EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in Vanguard World Funds Extended Duration ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+41
Holders Change %
+28.67%
% of All Funds
2.7%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.21%
New
65
Increased
57
Reduced
54
Closed
24
Calls
$9.16M
Puts
$14.7M
Net Calls
-$5.51M
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$87.3M

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.51M
3
BA
3
Bridge Advisory
California
$2.26M
4
EW
4
Evoke Wealth
California
$0
5
PPW
5
Pasadena Private Wealth
California
$330K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
151
Northwestern Mutual Wealth Management
Wisconsin
$96.7K -$104K -1,282 -52%
GRP
152
Global Retirement Partners
California
$80.2K +$78.5K +1,036 +4,709%
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77K – – –
CA
154
Crewe Advisors
Utah
$69.1K +$69.1K +853 New
PA
155
Pineridge Advisors
Missouri
$57.4K +$57.4K +708 New
CIA
156
Cape Investment Advisory
Georgia
$56.8K +$56.8K +701 New
CIAS
157
Capital Investment Advisory Services
North Carolina
$56.7K -$15.9K -196 -22%
AWM
158
Able Wealth Management
New Jersey
$51.4K +$51.4K +634 New
HIA
159
Harbor Investment Advisory
Maryland
$35.7K +$14.5K +179 +69%
EWA
160
EverSource Wealth Advisors
Alabama
$30.9K +$30.9K +381 New
PK
161
Pflug Koory
Nebraska
$27.2K +$27.2K +336 New
CCA
162
Criterion Capital Advisors
Tennessee
$26.7K +$26.7K +330 New
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$24.5K +$18.3K +222 +296%
AIP
164
Ameritas Investment Partners
Nebraska
$20.9K +$17.1K +211 +449%
CPG
165
Custom Portfolio Group
Colorado
$18.3K +$18.3K +226 New
SWM
166
Spire Wealth Management
Virginia
$17.9K – – –
TRCT
167
Tower Research Capital (TRC)
New York
$9.97K +$9.97K +123 New
NFSG
168
Newbridge Financial Services Group
Florida
$9.72K -$77.6K -958 -89%
US Bancorp
169
US Bancorp
Minnesota
$8.27K -$891 -11 -10%
CFGS
170
Concourse Financial Group Securities
Alabama
$8.1K +$8.1K +100 New
PS
171
Principal Securities
Iowa
$7.7K +$7.7K +95 New
OLVIG
172
Oliver Lagore Vanvalin Investment Group
Michigan
$5.83K -$2.16M -26,627 -100%
FCG
173
Financial Connections Group
California
$5K +$5K +73 New
ITIM
174
Indiana Trust & Investment Management
Indiana
$3K +$3K +37 New
CAS
175
Coppell Advisory Solutions
Texas
$2.76K +$2.76K +34 New
5 6
7
8 9