K +$239K +2,832 New
1 2
3
4 5

EDV Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2022, worth a combined $480M — up 0.09% from $479M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EDV positions and 24 closed out — a net gain of 5 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $13M. The largest seller was Tidal Investments, exiting entirely with an estimated $17.1M sold.

  • 111 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $480M of Vanguard World Funds Extended Duration ETF stock for Q4 2022, up 0.09% quarter-over-quarter.
  • 29 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2022 and 24 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2022 was Madison Asset Management, an estimated $13M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2022 was Tidal Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2022.