Vanguard World Funds Extended Duration ETF
EDV
142 hedge funds and large institutions have $726M invested in Vanguard World Funds Extended Duration ETF in 2023 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 54 reducing their positions, and 35 closing their positions.
2% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 54
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0.07% less ownership
Funds ownership: 33.87% → 33.8% (-0.07%)
5% less capital invested
Capital invested by funds: $763M → $726M (-$37.2M)
7% less funds holding
Funds holding: 152 → 142 (-10)
29% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 35
40% less call options, than puts
Call options by funds: $7.77M | Put options by funds: $12.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AFP
Ausdal Financial Partners
Davenport,
Iowa
|
+$50.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$49.2M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$39.1M |
| 4 |
HW
Hamilton Wealth
Encino,
California
|
+$9.42M |
| 5 |
HFS
Hantz Financial Services
Southfield,
Michigan
|
+$7.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 2 |
LPT
Legacy Private Trust
Neenah,
Wisconsin
|
-$10.2M |
| 3 |
DI
DFPG Investments
Sandy,
Utah
|
-$9.63M |
| 4 |
MAM
Madison Asset Management
Madison,
Wisconsin
|
-$6.99M |
| 5 |
BlackRock
New York
|
-$6.88M |
EDV Hedge Fund Activity: Q3 2023 in Review
142 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2023, worth a combined $726M — down 4.9% from $763M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of EDV and 25 opened new positions — a net loss of 10 holders — while 54 trimmed existing stakes and 55 added.
The largest buyer was Ausdal Financial Partners, opening a new position worth an estimated $50.7M. The largest seller was Bank of America, cutting an estimated $11.3M.
- 142 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2023, down from 152 in Q2 2023.
- Funds reported $726M of Vanguard World Funds Extended Duration ETF stock for Q3 2023, down 4.9% quarter-over-quarter.
- 25 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2023 and 35 closed out, a net change of -10 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2023 was Ausdal Financial Partners, an estimated $50.7M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q3 2023 was Bank of America, an estimated $11.3M sold.
Based on aggregated 13F filings for Q3 2023.