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Vanguard World Funds Extended Duration ETF
EDV

58 hedge funds and large institutions have $229M invested in Vanguard World Funds Extended Duration ETF in 2017 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

62% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 13

14% more funds holding

Funds holding: 51 → 58 (+7)

7% more capital invested

Capital invested by funds: $215M → $229M (+$14.3M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.09% less ownership

Funds ownership: 38.25% → 38.16% (-0.09%)

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.45%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
12
Increased
21
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$8.36M
2
AIP
Almanack Investment Partners
Pennsylvania
+$6.01M
3
LPL Financial
LPL Financial
California
+$4.86M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.43M
5
LFAS
Level Four Advisory Services
Texas
+$3.99M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$15M
2
MML Investors Services
MML Investors Services
Massachusetts
-$4.34M
3
Cerity Partners
Cerity Partners
New York
-$2.49M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.28M
5
Bank of America
Bank of America
North Carolina
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$46.2M +$8.36M +70,539 +22%
CCP
2
Cardan Capital Partners
Colorado
$42.8M +$1.25M +10,561 +3%
Bank of America
3
Bank of America
North Carolina
$14M -$491K -4,144 -3%
AIP
4
Almanack Investment Partners
Pennsylvania
$12.5M +$6.01M +50,710 +91%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$10.3M +$4.43M +37,406 +74%
Morgan Stanley
6
Morgan Stanley
New York
$10M +$1.6M +13,493 +19%
Jane Street
7
Jane Street
New York
$9.7M +$2.95M +24,867 +43%
Wells Fargo
8
Wells Fargo
California
$8.98M -$305K -2,574 -3%
Goldman Sachs
9
Goldman Sachs
New York
$7.9M -$15M -126,636 -65%
CM
10
Cornerstone Management
Georgia
$7.25M +$621K +5,243 +9%
LPL Financial
11
LPL Financial
California
$6.8M +$4.86M +41,027 +238%
PCP
12
Proficio Capital Partners
Massachusetts
$6.38M +$828K +6,989 +15%
HMC
13
Harvard Management Company
Massachusetts
$5.14M -$1.78K -15 -0%
IA
14
IFP Advisors
Florida
$4.29M +$82.5K +696 +2%
VFA
15
Voya Financial Advisors
Connecticut
$4.27M +$641K +5,409 +17%
Ameriprise
16
Ameriprise
Minnesota
$4.26M -$168K -1,417 -4%
LFAS
17
Level Four Advisory Services
Texas
$3.93M +$3.99M +33,663 New
AG
18
Advisor Group
Arizona
$2.6M +$741K +6,250 +39%
SG Americas Securities
19
SG Americas Securities
New York
$2.1M – – –
RJA
20
Raymond James & Associates
Florida
$2.08M +$2.12M +17,843 New
JMPWA
21
JP Morgan Private Wealth Advisors
California
$1.68M – – –
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$1.68M +$1.45M +12,216 +568%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.47M -$338K -2,850 -18%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$1.18M -$2.28M -19,245 -66%
GHAM
25
Gilman Hill Asset Management
Connecticut
$1.07M -$94.8K -800 -8%
1
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EDV Hedge Fund Activity: Q3 2017 in Review

58 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2017, worth a combined $229M — up 6.7% from $215M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EDV positions and 4 closed out — a net gain of 8 holders — while 21 added to existing stakes and 13 trimmed.

The largest buyer was Beacon Capital Management Inc (Ohio), adding an estimated $8.36M. The largest seller was Goldman Sachs, cutting an estimated $15M.

  • 58 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2017, up from 51 in Q2 2017.
  • Funds reported $229M of Vanguard World Funds Extended Duration ETF stock for Q3 2017, up 6.7% quarter-over-quarter.
  • 12 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2017 and 4 closed out, a net change of +8 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2017 was Beacon Capital Management Inc (Ohio), an estimated $8.36M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2017 was Goldman Sachs, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2017.