We are live on ! Find out more
EDV icon

Vanguard World Funds Extended Duration ETF

172 hedge funds and large institutions have $957M invested in Vanguard World Funds Extended Duration ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 45

41% more call options, than puts

Call options by funds: $18M | Put options by funds: $12.7M

19% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 31

1% more funds holding

Funds holding: 170172 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

3% less capital invested

Capital invested by funds: $989M → $957M (-$31.7M)

1.87% less ownership

Funds ownership: 30.34%28.47% (-1.9%)

Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.48%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
37
Increased
70
Reduced
45
Closed
31
Calls
$18M
Puts
$12.7M
Net Calls
+$5.26M
Net Calls Change
+$8.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$99M +$1.22M +16,927 +1%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$71.6M +$5.75M +79,511 +9%
RIG
3
RiverFront Investment Group
Virginia
$63.5M +$812K +11,226 +1%
Morgan Stanley
4
Morgan Stanley
New York
$58.7M -$994K -13,734 -2%
HFS
5
Hantz Financial Services
Michigan
$53.9M +$5.27M +72,854 +11%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$40.8M +$24.6M +340,522 +169%
BCMIO
7
Beacon Capital Management Inc (Ohio)
Ohio
$30M -$3.61M -49,848 -11%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$26.5M -$2.9M -40,075 -10%
OA
9
Oxbow Advisors
Texas
$26.2M +$25.8M +356,714 New
LPL Financial
10
LPL Financial
California
$24.7M +$265K +3,658 +1%
RJA
11
Raymond James & Associates
Florida
$24.5M +$3.6M +49,762 +18%
FF
12
Fluent Financial
Texas
$20.8M +$9.06M +125,185 +79%
Ameriprise
13
Ameriprise
Minnesota
$20.5M +$453K +6,261 +2%
Wells Fargo
14
Wells Fargo
California
$20.3M +$4.23M +58,476 +27%
HI
15
Harbour Investments
Wisconsin
$18.3M +$973K +13,443 +6%
MML Investors Services
16
MML Investors Services
Massachusetts
$15.4M +$1.88M +26,003 +14%
HW
17
Hamilton Wealth
California
$14.9M +$2.65M +36,630 +22%
HPG
18
Harvest Portfolios Group
Ontario, Canada
$14.3M +$14.1M +194,442 New
LPT
19
Legacy Private Trust
Wisconsin
$13.6M -$109K -1,503 -0.8%
UBS Group
20
UBS Group
Switzerland
$13.3M -$2.98M -41,195 -18%
GIA
21
Gladstone Institutional Advisory
Florida
$12.8M +$231K +3,186 +2%
HHRDM
22
H&H Retirement Design & Management
Nevada
$11.9M +$93.6K +1,294 +0.8%
HWA
23
Heartwood Wealth Advisors
Virginia
$11.8M +$251K +3,465 +2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$11.6M +$1.71M +23,615 +18%
OL
25
Owen LaRue
Kentucky
$10.3M -$1.45M -20,097 -13%

EDV Hedge Fund Activity: Q2 2024 in Review

172 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q2 2024, worth a combined $957M — down 3.2% from $989M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 31 closed out — a net gain of 6 holders — while 70 added to existing stakes and 45 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $25.8M. The largest seller was Jane Street, exiting entirely with an estimated $36.7M sold.

  • 172 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q2 2024, up from 170 in Q1 2024.
  • Funds reported $957M of Vanguard World Funds Extended Duration ETF stock for Q2 2024, down 3.2% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q2 2024 and 31 closed out, a net change of +6 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q2 2024 was Oxbow Advisors, an estimated $25.8M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q2 2024 was Jane Street, an estimated $36.7M sold.

Based on aggregated 13F filings for Q2 2024.