Vanguard World Funds Extended Duration ETF
125 hedge funds and large institutions have $456M invested in Vanguard World Funds Extended Duration ETF in 2022 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 20 closing their positions.
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
54% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 26
15% more funds holding
Funds holding: 109 → 125 (+16)
8% more capital invested
Capital invested by funds: $423M → $456M (+$32.6M)
1% more call options, than puts
Call options by funds: $5.1M | Put options by funds: $5.06M
1.18% less ownership
Funds ownership: 32.69% → 31.52% (-1.2%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$17.5M |
| 2 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$16.9M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$16.5M |
| 4 |
Morgan Stanley
New York
|
+$14.1M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
-$45.3M |
| 2 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$12M |
| 3 |
N
Natixis
Paris,
France
|
-$8.71M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$7.68M |
| 5 |
QAM
Q3 Asset Management
Birmingham,
Michigan
|
-$5.77M |
EDV Hedge Fund Activity: Q1 2022 in Review
125 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2022, worth a combined $456M — up 7.7% from $423M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new EDV positions and 20 closed out — a net gain of 18 holders — while 40 added to existing stakes and 26 trimmed.
The largest buyer was IFP Advisors, adding an estimated $17.5M. The largest seller was Beacon Capital Management Inc (Ohio), cutting an estimated $45.3M.
- 125 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2022, up from 109 in Q4 2021.
- Funds reported $456M of Vanguard World Funds Extended Duration ETF stock for Q1 2022, up 7.7% quarter-over-quarter.
- 38 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2022 and 20 closed out, a net change of +18 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2022 was IFP Advisors, an estimated $17.5M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q1 2022 was Beacon Capital Management Inc (Ohio), an estimated $45.3M sold.
Based on aggregated 13F filings for Q1 2022.