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Vanguard World Funds Extended Duration ETF
EDV

126 hedge funds and large institutions have $611M invested in Vanguard World Funds Extended Duration ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

27% more capital invested

Capital invested by funds: $480M → $611M (+$132M)

26% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.84M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more funds holding

Funds holding: 111 → 126 (+15)

1.19% less ownership

Funds ownership: 33.69% → 32.5% (-1.2%)

Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
36
Increased
47
Reduced
31
Closed
19
Calls
$12.4M
Puts
$9.84M
Net Calls
+$2.61M
Net Calls Change
+$2.47M

Top Buyers

Rank Fund Capital Flow
1
DI
DFPG Investments
Utah
+$15M
2
HFS
Hantz Financial Services
Michigan
+$14.1M
3
TI
Tidal Investments
Wisconsin
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
-$15.2M
2
QAM
Q3 Asset Management
Michigan
-$8.05M
3
Goldman Sachs
Goldman Sachs
New York
-$7.63M
4
FTUS
Flow Traders U.S.
New York
-$7.16M
5
LJAC
L.J. Altfest & Co
New York
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.79M +$1.03M +11,631 +144%
ARIS
52
Advanced Research Investment Solutions
California
$1.57M -$230K -2,593 -13%
CW
53
Connectus Wealth
Ohio
$1.56M +$1.53M +17,236 New
WP
54
WealthSource Partners
California
$1.55M +$1.52M +17,112 New
SC
55
Sinecera Capital
Texas
$1.44M – – –
VAS
56
Valicenti Advisory Services
New York
$1.37M +$1.34M +15,150 New
BL
57
BCWM LLC
Kansas
$1.35M -$115K -1,293 -8%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$1.31M +$464K +5,230 +56%
National Bank of Canada
59
National Bank of Canada
Quebec, Canada
$1.17M +$494K +5,561 +76%
BA
60
Ballew Advisors
Mississippi
$1.15M -$40.7K -459 -3%
AWM
61
Aries Wealth Management
Maine
$1.12M +$1.1M +12,347 New
Stifel Financial
62
Stifel Financial
Missouri
$1,000K +$319K +3,594 +48%
DWM
63
Drive Wealth Management
Utah
$975K +$107K +1,200 +13%
FTUS
64
Flow Traders U.S.
New York
$968K -$7.16M -80,722 -88%
WA
65
WESPAC Advisors
California
$866K +$849K +9,568 New
HighTower Advisors
66
HighTower Advisors
Illinois
$839K -$1.92M -21,583 -70%
CA
67
Cetera Advisors
Colorado
$827K +$462K +5,200 +132%
SC
68
Sepio Capital
Utah
$730K +$273K +3,073 +62%
GHAM
69
Gilman Hill Asset Management
Connecticut
$722K +$373K +4,200 +111%
AA
70
Ancora Advisors
Ohio
$679K +$444K +5,000 +200%
BCM
71
Brookstone Capital Management
Illinois
$592K +$603K +6,792 New
CWM
72
Comprehensive Wealth Management
Washington
$586K +$575K +6,477 New
AWE
73
Avidian Wealth Enterprises
Texas
$547K +$536K +6,041 New
ACP
74
Aveo Capital Partners
Colorado
$524K +$514K +5,792 New
IA
75
IFP Advisors
Florida
$482K -$95.7K -1,078 -20%
1 2
3
4 5

EDV Hedge Fund Activity: Q1 2023 in Review

126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2023, worth a combined $611M — up 27% from $480M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EDV positions and 19 closed out — a net gain of 17 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was DFPG Investments, opening a new position worth an estimated $15M. The largest seller was Madison Asset Management, cutting an estimated $15.2M.

  • 126 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2023, up from 111 in Q4 2022.
  • Funds reported $611M of Vanguard World Funds Extended Duration ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 36 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2023 and 19 closed out, a net change of +17 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2023 was DFPG Investments, an estimated $15M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q1 2023 was Madison Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2023.