EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

143 hedge funds and large institutions have $726M invested in Vanguard World Funds Extended Duration ETF in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-9
Holders Change %
-5.92%
% of All Funds
2.28%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
26
Increased
55
Reduced
54
Closed
35
Calls
$7.77M
Puts
$12.9M
Net Calls
-$5.08M
Net Calls Change
-$1.05M

Top Buyers

1
AFP
1
Ausdal Financial Partners
Iowa
$45.2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$59.1M
3
RIG
3
RiverFront Investment Group
Virginia
$56.6M
4
HW
4
Hamilton Wealth
California
$8.39M
5
FGA
5
Fortis Group Advisors
New Jersey
$8.54M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$99.7M
2
LPT
2
Legacy Private Trust
Wisconsin
$5.57M
3
DI
3
DFPG Investments
Utah
$997K
4
BlackRock
4
BlackRock
New York
$0
5
TF
5
Trek Financial
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
126
Newbridge Financial Services Group
Florida
$75.5K -$116K -1,655 -61%
SPIA
127
Steward Partners Investment Advisory
New York
$74.9K – – –
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.5K +$66.5K +950 New
CIAS
129
Capital Investment Advisory Services
North Carolina
$62.7K -$17.3K -247 -22%
HIA
130
Harbor Investment Advisory
Maryland
$18.3K +$10.6K +152 +139%
SWM
131
Spire Wealth Management
Virginia
$16.7K -$4.2K -60 -20%
Bessemer Group
132
Bessemer Group
New Jersey
$14K +$14K +200 New
US Bancorp
133
US Bancorp
Minnesota
$7.91K -$27.1K -387 -77%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$5.89K -$94.5K -1,203 -94%
BCM
135
Blume Capital Management
California
$4.62K +$4.62K +66 New
AIP
136
Ameritas Investment Partners
Nebraska
$3.29K – – –
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.07K +15 +115%
GRP
138
Global Retirement Partners
California
$1.5K – – –
FGAM
139
Financial Gravity Asset Management
Texas
$1.19K +$1.19K +19 New
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$1.05K -$630 -9 -38%
BCMLT
141
Beacon Capital Management LLC (Tennessee)
Tennessee
$784 – – –
RWPA
142
Richard W. Paul & Associates
Michigan
$420 +$350 +5 +500%
FFA
143
Founders Financial Alliance
North Carolina
$280 +$280 +4 New
HNB
144
Huntington National Bank
Ohio
$70 -$87 – –
BlackRock
145
BlackRock
New York
– -$6.88M -78,968 Closed
TF
146
Trek Financial
Arizona
– -$6.45M -74,118 Closed
LJAC
147
L.J. Altfest & Co
New York
– -$4.87M -55,871 Closed
FAIM
148
Financial Advocates Investment Management
Washington
– -$3.82M -43,905 Closed
VAS
149
Valicenti Advisory Services
New York
– -$1.32M -15,125 Closed
GHAM
150
Gilman Hill Asset Management
Connecticut
– -$912K -10,475 Closed
4 5
6
7 8