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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 43

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $957M → $1.24B (+$286M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 172183 (+11)

1.26% more ownership

Funds ownership: 28.47%29.73% (+1.3%)

2% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.4M

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
76
Dynamic Advisor Solutions
Arizona
$1.28M +$117K +1,500 +10%
MAWA
77
Moss Adams Wealth Advisors
Washington
$1.27M +$1.24M +15,902 New
Comerica Bank
78
Comerica Bank
Texas
$1.21M -$95.3K -1,226 -7%
P
79
&Partners
Tennessee
$1.17M +$1.13M +14,524 New
PA
80
PFG Advisors
Arizona
$1.16M -$6.46M -83,141 -85%
AIP
81
Almanack Investment Partners
Pennsylvania
$1.15M +$11.4K +146 +1%
NWM
82
Napa Wealth Management
California
$1.14M +$269K +3,464 +32%
CA
83
CWC Advisors
Oregon
$1.12M +$1.09M +14,066 New
Jones Financial Companies
84
Jones Financial Companies
Missouri
$1.11M +$730K +9,394 +210%
IWM
85
IHT Wealth Management
Illinois
$1.07M -$216K -2,779 -17%
Goldman Sachs
86
Goldman Sachs
New York
$1.05M -$5.13M -66,034 -83%
CJ
87
Caitlin John
Michigan
$1.03M +$1.06M +13,633 +1,464%
SPIA
88
Steward Partners Investment Advisory
New York
$1.03M +$47K +604 +5%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$994K +$970K +12,476 New
SAG
90
SageView Advisory Group
California
$980K
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$979K +$88.7K +1,141 +10%
BCI
92
Brinker Capital Investments
Pennsylvania
$977K +$98K +1,260 +11%
OPS
93
Orion Portfolio Solutions
Nebraska
$977K +$98K +1,260 +11%
DWM
94
Drive Wealth Management
Utah
$915K -$311K -4,000 -26%
AI
95
Atria Investments
North Carolina
$885K +$219K +2,821 +34%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$865K +$69.2K +890 +9%
IFWM
97
Institute for Wealth Management
Colorado
$860K
AFS
98
AFG Fiduciary Services
Massachusetts
$817K
LTL
99
Lowery Thomas LLC
California
$787K +$768K +9,874 New
BA
100
Ballew Advisors
Mississippi
$780K -$30.9K -397 -4%

EDV Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.24B — up 30% from $957M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 22 closed out — a net gain of 15 holders — while 80 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $48.5M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 172 in Q2 2024.
  • Funds reported $1.24B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2024 was Ameriprise, an estimated $48.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.