We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF
EDV

107 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, 21 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $12.6M | Put options by funds: $3.99M

110% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 21

44% more capital invested

Capital invested by funds: $334M → $479M (+$145M)

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: 108 → 107 (-1)

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
1.84%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
25
Increased
44
Reduced
21
Closed
25
Calls
$12.6M
Puts
$3.99M
Net Calls
+$8.66M
Net Calls Change
-$1.37M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$82M
2
TI
Tidal Investments
Wisconsin
+$19.2M
3
FS
Ferguson Shapiro
Georgia
+$15.6M
4
GIA
Gladstone Institutional Advisory
Florida
+$14.3M
5
HFS
Hantz Financial Services
Michigan
+$13.2M

Top Sellers

1
LJAC
L.J. Altfest & Co
New York
-$8.9M
2
SWA
Stratos Wealth Advisors
Ohio
-$5.74M
3
BFP
Briaud Financial Planning
Texas
-$5.03M
4
DTIM
Danda Trouve Investment Management
Kansas
-$2.15M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$122M +$82M +843,203 +149%
MAM
2
Madison Asset Management
Wisconsin
$28.5M +$3.7M +37,977 +13%
Morgan Stanley
3
Morgan Stanley
New York
$22.5M +$3.86M +39,635 +18%
Goldman Sachs
4
Goldman Sachs
New York
$18.1M +$3.48M +35,795 +21%
Ameriprise
5
Ameriprise
Minnesota
$17.8M +$7.43M +76,307 +62%
AWM
6
AE Wealth Management
Kansas
$17.4M +$4.78M +49,157 +32%
TI
7
Tidal Investments
Wisconsin
$17.1M +$19.2M +197,328 New
IA
8
IFP Advisors
Florida
$16.3M +$19.4K +199 +0.1%
Jane Street
9
Jane Street
New York
$15.9M +$12.1M +123,924 +208%
FS
10
Ferguson Shapiro
Georgia
$13.9M +$15.6M +160,050 New
HFS
11
Hantz Financial Services
Michigan
$13.1M +$13.2M +135,998 +922%
GIA
12
Gladstone Institutional Advisory
Florida
$12.7M +$14.3M +146,600 New
TWC
13
TD Waterhouse Canada
Ontario, Canada
$11.4M +$1.81M +18,598 +24%
UBS Group
14
UBS Group
Switzerland
$10.4M +$1.72M +17,679 +17%
RJA
15
Raymond James & Associates
Florida
$9.09M +$6.57M +67,551 +181%
FA
16
Fermata Advisors
California
$8.39M +$859K +8,825 +10%
BA
17
Bridge Advisory
California
$7.94M +$168K +1,726 +2%
Wells Fargo
18
Wells Fargo
California
$7.8M -$1.45M -14,946 -14%
LPL Financial
19
LPL Financial
California
$7.38M -$1.45M -14,904 -15%
FA
20
Forefront Analytics
Pennsylvania
$6.56M -$3.99K -41 -0.1%
SPWG
21
Sage Private Wealth Group
Illinois
$5.92M +$6.65M +68,310 New
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.02M +$3.94M +40,495 +232%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4.63M +$2.96M +30,370 +132%
FAIM
24
Financial Advocates Investment Management
Washington
$4.27M +$4.8M +49,292 New
FTUS
25
Flow Traders U.S.
New York
$4.25M +$4.77M +49,052 New
1
2 3 4 5

EDV Hedge Fund Activity: Q3 2022 in Review

107 of the 5,805 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 44% from $334M 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 21 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.

  • 107 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2022, down from 108 in Q2 2022.
  • Funds reported $479M of Vanguard World Funds Extended Duration ETF stock for Q3 2022, up 44% 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.