Vanguard World Funds Extended Duration ETF
152 hedge funds and large institutions have $763M invested in Vanguard World Funds Extended Duration ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 23 closing their positions.
117% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 23
66% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 35
24% more capital invested
Capital invested by funds: $617M → $763M (+$146M)
22% more funds holding
Funds holding: 125 → 152 (+27)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
1.37% more ownership
Funds ownership: 32.5% → 33.87% (+1.4%)
31% less call options, than puts
Call options by funds: $9.18M | Put options by funds: $13.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$27.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$19M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$16.9M |
| 4 |
CWP
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
+$14.1M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$14.7M |
| 2 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$14.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$12.5M |
| 4 |
LPL Financial
San Diego,
California
|
-$5.73M |
| 5 |
FGA
Fortis Group Advisors
Westwood,
New Jersey
|
-$4.04M |
EDV Hedge Fund Activity: Q2 2023 in Review
152 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2023, worth a combined $763M — up 24% from $617M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new EDV positions and 23 closed out — a net gain of 27 holders — while 58 added to existing stakes and 35 trimmed.
The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $27.2M. The largest seller was Madison Asset Management, cutting an estimated $14.7M.
- 152 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2023, up from 125 in Q1 2023.
- Funds reported $763M of Vanguard World Funds Extended Duration ETF stock for Q2 2023, up 24% quarter-over-quarter.
- 50 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2023 and 23 closed out, a net change of +27 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2023 was RiverFront Investment Group, an estimated $27.2M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q2 2023 was Madison Asset Management, an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2023.