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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
IFWM
201
Institute for Wealth Management
Colorado
-$860K -10,799 Closed
BFG
202
Bleakley Financial Group
New Jersey
-$647K -8,121 Closed
ETC
203
Exchange Traded Concepts
Oklahoma
-$600K -7,532 Closed
SIC
204
Samalin Investment Counsel
New York
-$454K -5,693 Closed
GHAM
205
Gilman Hill Asset Management
Connecticut
-$392K -4,925 Closed
PAS
206
Park Avenue Securities
New York
-$364K -4,574 Closed
TSS
207
Two Sigma Securities
New York
-$363K -4,552 Closed
HH
208
Hilltop Holdings
Texas
-$326K -4,093 Closed
BCM
209
Brookstone Capital Management
Illinois
-$292K -3,660 Closed
BFA
210
Beaumont Financial Advisors
Massachusetts
-$287K -3,604 Closed
WS
211
Wedbush Securities
California
-$270K -3,393 Closed
AWE
212
Avidian Wealth Enterprises
Texas
-$260K -3,269 Closed
RAM
213
Revere Asset Management
Texas
-$252K -3,160 Closed
TI
214
TrueMark Investments
Illinois
-$232K -2,917 Closed
SFS
215
Strategic Financial Services
New York
-$227K -2,850 Closed
IFG
216
Independent Financial Group
California
-$223K -2,804 Closed
EH
217
Equitable Holdings
New York
-$223K -2,796 Closed
SWA
218
Stratos Wealth Advisors
Ohio
-$222K -2,786 Closed
SPWG
219
Sage Private Wealth Group
Illinois
-$203K -2,543 Closed
FCM
220
Fourpath Capital Management
Oklahoma
-$59.6K -747 Closed
CIA
221
Cape Investment Advisory
Georgia
-$34K -427 Closed
HIA
222
Harbor Investment Advisory
Maryland
-$19.1K -240 Closed
TC
223
Truvestments Capital
Florida
-$7.09K -89 Closed
SOS
224
Silver Oak Securities
Tennessee
-$1.28K -16 Closed
CAL
225
Capital Analysts LLC
Pennsylvania
-$1K -13 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.