We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

96 hedge funds and large institutions have $570M invested in Vanguard World Funds Extended Duration ETF in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 6

27% more capital invested

Capital invested by funds: $448M → $570M (+$122M)

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

25% more funds holding

Funds holding: 7796 (+19)

3.43% more ownership

Funds ownership: 39.82%43.25% (+3.4%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
96
Holders Change
+19
Holders Change %
+24.68%
% of All Funds
2.1%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
25
Increased
33
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
1
Prudential plc
United Kingdom
$110M +$30.3M +222,644 +40%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$57M -$9.68M -71,172 -15%
Bank of America
3
Bank of America
North Carolina
$47.2M +$14M +103,105 +45%
UBS Group
4
UBS Group
Switzerland
$42.2M -$253K -1,863 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$33M +$7.17M +52,695 +29%
AIP
6
Almanack Investment Partners
Pennsylvania
$27.5M +$694K +5,101 +3%
Wells Fargo
7
Wells Fargo
California
$24.3M +$6.25M +45,914 +36%
LPL Financial
8
LPL Financial
California
$23.6M +$4M +29,385 +21%
IWC
9
Integrated Wealth Concepts
Massachusetts
$23.3M +$8.54M +62,799 +62%
BIA
10
Barry Investment Advisors
Massachusetts
$15.5M -$146K -1,076 -1%
FA
11
Forefront Analytics
Pennsylvania
$14.8M +$928K +6,819 +7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$13.6M +$1.84M +13,503 +16%
Ameriprise
13
Ameriprise
Minnesota
$13.3M +$6.57M +48,273 +107%
CCP
14
Cardan Capital Partners
Colorado
$9.63M +$176K +1,293 +2%
IA
15
IFP Advisors
Florida
$9.56M +$9.24M +67,886 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$9.51M -$1.89M -13,897 -17%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$8.88M -$419K -3,081 -5%
HMC
18
Harvard Management Company
Massachusetts
$7.27M -$382K -2,805 -5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.31M +$271K +1,989 +5%
CA
20
Cambridge Associates
Massachusetts
$5.81M +$5.6M +41,140 New
AG
21
Advisor Group
Arizona
$5.79M +$878K +6,450 +19%
FAIM
22
Financial Advocates Investment Management
Washington
$5.16M +$4.27M +31,400 +613%
Stifel Financial
23
Stifel Financial
Missouri
$4.29M +$2.31M +17,009 +128%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$3.41M -$52.2K -384 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$3.28M +$2.78M +20,463 +742%

EDV Hedge Fund Activity: Q3 2019 in Review

96 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2019, worth a combined $570M — up 27% from $448M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EDV positions and 6 closed out — a net gain of 19 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Prudential plc, adding an estimated $30.3M. The largest seller was BlackRock, cutting an estimated $24.4M.

  • 96 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2019, up from 77 in Q2 2019.
  • Funds reported $570M of Vanguard World Funds Extended Duration ETF stock for Q3 2019, up 27% quarter-over-quarter.
  • 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2019 and 6 closed out, a net change of +19 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2019 was Prudential plc, an estimated $30.3M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q3 2019 was BlackRock, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2019.