Vanguard World Funds Extended Duration ETF
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.
171% more first-time investments, than exits
New positions opened: 65 | Existing positions closed: 24
75% more funds holding in top 10
Funds holding in top 10: 8 → 14 (+6)
65% more capital invested
Capital invested by funds: $726M → $1.2B (+$473M)
29% more funds holding
Funds holding: 143 → 184 (+41)
2.8% more ownership
Funds ownership: 33.8% → 36.6% (+2.8%)
6% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 54
38% less call options, than puts
Call options by funds: $9.16M | Put options by funds: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$83.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$80.5M |
| 3 |
BCMIO
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
+$60.9M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$18.8M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
-$45.2M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$8.13M |
| 3 |
BA
Bridge Advisory
Pasadena,
California
|
-$5.76M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
-$5.48M |
| 5 |
PPW
Pasadena Private Wealth
Pasadena,
California
|
-$4.3M |
EDV Hedge Fund Activity: Q4 2023 in Review
184 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2023, worth a combined $1.2B — up 65% from $726M a quarter earlier.
Buyers outnumbered sellers: 65 funds opened new EDV positions and 24 closed out — a net gain of 41 holders — while 57 added to existing stakes and 54 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $83.1M. The largest seller was Ausdal Financial Partners, exiting entirely with an estimated $45.2M sold.
- 184 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2023, up from 143 in Q3 2023.
- Funds reported $1.2B of Vanguard World Funds Extended Duration ETF stock for Q4 2023, up 65% quarter-over-quarter.
- 65 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2023 and 24 closed out, a net change of +41 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2023 was Morgan Stanley, an estimated $83.1M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q4 2023 was Ausdal Financial Partners, an estimated $45.2M sold.
Based on aggregated 13F filings for Q4 2023.