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Vanguard World Funds Extended Duration ETF
EDV

126 hedge funds and large institutions have $611M invested in Vanguard World Funds Extended Duration ETF in 2023 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 47 increasing their positions, 31 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 19

52% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 31

27% more capital invested

Capital invested by funds: $480M → $611M (+$132M)

26% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $9.84M

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more funds holding

Funds holding: 111 → 126 (+15)

1.19% less ownership

Funds ownership: 33.69% → 32.5% (-1.2%)

Holders
126
Holders Change
+15
Holders Change %
+13.51%
% of All Funds
2.01%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
36
Increased
47
Reduced
31
Closed
19
Calls
$12.4M
Puts
$9.84M
Net Calls
+$2.61M
Net Calls Change
+$2.47M

Top Buyers

Rank Fund Capital Flow
1
DI
DFPG Investments
Utah
+$15M
2
HFS
Hantz Financial Services
Michigan
+$14.1M
3
TI
Tidal Investments
Wisconsin
+$13.8M
4
UBS Group
UBS Group
Switzerland
+$12.1M
5
Morgan Stanley
Morgan Stanley
New York
+$8.84M

Top Sellers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
-$15.2M
2
QAM
Q3 Asset Management
Michigan
-$8.05M
3
Goldman Sachs
Goldman Sachs
New York
-$7.63M
4
FTUS
Flow Traders U.S.
New York
-$7.16M
5
LJAC
L.J. Altfest & Co
New York
-$6.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$416K +$408K +4,597 New
AAS
77
Avantax Advisory Services
Texas
$397K +$156K +1,758 +67%
TF
78
Trek Financial
Arizona
$348K +$341K +3,846 New
WDC
79
Woodward Diversified Capital
California
$346K +$339K +3,818 New
PA
80
PFG Advisors
Arizona
$333K +$327K +3,682 New
Bank of Montreal
81
Bank of Montreal
Ontario, Canada
$308K +$302K +3,399 +67,980%
RF
82
RHS Financial
California
$291K +$58.4K +658 +26%
Renaissance Technologies
83
Renaissance Technologies
New York
$290K -$364K -4,100 -56%
DWM
84
Darwin Wealth Management
Florida
$286K +$291K +3,276 New
MSFS
85
Main Street Financial Solutions
Pennsylvania
$281K – – –
MC
86
Moors & Cabot
Massachusetts
$279K +$274K +3,082 New
FPCP
87
Fort Point Capital Partners
California
$278K -$5.59K -63 -2%
VF
88
Virtu Financial
New York
$274K +$268K +3,022 New
VAM
89
Verity Asset Management
North Carolina
$265K +$260K +2,924 New
LFP
90
Leeward Financial Partners
Washington
$256K – – –
LEFP
91
Leading Edge Financial Planning
Tennessee
$256K +$251K +2,826 New
AT
92
American Trust
Kentucky
$254K -$223K -2,518 -25%
KPWS
93
Kestra Private Wealth Services
Texas
$247K +$243K +2,733 New
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$246K -$513K -5,782 -68%
AFO
95
Arrowroot Family Office
California
$238K +$233K +2,626 New
JP Morgan Chase
96
JP Morgan Chase
New York
$231K +$80.2K +904 +55%
RA
97
RFG Advisory
Alabama
$204K -$444 -5 -0.2%
CIBC World Market
98
CIBC World Market
Ontario, Canada
$204K +$200K +2,250 New
AAS
99
Ameritas Advisory Services
Nebraska
$178K +$175K +1,972 New
Fidelity Investments
100
Fidelity Investments
Massachusetts
$121K +$118K +1,328 +10,215%
2 3
4
5 6

EDV Hedge Fund Activity: Q1 2023 in Review

126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2023, worth a combined $611M — up 27% from $480M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new EDV positions and 19 closed out — a net gain of 17 holders — while 47 added to existing stakes and 31 trimmed.

The largest buyer was DFPG Investments, opening a new position worth an estimated $15M. The largest seller was Madison Asset Management, cutting an estimated $15.2M.

  • 126 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2023, up from 111 in Q4 2022.
  • Funds reported $611M of Vanguard World Funds Extended Duration ETF stock for Q1 2023, up 27% quarter-over-quarter.
  • 36 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2023 and 19 closed out, a net change of +17 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2023 was DFPG Investments, an estimated $15M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q1 2023 was Madison Asset Management, an estimated $15.2M sold.

Based on aggregated 13F filings for Q1 2023.