EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

170 hedge funds and large institutions have $989M invested in Vanguard World Funds Extended Duration ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
28
Increased
62
Reduced
59
Closed
39
Calls
$11.2M
Puts
$14.3M
Net Calls
-$3.05M
Net Calls Change
+$2.45M

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.8M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$15.5M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$12M
4
LPL Financial
4
LPL Financial
California
$25.5M
5
OL
5
Owen LaRue
Kentucky
$12.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.3M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$33.8M
4
AWM
4
AE Wealth Management
Kansas
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
101
Koshinski Asset Management
Illinois
$665K +$665K +8,679 New
DWM
102
Drive Wealth Management
Utah
$650K -$46K -600 -7%
GM
103
GeoWealth Management
Illinois
$649K -$369K -4,820 -36%
VI
104
VanderPol Investments
Michigan
$626K +$311K +4,058 +99%
SFA
105
Source Financial Advisors
New York
$587K -$397K -5,177 -40%
IHL
106
Investment House LLC
California
$578K +$578K +7,542 New
Simplex Trading
107
Simplex Trading
Illinois
$576K -$811K -10,608 -58%
SC
108
Sinecera Capital
Texas
$511K -$8.93M -116,592 -95%
LEFP
109
Leading Edge Financial Planning
Tennessee
$487K +$73.8K +963 +18%
RFG
110
Range Financial Group
Oregon
$481K +$287K +3,747 +148%
RF
111
RHS Financial
California
$475K -$38.5K -503 -7%
CCWM
112
Cassaday & Co Wealth Management
Virginia
$442K +$107K +1,400 +32%
CAM
113
Cresset Asset Management
Illinois
$429K -$77 -1 -0%
BFA
114
Beaumont Financial Advisors
Massachusetts
$369K +$134K +1,743 +57%
MAWAG
115
Mid-American Wealth Advisory Group
Missouri
$357K +$357K +4,667 New
CF
116
Clarity Financial
Texas
$337K +$13.6K +177 +4%
AAS
117
Avantax Advisory Services
Texas
$335K -$585K -7,638 -64%
SWP
118
Significant Wealth Partners
Illinois
$334K +$334K +4,360 New
Vontobel Holding
119
Vontobel Holding
Switzerland
$308K – – –
AWE
120
Avidian Wealth Enterprises
Texas
$305K +$109K +1,420 +55%
BAM
121
Bayshore Asset Management
Florida
$302K +$302K +3,943 New
WS
122
Wedbush Securities
California
$299K +$56.5K +737 +23%
GC
123
Guidance Capital
Kentucky
$267K +$9.76K +140 +4%
HWP
124
Heritage Wealth Partners
Ohio
$261K – – –
SC
125
Sepio Capital
Utah
$249K +$11.3K +147 +5%
3 4
5
6 7