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Vanguard World Funds Extended Duration ETF
EDV

111 hedge funds and large institutions have $480M invested in Vanguard World Funds Extended Duration ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

4% more funds holding

Funds holding: 107 → 111 (+4)

3% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $4.87M

0% more capital invested

Capital invested by funds: $479M → $480M (+$441K)

5.51% less ownership

Funds ownership: 39.2% → 33.69% (-5.5%)

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
29
Increased
40
Reduced
30
Closed
24
Calls
$5.01M
Puts
$4.87M
Net Calls
+$137K
Net Calls Change
-$8.52M

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$13M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.7M
3
LPT
Legacy Private Trust
Wisconsin
+$8.92M
4
LJAC
L.J. Altfest & Co
New York
+$8.25M
5
HFS
Hantz Financial Services
Michigan
+$8.11M

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$17.1M
2
IA
IFP Advisors
Florida
-$11.6M
3
Goldman Sachs
Goldman Sachs
New York
-$9.84M
4
FS
Ferguson Shapiro
Georgia
-$9.35M
5
TWC
TD Waterhouse Canada
Ontario, Canada
-$7.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$217K +$221K +2,625 New
RF
77
RHS Financial
California
$211K +$215K +2,552 New
VCWA
78
Vanguard Capital Wealth Advisors
Colorado
$209K +$213K +2,522 New
AA
79
Ancora Advisors
Ohio
$207K – – –
RA
80
RFG Advisory
Alabama
$207K +$191K +2,262 New
Citadel Advisors
81
Citadel Advisors
Florida
$207K -$2.85M -33,840 -93%
HWMA
82
Heritage Wealth Management (Arizona)
Arizona
$153K +$155K +1,842 New
JP Morgan Chase
83
JP Morgan Chase
New York
$137K +$106K +1,252 +317%
CAL
84
Capital Analysts LLC
Pennsylvania
$109K +$12.5K +148 +13%
CIAS
85
Capital Investment Advisory Services
North Carolina
$74.2K +$59K +700 +357%
PA
86
Parallel Advisors
California
$45.6K -$590 -7 -1%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$37K -$2.95K -35 -7%
Simplex Trading
88
Simplex Trading
Illinois
$36K +$25K +297 +211%
AWM
89
Accel Wealth Management
Iowa
$30.2K +$13.8K +164 +82%
CS
90
Credit Suisse
Switzerland
$25.8K – – –
SWM
91
Spire Wealth Management
Virginia
$25K – – –
USCWA
92
U.S. Capital Wealth Advisors
Texas
$16.6K +$16.9K +200 New
FCG
93
Financial Connections Group
California
$14K -$8.34K -99 -37%
MCC
94
Money Concepts Capital
Florida
$8.18K +$8.34K +99 New
GRP
95
Global Retirement Partners
California
$8.05K -$1.35K -16 -14%
NFSG
96
Newbridge Financial Services Group
Florida
$7.21K – – –
CG
97
Cutler Group
California
$7K +$7.5K +89 New
RCM
98
Rain Capital Management
Oregon
$6.38K +$6.49K +77 New
AWM
99
Accurate Wealth Management
Florida
$4.99K +$4.8K +57 New
GWM
100
Geneos Wealth Management
Colorado
$4.89K – – –
2 3
4
5 6

EDV Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2022, worth a combined $480M — up 0.09% from $479M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EDV positions and 24 closed out — a net gain of 5 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $13M. The largest seller was Tidal Investments, exiting entirely with an estimated $17.1M sold.

  • 111 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $480M of Vanguard World Funds Extended Duration ETF stock for Q4 2022, up 0.09% quarter-over-quarter.
  • 29 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2022 and 24 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2022 was Madison Asset Management, an estimated $13M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2022 was Tidal Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2022.