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Vanguard World Funds Extended Duration ETF

176 hedge funds and large institutions have $994M invested in Vanguard World Funds Extended Duration ETF in 2025 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $40.7M | Put options by funds: $21.2M

5.27% less ownership

Funds ownership: 32.83%27.56% (-5.3%)

9% less funds holding

Funds holding: 194176 (-18)

15% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 61

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

24% less capital invested

Capital invested by funds: $1.31B → $994M (-$315M)

31% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 48

Holders
176
Holders Change
-18
Holders Change %
-9.28%
% of All Funds
2.32%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
33
Increased
52
Reduced
61
Closed
48
Calls
$40.7M
Puts
$21.2M
Net Calls
+$19.5M
Net Calls Change
+$9.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
126
Creative Planning
Kansas
$212K +$208K +3,146 New
SA
127
Sanctuary Advisors
Indiana
$212K -$66 -1 -0%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$198K
RIL
129
Rothschild Investment LLC
Illinois
$153K
CFB
130
Cullen/Frost Bankers
Texas
$134K +$132K +1,991 New
GRP
131
Global Retirement Partners
California
$122K +$120K +1,812 New
BFP
132
Briaud Financial Planning
Texas
$79K
GFA
133
Gladwyn Financial Advisors
Virginia
$78.7K +$77.3K +1,169 New
Simplex Trading
134
Simplex Trading
Illinois
$72K -$285K -4,314 -80%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.7K
BIG
136
Brooklyn Investment Group
New York
$70.3K +$69K +1,044 New
OLVIG
137
Oliver Lagore Vanvalin Investment Group
Michigan
$45.9K +$42.7K +646 New
EB
138
Eastern Bank
Massachusetts
$33.6K
MSWA
139
Marshall & Sterling Wealth Advisors
New York
$32.6K +$66 +1 +0.2%
WA
140
Whipplewood Advisors
Colorado
$30.4K +$23.7K +359 +386%
PMFA
141
Plante Moran Financial Advisors
Michigan
$30.1K +$29.6K +448 New
FWA
142
Flagship Wealth Advisors
Massachusetts
$27.9K
JWA
143
JFS Wealth Advisors
Pennsylvania
$25.9K +$25.4K +385 New
BCMIO
144
Beacon Capital Management Inc (Ohio)
Ohio
$24.1K +$23.7K +358 New
MMCM
145
Murphy & Mullick Capital Management
New York
$22.7K
PK
146
Pflug Koory
Nebraska
$22.6K
BCM
147
Boreal Capital Management
Florida
$15.4K
HR
148
Howe & Rusling
New York
$13.5K
Q1WB
149
Quest 10 Wealth Builders
Virginia
$12.2K
CWM
150
Cedar Wealth Management
California
$8.88K +$8.72K +132 New

EDV Hedge Fund Activity: Q2 2025 in Review

176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2025, worth a combined $994M — down 24% from $1.31B a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of EDV and 33 opened new positions — a net loss of 15 holders — while 61 trimmed existing stakes and 52 added.

The largest buyer was Income Research & Management, opening a new position worth an estimated $26.7M. The largest seller was JP Morgan Chase, cutting an estimated $176M.

  • 176 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2025, down from 194 in Q1 2025.
  • Funds reported $994M of Vanguard World Funds Extended Duration ETF stock for Q2 2025, down 24% quarter-over-quarter.
  • 33 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2025 and 48 closed out, a net change of -15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2025 was Income Research & Management, an estimated $26.7M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2025 was JP Morgan Chase, an estimated $176M sold.

Based on aggregated 13F filings for Q2 2025.