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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
+$13M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.7M |
| 3 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
+$8.92M |
| 4 |
LJAC
L.J. Altfest & Co
New York
|
+$8.25M |
| 5 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$8.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$17.1M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$11.6M |
| 3 |
Goldman Sachs
New York
|
-$9.84M |
| 4 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
-$9.35M |
| 5 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
-$7.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$250K | -2,888 | Closed |
|
|
SPC
127
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$240K | -2,769 | Closed |
|
|
SWM
128
Silverlake Wealth Management
Williston,
Vermont
| – | -$233K | -2,685 | Closed |
|
129
Citigroup
New York
| – | -$227K | -2,619 | Closed |
|
|
CFB
130
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$59K | -685 | Closed |
|
|
WWMSC
131
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$46K | -525 | Closed |
|
|
KFAA
132
Klaas Financial Asset Advisors
Loves Park,
Illinois
| – | -$30K | -345 | Closed |
|
|
FGAM
133
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$1.6K | -261 | Closed |
|
|
HI
134
Hudock Inc
Williamsport,
Pennsylvania
| – | -$7K | -91 | Closed |
|
135
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$2K | -25 | Closed |
|
|
GEA
136
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$67 | -1 | Closed |
|
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.