EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

152 hedge funds and large institutions have $763M invested in Vanguard World Funds Extended Duration ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 24 closing their positions.

Holders
152
Holders Change
+26
Holders Change %
+20.63%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
50
Increased
58
Reduced
35
Closed
24
Calls
$9.18M
Puts
$13.2M
Net Calls
-$4.03M
Net Calls Change
-$6.64M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$27.1M
2
AWM
2
AE Wealth Management
Kansas
$30.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.2M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.9M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$12.5M
2
TI
2
Tidal Investments
Wisconsin
$0
3
UBS Group
3
UBS Group
Switzerland
$11.8M
4
LPL Financial
4
LPL Financial
California
$10.4M
5
FGA
5
Fortis Group Advisors
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
BA
76
Ballew Advisors
Mississippi
$1.09M 13,206 +33 +0.3%
CA
77
Cetera Advisors
Colorado
$1.08M 12,452 +3,319 +36%
FGA
78
Fortis Group Advisors
New Jersey
$1.03M 11,774 -46,264 -80%
DWM
79
Drive Wealth Management
Utah
$967K 11,108 +336 +3%
AAS
80
Avantax Advisory Services
Texas
$966K 11,095 +6,712 +153%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$937K 10,757 +10,757 New
GHAM
82
Gilman Hill Asset Management
Connecticut
$912K 10,475 +2,500 +31%
CF
83
Centaurus Financial
California
$909K 10,444 +10,444 New
HighTower Advisors
84
HighTower Advisors
Illinois
$804K 9,223 -31 -0.3%
SC
85
Scotia Capital
Ontario, Canada
$787K 9,039 +9,039 New
RBCM
86
Raub Brock Capital Management
California
$764K 8,770 +8,770 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$739K 8,486 +8,486 New
CF
88
Clarity Financial
Texas
$716K 8,219 +8,219 New
AT
89
American Trust
Kentucky
$675K 7,751 -5 -0.1%
HWP
90
Heritage Wealth Partners
Ohio
$652K 7,493 +7,493 New
JPMorgan Chase & Co
91
JPMorgan Chase & Co
New York
$646K 7,425 +4,874 +191%
CWM
92
Comprehensive Wealth Management
Washington
$627K 7,203 +726 +11%
SPC
93
Sigma Planning Corp
Michigan
$602K 6,913 +6,913 New
OC
94
Oppenheimer & Co
New York
$516K 5,930 +5,930 New
CWA
95
Capital Wealth Alliance
Arizona
$486K 5,576 +5,576 New
OPS
96
Orion Portfolio Solutions
Nebraska
$482K 5,537 +5,537 New
BCI
97
Brinker Capital Investments
Pennsylvania
$482K 5,537 +5,537 New
KWM
98
Kingsview Wealth Management
Oregon
$476K 5,468 +5,468 New
HF
99
HRT Financial
New York
$468K 5,384 +5,384 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$460K 5,283 +686 +15%
2 3
4
5 6