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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 43

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $957M → $1.24B (+$286M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 172183 (+11)

1.26% more ownership

Funds ownership: 28.47%29.73% (+1.3%)

2% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.4M

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
CCWM
101
Cassaday & Co Wealth Management
Virginia
$778K +$311K +4,000 +69%
VI
102
VanderPol Investments
Michigan
$730K +$29.2K +376 +4%
TPA
103
Trivium Point Advisory
Connecticut
$661K +$729K +9,380 New
BFG
104
Bleakley Financial Group
New Jersey
$647K +$15K +193 +2%
HF
105
HRT Financial
New York
$639K +$40.1K +516 +7%
MFG
106
Merit Financial Group
Georgia
$632K -$37.9K -488 -6%
SC
107
Sinecera Capital
Texas
$608K +$74.6K +960 +14%
ETC
108
Exchange Traded Concepts
Oklahoma
$600K +$586K +7,532 New
OC
109
Oppenheimer & Co
New York
$576K +$117K +1,502 +26%
GM
110
GeoWealth Management
Illinois
$534K -$153K -1,974 -23%
SFA
111
Source Financial Advisors
New York
$534K -$54.8K -705 -10%
VA
112
Valmark Advisers
Ohio
$523K +$510K +6,558 New
RFG
113
Range Financial Group
Oregon
$515K +$4.51K +58 +0.9%
LEFP
114
Leading Edge Financial Planning
Tennessee
$494K -$39.6K -509 -8%
AAS
115
Avantax Advisory Services
Texas
$492K +$98.5K +1,267 +26%
SIC
116
Samalin Investment Counsel
New York
$454K -$36.9K -474 -8%
FIM
117
FWL Investment Management
Texas
$448K +$70.4K +906 +19%
VAG
118
VisionPoint Advisory Group
Texas
$418K +$12K +154 +3%
GHAM
119
Gilman Hill Asset Management
Connecticut
$392K -$50.5K -650 -12%
PAS
120
Park Avenue Securities
New York
$364K +$356K +4,574 New
TSS
121
Two Sigma Securities
New York
$363K +$354K +4,552 New
CF
122
Clarity Financial
Texas
$351K -$36.9K -475 -10%
Wealth Enhancement Advisory Services
123
Wealth Enhancement Advisory Services
Minnesota
$330K -$1.42M -18,218 -81%
HH
124
Hilltop Holdings
Texas
$326K +$318K +4,093 New
KAS
125
Kestra Advisory Services
Texas
$308K +$300K +3,861 New

EDV Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.24B — up 30% from $957M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 22 closed out — a net gain of 15 holders — while 80 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $48.5M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 172 in Q2 2024.
  • Funds reported $1.24B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2024 was Ameriprise, an estimated $48.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.