EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

181 hedge funds and large institutions have $1.71B invested in Vanguard World Funds Extended Duration ETF in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 52 increasing their positions, 61 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
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
46
Increased
52
Reduced
61
Closed
40
Calls
$17.8M
Puts
$23.3M
Net Calls
-$5.5M
Net Calls Change
-$6.09M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$180M
2
RWP
2
RWA Wealth Partners
Massachusetts
$54.6M
3
HPG
3
Harvest Portfolios Group
Ontario, Canada
$36.4M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$76.4M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$16.3M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$440M
2
OA
2
Oxbow Advisors
Texas
$0
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$0
4
Ameriprise
4
Ameriprise
Minnesota
$36M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$51.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVWM
176
Tower View Wealth Management
Wisconsin
$813 +$813 +12 New
BCMLT
177
Beacon Capital Management LLC (Tennessee)
Tennessee
$617 – – –
LWANC
178
Laurel Wealth Advisors (North Carolina)
North Carolina
$542 – – –
Fidelity Investments
179
Fidelity Investments
Massachusetts
$339 -$5.15K -76 -94%
FFA
180
Founders Financial Alliance
North Carolina
$271 – – –
OSAM
181
O'Shaughnessy Asset Management
Connecticut
$135 – – –
ACA
182
Aptus Capital Advisors
Alabama
$68 – – –
OA
183
Oxbow Advisors
Texas
– -$52.1M -654,224 Closed
BCMIO
184
Beacon Capital Management Inc (Ohio)
Ohio
– -$41.3M -518,499 Closed
TLP
185
Trinity Legacy Partners
Texas
– -$7.63M -102,792 Closed
QC
186
Quadrature Capital
United Kingdom
– -$5.46M -68,615 Closed
BIP
187
Bouvel Investment Partners
Pennsylvania
– -$3.52M -44,119 Closed
RB
188
Richmond Brothers
Michigan
– -$3.33M -41,820 Closed
EFMH
189
E Fund Management (HK)
Hong Kong
– -$2.38M -29,887 Closed
EFM
190
E Fund Management
China
– -$2.38M -29,887 Closed
Envestnet Portfolio Solutions
191
Envestnet Portfolio Solutions
Illinois
– -$1.88M -23,589 Closed
TFA
192
Tranquilli Financial Advisor
New Jersey
– -$1.47M -18,428 Closed
RCS
193
Retirement Capital Strategies
California
– -$1.36M -17,095 Closed
DAS
194
Dynamic Advisor Solutions
Arizona
– -$1.28M -16,068 Closed
MAWA
195
Moss Adams Wealth Advisors
Washington
– -$1.27M -15,902 Closed
AIP
196
Almanack Investment Partners
Pennsylvania
– -$1.15M -14,403 Closed
AI
197
Atria Investments
North Carolina
– -$885K -11,110 Closed
AFS
198
AFG Fiduciary Services
Massachusetts
– -$817K -11,000 Closed
IFWM
199
Institute for Wealth Management
Colorado
– -$860K -10,799 Closed
BFG
200
Bleakley Financial Group
New Jersey
– -$647K -8,121 Closed
5 6 7
8
9