Vanguard World Funds Extended Duration ETF
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.
108% more capital inflows, than outflows
Capital inflows: $232M | Capital outflows: $112M
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%)
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 |
Ausdal Financial Partners
Davenport,
Iowa
|
+$50.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$49.2M |
| 3 |
RiverFront Investment Group
Richmond,
Virginia
|
+$39.1M |
| 4 |
Hamilton Wealth
Encino,
California
|
+$9.42M |
| 5 |
Hantz Financial Services
Southfield,
Michigan
|
+$7.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$11.3M |
| 2 |
Legacy Private Trust
Neenah,
Wisconsin
|
-$10.2M |
| 3 |
DFPG Investments
Sandy,
Utah
|
-$9.6M |
| 4 |
Madison Asset Management
Madison,
Wisconsin
|
-$6.99M |
| 5 |
BlackRock
New York
|
-$6.88M |
EDV Hedge Fund Activity: Q3 2023 in Review
142 of the 6,317 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.