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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
PCM
76
Penserra Capital Management
California
$119K +$25.7K +189 +29%
CIAS
77
Capital Investment Advisory Services
North Carolina
$93K – – –
BAM
78
BTS Asset Management
Massachusetts
$92K – – –
JIR
79
James Investment Research
Ohio
$85K -$837K -6,150 -91%
JP Morgan Chase
80
JP Morgan Chase
New York
$71K +$68K +500 New
GWM
81
Geneos Wealth Management
Colorado
$63K -$42.2K -310 -41%
SFS
82
Sowell Financial Services
Arkansas
$41K +$39.5K +290 New
FANJ
83
Financial Architects (New Jersey)
New Jersey
$28K +$13.6K +100 +100%
PA
84
Parallel Advisors
California
$21K +$13.6K +100 +217%
AIC
85
Ameritas Investment Company
Nebraska
$16K +$15K +110 New
TCM
86
TD Capital Management
Tennessee
$10K – – –
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$9K – – –
JFA
88
JNBA Financial Advisors
Minnesota
$8K – – –
BAM
89
Barrett Asset Management
New York
$6K – – –
AF
90
Advisornet Financial
Minnesota
$6K +$5.58K +41 New
AIP
91
Ameritas Investment Partners
Nebraska
$6K +$6.39K +47 New
ASN
92
Advisory Services Network
Georgia
$5K – – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$2K -$1.36K -10 -48%
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$707 – – –
Citadel Advisors
96
Citadel Advisors
Florida
– -$4.06M -31,980 Closed
TI
97
TTP Investments
California
– -$2.7M -21,230 Closed
VWA
98
V Wealth Advisors
Kansas
– -$1.61M -12,867 Closed
BSW
99
Buckingham Strategic Wealth
Missouri
– -$864K -6,802 Closed
OMC
100
Old Mission Capital
Illinois
– -$445K -3,500 Closed
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.