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Vanguard World Funds Extended Duration ETF

176 hedge funds and large institutions have $994M invested in Vanguard World Funds Extended Duration ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $21.2M

5.27% less ownership

Funds ownership: 32.83%27.56% (-5.3%)

9% less funds holding

Funds holding: 194176 (-18)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less capital invested

Capital invested by funds: $1.31B → $994M (-$315M)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

Holders
176
Holders Change
-18
Holders Change %
-9.28%
% of All Funds
2.32%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
52
Reduced
61
Closed
48
Calls
$40.7M
Puts
$21.2M
Net Calls
+$19.5M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
76
Cassaday & Co Wealth Management
Virginia
$1.07M
AWM
77
Accel Wealth Management
Iowa
$1.01M -$13.8K -209 -1%
PA
78
Paragon Advisors
Texas
$975K -$537K -8,131 -36%
AWS
79
Atria Wealth Solutions
New York
$975K -$3.43M -51,822 -78%
TPA
80
Trivium Point Advisory
Connecticut
$871K +$127K +1,918 +17%
Stifel Financial
81
Stifel Financial
Missouri
$686K -$620K -9,387 -48%
BL
82
BCWM LLC
Kansas
$684K -$511K -7,733 -43%
SFO
83
Stokes Family Office
Louisiana
$673K +$661K +10,000 New
DAS
84
Dynamic Advisor Solutions
Arizona
$662K -$160K -2,424 -20%
SAG
85
SageView Advisory Group
California
$651K +$8.13K +123 +1%
Comerica Bank
86
Comerica Bank
Texas
$642K -$3.31K -50 -0.5%
FA
87
Forefront Analytics
Pennsylvania
$632K +$621K +9,389 New
BA
88
Ballew Advisors
Mississippi
$626K -$62.9K -951 -9%
BWM
89
BlackDiamond Wealth Management
New York
$555K +$550K +8,313 New
IFWM
90
Institute for Wealth Management
Colorado
$515K +$506K +7,648 New
LEFP
91
Leading Edge Financial Planning
Tennessee
$503K +$55.1K +834 +13%
Focus Partners Wealth
92
Focus Partners Wealth
Massachusetts
$500K
PTC
93
Private Trust Company
Ohio
$434K
Belvedere Trading
94
Belvedere Trading
Illinois
$431K +$423K +6,400 New
MWM
95
Maridea Wealth Management
New York
$429K +$4.63K +70 +1%
IA
96
IFP Advisors
Florida
$420K -$2.64K -40 -0.6%
AFA
97
Allium Financial Advisors
Oregon
$415K -$163K -2,464 -29%
LSIA
98
LaSalle St. Investment Advisors
Illinois
$391K
Koshinski Asset Management
99
Koshinski Asset Management
Illinois
$389K
VAG
100
VisionPoint Advisory Group
Texas
$380K -$5.42K -82 -1%

EDV Hedge Fund Activity: Q2 2025 in Review

176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2025, worth a combined $994M — down 24% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EDV and 33 opened new positions — a net loss of 15 holders — while 61 trimmed existing stakes and 52 added.

The largest buyer was Income Research & Management, opening a new position worth an estimated $26.7M. The largest seller was JP Morgan Chase, cutting an estimated $176M.

  • 176 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2025, down from 194 in Q1 2025.
  • Funds reported $994M of Vanguard World Funds Extended Duration ETF stock for Q2 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2025 and 48 closed out, a net change of -15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2025 was Income Research & Management, an estimated $26.7M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2025 was JP Morgan Chase, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2025.