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Vanguard World Funds Extended Duration ETF

109 hedge funds and large institutions have $423M invested in Vanguard World Funds Extended Duration ETF in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 36 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,010% more call options, than puts

Call options by funds: $47.4M | Put options by funds: $4.27M

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

29% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 28

9% more funds holding

Funds holding: 100109 (+9)

8% more capital invested

Capital invested by funds: $391M → $423M (+$31.9M)

0.44% more ownership

Funds ownership: 32.26%32.69% (+0.44%)

Holders
109
Holders Change
+9
Holders Change %
+9%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.08%
New
25
Increased
36
Reduced
28
Closed
15
Calls
$47.4M
Puts
$4.27M
Net Calls
+$43.1M
Net Calls Change
+$67.6M
Name Holding Trade Value Shares
Change
Change in
Stake
WWMSC
76
Wagner Wealth Management (South Carolina)
South Carolina
$147K +$147K +1,052 New
SWM
77
Spire Wealth Management
Virginia
$133K
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$108K +$80K +574 +287%
BAM
79
Belpointe Asset Management
Nevada
$103K -$8.51K -61 -8%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$74.9K +$57.6K +413 +339%
GWSG
81
GPS Wealth Strategies Group
Colorado
$60K
Fidelity Investments
82
Fidelity Investments
Massachusetts
$58K +$1.81K +13 +3%
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$50K
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$47K
KFAA
85
Klaas Financial Asset Advisors
Illinois
$42K
AWM
86
Accel Wealth Management
Iowa
$28K
CIAS
87
Capital Investment Advisory Services
North Carolina
$27K
SCA
88
Snowden Capital Advisors
New York
$22K +$22.2K +159 New
HI
89
Harbour Investments
Wisconsin
$18K
MAM
90
Meeder Asset Management
Ohio
$17K
EVM
91
Eaton Vance Management
Massachusetts
$14K
MPWT
92
MassMutual Private Wealth & Trust
Connecticut
$14K
HI
93
Hudock Inc
Pennsylvania
$12K
NFSG
94
Newbridge Financial Services Group
Florida
$12K
GWM
95
Geneos Wealth Management
Colorado
$11K -$1.95K -14 -15%
GRP
96
Global Retirement Partners
California
$11K
FCG
97
Financial Connections Group
California
$8K +$7.95K +57 New
AIP
98
Ameritas Investment Partners
Nebraska
$6K
ODG
99
O'Dell Group
Ohio
$4K
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.49K +25 New

EDV Hedge Fund Activity: Q4 2021 in Review

109 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2021, worth a combined $423M — up 8.1% from $391M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EDV positions and 15 closed out — a net gain of 10 holders — while 36 added to existing stakes and 28 trimmed.

The largest buyer was Q3 Asset Management, opening a new position worth an estimated $37.7M. The largest seller was Jane Street, exiting entirely with an estimated $60.3M sold.

  • 109 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2021, up from 100 in Q3 2021.
  • Funds reported $423M of Vanguard World Funds Extended Duration ETF stock for Q4 2021, up 8.1% quarter-over-quarter.
  • 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2021 and 15 closed out, a net change of +10 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2021 was Q3 Asset Management, an estimated $37.7M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2021 was Jane Street, an estimated $60.3M sold.

Based on aggregated 13F filings for Q4 2021.