We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.72B invested in Vanguard World Funds Extended Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.24B → $1.72B (+$476M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

5.73% more ownership

Funds ownership: 29.73%35.46% (+5.7%)

0% more funds holding

Funds holding: 183183 (0)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

24% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $23.3M

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
47
Increased
52
Reduced
62
Closed
42
Calls
$17.8M
Puts
$23.3M
Net Calls
-$5.5M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
76
Paragon Advisors
Texas
$1.68M -$356K -4,879 -16%
BHPW
77
Beverly Hills Private Wealth
California
$1.64M +$1.77M +24,206 New
N
78
Natixis
France
$1.53M +$1.65M +22,589 New
AWM
79
Accel Wealth Management
Iowa
$1.5M -$99.4K -1,363 -6%
FPCP
80
Fort Point Capital Partners
California
$1.49M -$383K -5,248 -19%
AWM
81
AE Wealth Management
Kansas
$1.48M -$419K -5,751 -21%
IMC Chicago
82
IMC Chicago
Illinois
$1.4M +$1.51M +20,668 New
Wealth Enhancement Advisory Services
83
Wealth Enhancement Advisory Services
Minnesota
$1.28M +$1.07M +14,695 +355%
OL
84
Owen LaRue
Kentucky
$1.2M -$10.6M -144,776 -89%
CA
85
CWC Advisors
Oregon
$1.1M +$163K +2,234 +16%
VF
86
Virtu Financial
New York
$1.1M +$1.19M +16,280 New
HP
87
Haven Private
Florida
$1.03M +$1.11M +15,272 New
BL
88
BCWM LLC
Kansas
$1.02M +$1.1M +15,076 New
BCI
89
Brinker Capital Investments
Pennsylvania
$992K +$173K +2,376 +19%
OPS
90
Orion Portfolio Solutions
Nebraska
$992K +$173K +2,376 +19%
Comerica Bank
91
Comerica Bank
Texas
$920K -$115K -1,579 -10%
RF
92
RHS Financial
California
$874K -$318K -4,357 -25%
LSIA
93
LaSalle St. Investment Advisors
Illinois
$865K -$2.01M -27,544 -68%
PA
94
PFG Advisors
Arizona
$813K -$185K -2,538 -17%
SAG
95
SageView Advisory Group
California
$680K -$165K -2,259 -18%
BA
96
Ballew Advisors
Mississippi
$676K +$219 +3 +0%
SC
97
Sykon Capital
New York
$652K -$3.77M -51,670 -84%
TPA
98
Trivium Point Advisory
Connecticut
$639K +$4.52K +62 +0.7%
NA
99
Nottingham Advisors
New York
$616K +$664K +9,100 New
NWM
100
Napa Wealth Management
California
$577K -$424K -5,818 -41%

EDV Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2024, worth a combined $1.72B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EDV positions and 42 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $52.1M sold.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.72B of Vanguard World Funds Extended Duration ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 47 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2024 and 42 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2024 was Oxbow Advisors, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.