We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF
EDV

111 hedge funds and large institutions have $480M invested in Vanguard World Funds Extended Duration ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

4% more funds holding

Funds holding: 107 → 111 (+4)

3% more call options, than puts

Call options by funds: $5.01M | Put options by funds: $4.87M

0% more capital invested

Capital invested by funds: $479M → $480M (+$441K)

5.51% less ownership

Funds ownership: 39.2% → 33.69% (-5.5%)

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.78%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
29
Increased
40
Reduced
30
Closed
24
Calls
$5.01M
Puts
$4.87M
Net Calls
+$137K
Net Calls Change
-$8.52M

Top Buyers

Rank Fund Capital Flow
1
MAM
Madison Asset Management
Wisconsin
+$13M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$9.7M
3
LPT
Legacy Private Trust
Wisconsin
+$8.92M
4
LJAC
L.J. Altfest & Co
New York
+$8.25M
5
HFS
Hantz Financial Services
Michigan
+$8.11M

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$17.1M
2
IA
IFP Advisors
Florida
-$11.6M
3
Goldman Sachs
Goldman Sachs
New York
-$9.84M
4
FS
Ferguson Shapiro
Georgia
-$9.35M
5
TWC
TD Waterhouse Canada
Ontario, Canada
-$7.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
101
Sandy Spring Bank
Maryland
$4.31K -$12.5K -148 -74%
AIP
102
Ameritas Investment Partners
Nebraska
$3.89K – – –
NA
103
NewEdge Advisors
Louisiana
$2.07K +$2.11K +25 New
CA
104
CoreCap Advisors
Michigan
$1.24K +$1.26K +15 New
BlackRock
105
BlackRock
New York
$1.16K -$3.04M -36,030 -100%
AA
106
Addison Advisors
Vermont
$1.16K +$337 +4 +40%
Fidelity Investments
107
Fidelity Investments
Massachusetts
$1.08K +$1.09K +13 New
BCMLT
108
Beacon Capital Management LLC (Tennessee)
Tennessee
$745 – – –
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$456 – – –
BCMIO
110
Beacon Capital Management Inc (Ohio)
Ohio
$331 – – –
FFA
111
Founders Financial Alliance
North Carolina
$331 – – –
HNB
112
Huntington National Bank
Ohio
$83 – – –
TI
113
Tidal Investments
Wisconsin
– -$17.1M -197,328 Closed
BFA
114
Beaumont Financial Advisors
Massachusetts
– -$2.4M -27,621 Closed
JWWM
115
Johnson & White Wealth Management
Pennsylvania
– -$1.9M -21,917 Closed
IHL
116
Investment House LLC
California
– -$1.19M -13,693 Closed
AIP
117
Almanack Investment Partners
Pennsylvania
– -$1.05M -12,068 Closed
Walleye Capital
118
Walleye Capital
New York
– -$877K -10,116 Closed
WP
119
WealthSource Partners
California
– -$736K -8,491 Closed
FAM
120
Frontier Asset Management
Wyoming
– -$716K -8,259 Closed
LAS
121
Lloyd Advisory Services
Georgia
– -$535K -6,175 Closed
OPS
122
Orion Portfolio Solutions
Nebraska
– -$350K -4,040 Closed
IF
123
Intrua Financial
Texas
– -$300K -3,455 Closed
BA
124
Bristlecone Advisors
Washington
– -$284K -3,281 Closed
EIA
125
Eldridge Investment Advisors
New Hampshire
– -$269K -3,100 Closed
2 3 4
5
6

EDV Hedge Fund Activity: Q4 2022 in Review

111 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2022, worth a combined $480M — up 0.09% from $479M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new EDV positions and 24 closed out — a net gain of 5 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Madison Asset Management, adding an estimated $13M. The largest seller was Tidal Investments, exiting entirely with an estimated $17.1M sold.

  • 111 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2022, up from 107 in Q3 2022.
  • Funds reported $480M of Vanguard World Funds Extended Duration ETF stock for Q4 2022, up 0.09% quarter-over-quarter.
  • 29 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2022 and 24 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2022 was Madison Asset Management, an estimated $13M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2022 was Tidal Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2022.