EDV icon

Vanguard World Funds Extended Duration ETF
EDV

Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in Vanguard World Funds Extended Duration ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
184
Holders Change
+41
Holders Change %
+28.67%
% of All Funds
2.7%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.21%
New
65
Increased
57
Reduced
54
Closed
24
Calls
$9.16M
Puts
$14.7M
Net Calls
-$5.51M
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$87.3M

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.51M
3
BA
3
Bridge Advisory
California
$2.26M
4
EW
4
Evoke Wealth
California
$0
5
PPW
5
Pasadena Private Wealth
California
$330K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$125M 1,539,500 +1,161,242 +307%
Bank of America
2
Bank of America
North Carolina
$112M 1,376,119 -47,244 -3%
Ameriprise
3
Ameriprise
Minnesota
$110M 1,353,995 +1,125,247 +492%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$87.3M 1,077,315 +233,546 +28%
BCMIO
5
Beacon Capital Management Inc (Ohio)
Ohio
$69M 851,113 +851,113 New
RIG
6
RiverFront Investment Group
Virginia
$66.5M 821,132 +12,284 +2%
HFS
7
Hantz Financial Services
Michigan
$56.2M 693,272 +87,795 +15%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$34.9M 430,160 +263,220 +158%
AWM
9
AE Wealth Management
Kansas
$27.8M 371,468 -21,515 -5%
RJA
10
Raymond James & Associates
Florida
$21.5M 265,656 +54,976 +26%
LPL Financial
11
LPL Financial
California
$17.2M 212,790 +68,529 +48%
HI
12
Harbour Investments
Wisconsin
$17.2M 212,178 +52,067 +33%
UBS Group
13
UBS Group
Switzerland
$16.5M 203,339 +79,459 +64%
HW
14
Hamilton Wealth
California
$16.2M 200,028 +80,188 +67%
Wells Fargo
15
Wells Fargo
California
$16.2M 199,509 -34,564 -15%
GIA
16
Gladstone Institutional Advisory
Florida
$15.1M 186,827 -21,808 -10%
Osaic Holdings
17
Osaic Holdings
Arizona
$14.8M 183,002 +86,557 +90%
HHRDM
18
H&H Retirement Design & Management
Nevada
$14.3M 189,882 +189,882 New
AFWM
19
AMJ Financial Wealth Management
Virginia
$14M 172,749 +56,343 +48%
AAS
20
Ameritas Advisory Services
Nebraska
$13.9M 171,560 +171,560 New
FF
21
Fluent Financial
Texas
$12.6M 155,138 +59,872 +63%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$12.3M 116,632 +44,332 +61%
Truist Financial
23
Truist Financial
North Carolina
$12M 148,636 +26,863 +22%
LPT
24
Legacy Private Trust
Wisconsin
$10.4M 128,506 +48,929 +61%
AWS
25
Atria Wealth Solutions
New York
$10.2M 125,568 +55,977 +80%
1
2 3 4 5