We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 43

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $957M → $1.24B (+$286M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 172183 (+11)

1.26% more ownership

Funds ownership: 28.47%29.73% (+1.3%)

2% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.4M

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
51
Clear Creek Financial Management
Washington
$4.34M +$160K +2,055 +4%
HighTower Advisors
52
HighTower Advisors
Illinois
$3.88M +$726K +9,337 +24%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$3.82M -$4.75M -61,080 -56%
TA
54
Tectonic Advisors
Texas
$3.74M +$124K +1,591 +4%
RFC
55
Regions Financial Corp
Alabama
$3.53M +$3.44M +44,267 New
BIP
56
Bouvel Investment Partners
Pennsylvania
$3.52M -$35.3K -454 -1%
RB
57
Richmond Brothers
Michigan
$3.33M +$3.25M +41,820 New
LSIA
58
LaSalle St. Investment Advisors
Illinois
$3.21M +$1.36M +17,492 +77%
JP Morgan Chase
59
JP Morgan Chase
New York
$2.93M +$470K +6,045 +20%
Mariner
60
Mariner
Kansas
$2.79M +$380K +4,887 +16%
Truist Financial
61
Truist Financial
North Carolina
$2.58M +$18.3K +235 +0.7%
MLICM
62
Metropolitan Life Insurance Company (MetLife)
New York
$2.46M
EFM
63
E Fund Management
China
$2.38M +$1.55M +19,887 +199%
EFMH
64
E Fund Management (HK)
Hong Kong
$2.38M +$1.55M +19,887 +199%
PA
65
Paragon Advisors
Texas
$2.37M -$188K -2,420 -8%
IA
66
IFP Advisors
Florida
$2.35M -$144K -1,848 -6%
AWM
67
AE Wealth Management
Kansas
$2.2M -$4.29M -55,150 -67%
FPCP
68
Fort Point Capital Partners
California
$2.17M -$25.6K -329 -1%
ACM
69
Andina Capital Management
Utah
$2.13M -$1.61M -20,736 -44%
Northern Trust
70
Northern Trust
Illinois
$2.04M -$45.5K -585 -2%
Envestnet Portfolio Solutions
71
Envestnet Portfolio Solutions
Illinois
$1.88M +$580K +7,457 +46%
AWM
72
Accel Wealth Management
Iowa
$1.88M +$521K +6,697 +40%
TFA
73
Tranquilli Financial Advisor
New Jersey
$1.47M +$585K +7,518 +69%
RF
74
RHS Financial
California
$1.38M +$713K +9,174 +113%
RCS
75
Retirement Capital Strategies
California
$1.36M -$76.9K -989 -5%

EDV Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.24B — up 30% from $957M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 22 closed out — a net gain of 15 holders — while 80 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $48.5M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 172 in Q2 2024.
  • Funds reported $1.24B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2024 was Ameriprise, an estimated $48.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.