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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 43

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $957M → $1.24B (+$286M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 172183 (+11)

1.26% more ownership

Funds ownership: 28.47%29.73% (+1.3%)

2% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.4M

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
176
Silver Oak Securities
Tennessee
$1.28K +$1.24K +16 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$1.2K
CAL
178
Capital Analysts LLC
Pennsylvania
$1K +$1.01K +13 New
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$717
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$638 +$622 +8 New
FFA
181
Founders Financial Alliance
North Carolina
$319
TRCT
182
Tower Research Capital (TRC)
New York
$239 -$28.2K -363 -99%
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$148
ACA
184
Aptus Capital Advisors
Alabama
$80
HWA
185
Heartwood Wealth Advisors
Virginia
-$11.8M -160,168 Closed
LAS
186
Lloyd Advisory Services
Georgia
-$2.94M -40,006 Closed
MAM
187
Madison Asset Management
Wisconsin
-$2.57M -35,032 Closed
LJAC
188
L.J. Altfest & Co
New York
-$2.12M -28,811 Closed
MAWAG
189
Mid-American Wealth Advisory Group
Missouri
-$745K -10,146 Closed
CWM
190
Centric Wealth Management
Illinois
-$660K -8,967 Closed
Parallax Volatility Advisers
191
Parallax Volatility Advisers
California
-$608K -8,280 Closed
SW
192
Simplicity Wealth
New Jersey
-$582K -7,928 Closed
Wolverine Trading
193
Wolverine Trading
Illinois
-$484K -6,592 Closed
GLR
194
Great Lakes Retirement
Ohio
-$473K -6,449 Closed
Manulife (Manufacturers Life Insurance)
195
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$361K -4,922 Closed
ECA
196
Elevated Capital Advisors
Utah
-$354K -4,824 Closed
CYG
197
Clean Yield Group
Vermont
-$264K -3,600 Closed
CF
198
Centaurus Financial
California
-$264K -3,597 Closed
FTUS
199
Flow Traders U.S.
New York
-$251K -3,416 Closed
VF
200
Virtu Financial
New York
-$211K -2,880 Closed

EDV Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.24B — up 30% from $957M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 22 closed out — a net gain of 15 holders — while 80 added to existing stakes and 43 trimmed.

The largest buyer was Ameriprise, adding an estimated $48.5M. The largest seller was Bank of America, cutting an estimated $26.5M.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 172 in Q2 2024.
  • Funds reported $1.24B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +15 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2024 was Ameriprise, an estimated $48.5M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2024 was Bank of America, an estimated $26.5M sold.

Based on aggregated 13F filings for Q3 2024.