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Vanguard World Funds Extended Duration ETF
EDV

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.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 24

66% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 35

25% more capital invested

Capital invested by funds: $611M → $763M (+$152M)

21% more funds holding

Funds holding: 126 → 152 (+26)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

1.37% more ownership

Funds ownership: 32.5% → 33.87% (+1.4%)

31% less call options, than puts

Call options by funds: $9.18M | Put options by funds: $13.2M

Holders
152
Holders Change
+26
Holders Change %
+20.63%
% of All Funds
2.39%
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

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$27.2M
2
AWM
AE Wealth Management
Kansas
+$19M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$16.9M
4
CWP
Cyndeo Wealth Partners
Florida
+$14.1M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.8M

Top Sellers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
-$14.7M
2
TI
Tidal Investments
Wisconsin
-$14.1M
3
UBS Group
UBS Group
Switzerland
-$12.5M
4
LPL Financial
LPL Financial
California
-$5.73M
5
FGA
Fortis Group Advisors
New Jersey
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
76
Ballew Advisors
Mississippi
$1.09M +$2.88K +33 +0.3%
CA
77
Cetera Advisors
Colorado
$1.08M +$290K +3,319 +36%
FGA
78
Fortis Group Advisors
New Jersey
$1.03M -$4.04M -46,264 -80%
DWM
79
Drive Wealth Management
Utah
$967K +$29.3K +336 +3%
AAS
80
Avantax Advisory Services
Texas
$966K +$586K +6,712 +153%
BOSSRA
81
B.O.S.S. Retirement Advisors
Utah
$937K +$939K +10,757 New
GHAM
82
Gilman Hill Asset Management
Connecticut
$912K +$218K +2,500 +31%
CF
83
Centaurus Financial
California
$909K +$911K +10,444 New
HighTower Advisors
84
HighTower Advisors
Illinois
$804K -$2.71K -31 -0.3%
SC
85
Scotia Capital
Ontario, Canada
$787K +$789K +9,039 New
RBCM
86
Raub Brock Capital Management
California
$764K +$765K +8,770 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$739K +$740K +8,486 New
CF
88
Clarity Financial
Texas
$716K +$717K +8,219 New
AT
89
American Trust
Kentucky
$675K -$436 -5 -0.1%
HWP
90
Heritage Wealth Partners
Ohio
$652K +$654K +7,493 New
JP Morgan Chase
91
JP Morgan Chase
New York
$646K +$425K +4,874 +191%
CWM
92
Comprehensive Wealth Management
Washington
$627K +$63.3K +726 +11%
SPC
93
Sigma Planning Corp
Michigan
$602K +$603K +6,913 New
OC
94
Oppenheimer & Co
New York
$516K +$517K +5,930 New
CWA
95
Capital Wealth Alliance
Arizona
$486K +$486K +5,576 New
BCI
96
Brinker Capital Investments
Pennsylvania
$482K +$483K +5,537 New
OPS
97
Orion Portfolio Solutions
Nebraska
$482K +$483K +5,537 New
KWM
98
Kingsview Wealth Management
Oregon
$476K +$477K +5,468 New
HF
99
HRT Financial
New York
$468K +$470K +5,384 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$460K +$59.9K +686 +15%
2 3
4
5 6

EDV Hedge Fund Activity: Q2 2023 in Review

152 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2023, worth a combined $763M — up 25% from $611M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new EDV positions and 24 closed out — a net gain of 26 holders — while 58 added to existing stakes and 35 trimmed.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $27.2M. The largest seller was Madison Asset Management, cutting an estimated $14.7M.

  • 152 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2023, up from 126 in Q1 2023.
  • Funds reported $763M of Vanguard World Funds Extended Duration ETF stock for Q2 2023, up 25% quarter-over-quarter.
  • 50 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2023 and 24 closed out, a net change of +26 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2023 was RiverFront Investment Group, an estimated $27.2M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2023 was Madison Asset Management, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2023.