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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
FFA
176
Farther Finance Advisors
California
$1.63K +$1.75K +24 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$1.02K
TVWM
178
Tower View Wealth Management
Wisconsin
$813 +$875 +12 New
BCMLT
179
Beacon Capital Management LLC (Tennessee)
Tennessee
$617
LWANC
180
Laurel Wealth Advisors (North Carolina)
North Carolina
$542
Fidelity Investments
181
Fidelity Investments
Massachusetts
$339 -$5.54K -76 -94%
FFA
182
Founders Financial Alliance
North Carolina
$271
OSAM
183
O'Shaughnessy Asset Management
Connecticut
$135
ACA
184
Aptus Capital Advisors
Alabama
$68
OA
185
Oxbow Advisors
Texas
-$52.1M -654,224 Closed
BCMIO
186
Beacon Capital Management Inc (Ohio)
Ohio
-$41.3M -518,499 Closed
TLP
187
Trinity Legacy Partners
Texas
-$7.63M -102,792 Closed
QC
188
Quadrature Capital
United Kingdom
-$5.46M -68,615 Closed
BIP
189
Bouvel Investment Partners
Pennsylvania
-$3.52M -44,119 Closed
RB
190
Richmond Brothers
Michigan
-$3.33M -41,820 Closed
EFM
191
E Fund Management
China
-$2.38M -29,887 Closed
EFMH
192
E Fund Management (HK)
Hong Kong
-$2.38M -29,887 Closed
Envestnet Portfolio Solutions
193
Envestnet Portfolio Solutions
Illinois
-$1.88M -23,589 Closed
TFA
194
Tranquilli Financial Advisor
New Jersey
-$1.47M -18,428 Closed
RCS
195
Retirement Capital Strategies
California
-$1.36M -17,095 Closed
DAS
196
Dynamic Advisor Solutions
Arizona
-$1.28M -16,068 Closed
MAWA
197
Moss Adams Wealth Advisors
Washington
-$1.27M -15,902 Closed
AIP
198
Almanack Investment Partners
Pennsylvania
-$1.15M -14,403 Closed
AI
199
Atria Investments
North Carolina
-$885K -11,110 Closed
AFS
200
AFG Fiduciary Services
Massachusetts
-$817K -11,000 Closed

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.