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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.72B invested in Vanguard World Funds Extended Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.24B → $1.72B (+$476M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

5.73% more ownership

Funds ownership: 29.73%35.46% (+5.7%)

0% more funds holding

Funds holding: 183183 (0)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

24% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $23.3M

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
47
Increased
52
Reduced
62
Closed
42
Calls
$17.8M
Puts
$23.3M
Net Calls
-$5.5M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
151
Huntington National Bank
Ohio
$27.2K
CA
152
Continuum Advisory
Idaho
$25.3K
TWC
153
TD Waterhouse Canada
Ontario, Canada
$24.4K +$19K +260 +260%
CCA
154
Criterion Capital Advisors
Tennessee
$24.2K
MMCM
155
Murphy & Mullick Capital Management
New York
$23.5K +$25.3K +347 New
PK
156
Pflug Koory
Nebraska
$22.8K
SIM
157
Synergy Investment Management
Florida
$16.1K +$17.3K +237 New
CAS
158
Coppell Advisory Solutions
Texas
$15.4K -$146 -2 -0.9%
HR
159
Howe & Rusling
New York
$13.5K +$14.6K +200 New
DRP
160
Decker Retirement Planning
Utah
$12.7K +$13.6K +187 New
Q1WB
161
Quest 10 Wealth Builders
Virginia
$12.3K +$13.2K +181 New
FFA
162
Frazier Financial Advisors
Ohio
$8.84K
T
163
Transce3nd
Texas
$8.06K +$8.68K +119 New
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$8K +$5.83K +80 +229%
MG
165
Mather Group
Illinois
$7.04K +$7.59K +104 New
PS
166
Principal Securities
Iowa
$5.82K -$1.31K -18 -17%
NWMP
167
Noble Wealth Management PBC
Colorado
$5.42K +$5.83K +80 New
FCG
168
Financial Connections Group
California
$5K +$146 +2 +3%
AIP
169
Ameritas Investment Partners
Nebraska
$3.18K
MCM
170
MAI Capital Management
Ohio
$2.98K +$3.21K +44 New
TPCW
171
TD Private Client Wealth
New York
$2.3K -$146 -2 -6%
TFGT
172
TS Financial Group (TSFG)
Illinois
$2K
SIS
173
Sound Income Strategies
Florida
$1.96K +$2.12K +29 New
SSB
174
Sandy Spring Bank
Maryland
$1.69K -$9.12K -125 -83%
NRG
175
Nemes Rush Group
Michigan
$1.65K +$1.75K +24 New

EDV Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2024, worth a combined $1.72B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EDV positions and 42 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $52.1M sold.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.72B of Vanguard World Funds Extended Duration ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 47 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2024 and 42 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2024 was Oxbow Advisors, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.