We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.72B invested in Vanguard World Funds Extended Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.24B → $1.72B (+$476M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

5.73% more ownership

Funds ownership: 29.73%35.46% (+5.7%)

0% more funds holding

Funds holding: 183183 (0)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

24% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $23.3M

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
47
Increased
52
Reduced
62
Closed
42
Calls
$17.8M
Puts
$23.3M
Net Calls
-$5.5M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
101
Wolverine Trading
Illinois
$554K +$594K +8,150 New
HF
102
HRT Financial
New York
$526K -$17.7K -243 -3%
CCWM
103
Cassaday & Co Wealth Management
Virginia
$526K -$146K -2,000 -20%
MFG
104
Merit Financial Group
Georgia
$511K -$29K -398 -5%
HW
105
Hamilton Wealth
California
$456K -$14.6M -199,697 -97%
LEFP
106
Leading Edge Financial Planning
Tennessee
$452K +$34.1K +468 +8%
GM
107
GeoWealth Management
Illinois
$447K -$7.22K -99 -1%
SC
108
Savant Capital
Illinois
$447K +$482K +6,603 New
MWM
109
Maridea Wealth Management
New York
$441K +$475K +6,508 New
HT
110
Headlands Technologies
Illinois
$438K +$460K +6,303 +3,964%
LTL
111
Lowery Thomas LLC
California
$433K -$254K -3,485 -35%
BlackRock
112
BlackRock
New York
$401K +$432K +5,921 New
SPIA
113
Steward Partners Investment Advisory
New York
$374K -$537K -7,360 -57%
VI
114
VanderPol Investments
Michigan
$371K -$269K -3,688 -40%
KA
115
Kovack Advisors
Florida
$366K +$394K +5,402 New
VAG
116
VisionPoint Advisory Group
Texas
$364K +$9.55K +131 +2%
CF
117
Clarity Financial
Texas
$324K +$27.9K +382 +9%
RFG
118
Range Financial Group
Oregon
$307K -$140K -1,926 -30%
WA
119
Whipplewood Advisors
Colorado
$303K +$326K +4,476 New
VA
120
Valmark Advisers
Ohio
$282K -$175K -2,396 -37%
FIM
121
FWL Investment Management
Texas
$269K -$120K -1,652 -29%
OC
122
Oppenheimer & Co
New York
$269K -$238K -3,260 -45%
AAS
123
Avantax Advisory Services
Texas
$268K -$161K -2,211 -36%
AAS
124
Ameritas Advisory Services
Nebraska
$268K +$99K +1,357 +52%
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
$252K +$189K +2,586 +229%

EDV Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2024, worth a combined $1.72B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EDV positions and 42 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $52.1M sold.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.72B of Vanguard World Funds Extended Duration ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 47 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2024 and 42 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2024 was Oxbow Advisors, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.