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Vanguard World Funds Extended Duration ETF
EDV

94 hedge funds and large institutions have $394M invested in Vanguard World Funds Extended Duration ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 5 → 7 (+2)

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

5% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 21

2% less funds holding

Funds holding: 96 → 94 (-2)

6.21% less ownership

Funds ownership: 43.25% → 37.04% (-6.2%)

31% less capital invested

Capital invested by funds: $570M → $394M (-$176M)

Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.85%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
20
Increased
34
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIP
Almanack Investment Partners
Pennsylvania
+$10.2M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.53M
3
IA
IFP Advisors
Florida
+$6.38M
4
Bank of America
Bank of America
North Carolina
+$5.66M
5
FIM
Freedom Investment Management
Connecticut
+$2.9M

Top Sellers

Rank Fund Capital Flow
1
PP
Prudential plc
United Kingdom
-$110M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$23.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$12.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11.8M
5
LPL Financial
LPL Financial
California
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
76
Sowell Financial Services
Arkansas
$54K +$17.3K +127 +44%
GWM
77
Geneos Wealth Management
Colorado
$46K -$13.6K -100 -22%
WCM
78
Wealthcare Capital Management
Virginia
$26K +$27.2K +200 New
TA
79
TFG Advisers
Michigan
$25K +$27.2K +200 New
PA
80
Parallel Advisors
California
$19K +$408 +3 +2%
ASN
81
Advisory Services Network
Georgia
$16K +$11.8K +87 +218%
AIC
82
Ameritas Investment Company
Nebraska
$15K +$272 +2 +2%
HI
83
Hoey Investments
Pennsylvania
$13K +$13.6K +100 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$10K +$8.58K +63 +573%
GRP
85
Global Retirement Partners
California
$10K +$10.2K +75 New
JFA
86
JNBA Financial Advisors
Minnesota
$8K – – –
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$8K – – –
AIP
88
Ameritas Investment Partners
Nebraska
$6K – – –
MAM
89
Meeder Asset Management
Ohio
$6K +$6.4K +47 New
OPS
90
Orion Portfolio Solutions
Nebraska
$6K +$6.4K +47 New
BAM
91
Barrett Asset Management
New York
$5K – – –
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
SL
93
Savior LLC
Massachusetts
$2K +$1.77K +13 New
FDCDDQ
94
Federation des caisses Desjardins du Quebec
Quebec, Canada
$650 – – –
PP
95
Prudential plc
United Kingdom
– -$110M -780,558 Closed
IWC
96
Integrated Wealth Concepts
Massachusetts
– -$23.3M -164,719 Closed
TCM
97
Tuttle Capital Management
Connecticut
– -$1.58M -10,744 Closed
KJHP
98
K.J. Harrison & Partners
Ontario, Canada
– -$1.13M -8,000 Closed
Bank of Nova Scotia
99
Bank of Nova Scotia
Ontario, Canada
– -$1.13M -7,998 Closed
CF
100
Centaurus Financial
California
– -$1.08M -7,628 Closed
1 2 3
4
5

EDV Hedge Fund Activity: Q4 2019 in Review

94 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2019, worth a combined $394M — down 31% from $570M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EDV and 20 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 34 added.

The largest buyer was Almanack Investment Partners, adding an estimated $10.2M. The largest seller was Prudential plc, exiting entirely with an estimated $110M sold.

  • 94 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2019, down from 96 in Q3 2019.
  • Funds reported $394M of Vanguard World Funds Extended Duration ETF stock for Q4 2019, down 31% quarter-over-quarter.
  • 20 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2019 and 21 closed out, a net change of -1 holder.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2019 was Almanack Investment Partners, an estimated $10.2M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2019 was Prudential plc, an estimated $110M sold.

Based on aggregated 13F filings for Q4 2019.