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Vanguard World Funds Extended Duration ETF

172 hedge funds and large institutions have $957M invested in Vanguard World Funds Extended Duration ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

41% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 170172 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less capital invested

Capital invested by funds: $989M → $957M (-$31.7M)

1.87% less ownership

Funds ownership: 30.34%28.47% (-1.9%)

Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
37
Increased
70
Reduced
45
Closed
31
Calls
$18M
Puts
$12.7M
Net Calls
+$5.26M
Net Calls Change
+$8.31M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$1.07M +$296K +4,090 +39%
BL
77
BCWM LLC
Kansas
$1.06M +$32K +442 +3%
AIP
78
Almanack Investment Partners
Pennsylvania
$1.05M -$343K -4,742 -25%
SAG
79
SageView Advisory Group
California
$903K +$890K +12,301 New
SPIA
80
Steward Partners Investment Advisory
New York
$901K +$21.7K +300 +3%
BCI
81
Brinker Capital Investments
Pennsylvania
$808K +$36.6K +506 +5%
OPS
82
Orion Portfolio Solutions
Nebraska
$808K +$36.6K +506 +5%
AFS
83
AFG Fiduciary Services
Massachusetts
$807K -$470K -6,500 -37%
NWM
84
Napa Wealth Management
California
$799K +$787K +10,881 New
IFWM
85
Institute for Wealth Management
Colorado
$793K +$105K +1,447 +15%
BA
86
Ballew Advisors
Mississippi
$792K -$16.6K -229 -2%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$787K +$26.8K +370 +3%
TFA
88
Tranquilli Financial Advisor
New Jersey
$772K -$623K -8,604 -44%
MAWAG
89
Mid-American Wealth Advisory Group
Missouri
$745K +$396K +5,479 +117%
EFM
90
E Fund Management
China
$734K +$724K +10,000 New
EFMH
91
E Fund Management (HK)
Hong Kong
$734K +$724K +10,000 New
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$730K +$93.4K +1,291 +15%
CWM
93
Centric Wealth Management
Illinois
$660K +$649K +8,967 New
VI
94
VanderPol Investments
Michigan
$645K +$44.4K +613 +8%
GM
95
GeoWealth Management
Illinois
$637K +$14.6K +202 +2%
MFG
96
Merit Financial Group
Georgia
$618K -$483K -6,681 -44%
AI
97
Atria Investments
North Carolina
$608K +$600K +8,289 New
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$608K +$599K +8,280 New
RF
99
RHS Financial
California
$594K +$136K +1,884 +30%
BFG
100
Bleakley Financial Group
New Jersey
$582K -$123K -1,705 -18%

EDV Hedge Fund Activity: Q2 2024 in Review

172 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2024, worth a combined $957M — down 3.2% from $989M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 31 closed out — a net gain of 6 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $25.8M. The largest seller was Jane Street, exiting entirely with an estimated $36.7M sold.

  • 172 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2024, up from 170 in Q1 2024.
  • Funds reported $957M of Vanguard World Funds Extended Duration ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2024 and 31 closed out, a net change of +6 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2024 was Oxbow Advisors, an estimated $25.8M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2024 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.