Vanguard World Funds Extended Duration ETF
106 hedge funds and large institutions have $479M invested in Vanguard World Funds Extended Duration ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 20 reducing their positions, and 25 closing their positions.
217% more call options, than puts
Call options by funds: $12.6M | Put options by funds: $3.99M
120% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 20
43% more capital invested
Capital invested by funds: $335M → $479M (+$144M)
10.1% more ownership
Funds ownership: 29.1% → 39.2% (+10%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 25
1% less funds holding
Funds holding: 107 → 106 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$82M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$19.2M |
| 3 |
FS
Ferguson Shapiro
Decatur,
Georgia
|
+$15.6M |
| 4 |
GIA
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
+$14.3M |
| 5 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LJAC
L.J. Altfest & Co
New York
|
-$8.9M |
| 2 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$5.74M |
| 3 |
BFP
Briaud Financial Planning
College Station,
Texas
|
-$5.03M |
| 4 |
DTIM
Danda Trouve Investment Management
Prairie Village,
Kansas
|
-$2.15M |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$1.96M |
EDV Hedge Fund Activity: Q3 2022 in Review
106 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2022, worth a combined $479M — up 43% from $335M a quarter earlier.
Fund positioning in EDV was balanced in Q3 2022: 25 funds opened new positions, 25 closed out, 44 added to existing stakes and 20 trimmed.
The largest buyer was Bank of America, adding an estimated $82M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $8.9M sold.
- 106 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2022, down from 107 in Q2 2022.
- Funds reported $479M of Vanguard World Funds Extended Duration ETF stock for Q3 2022, up 43% quarter-over-quarter.
- 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2022 and 25 closed out, a net change of 0 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2022 was Bank of America, an estimated $82M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q3 2022 was L.J. Altfest & Co, an estimated $8.9M sold.
Based on aggregated 13F filings for Q3 2022.