Vanguard World Funds Extended Duration ETF
186 hedge funds and large institutions have $1.26B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 81 increasing their positions, 43 reducing their positions, and 22 closing their positions.
210% more capital inflows, than outflows
Capital inflows: $313M | Capital outflows: $101M
88% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 43
77% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 22
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 173 → 186 (+13)
1.42% more ownership
Funds ownership: 28.63% → 30.05% (+1.4%)
2% more call options, than puts
Call options by funds: $33M | Put options by funds: $32.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$48.5M |
| 2 |
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$28.9M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$25.9M |
| 4 |
Oxbow Advisors
Austin,
Texas
|
+$23.1M |
| 5 |
LPL Financial
San Diego,
California
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.5M |
| 2 |
Heartwood Wealth Advisors
Richmond,
Virginia
|
-$11.8M |
| 3 |
PFG Advisors
Phoenix,
Arizona
|
-$6.46M |
| 4 |
Hantz Financial Services
Southfield,
Michigan
|
-$5.5M |
| 5 |
Goldman Sachs
New York
|
-$5.13M |
EDV Hedge Fund Activity: Q3 2024 in Review
186 of the 6,989 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.26B — up 31% from $962M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new EDV positions and 22 closed out — a net gain of 17 holders — while 81 added to existing stakes and 43 trimmed.
The largest buyer was Ameriprise, adding an estimated $48.5M. The largest seller was Bank of America, cutting an estimated $26.5M.
- 186 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 173 in Q2 2024.
- Funds reported $1.26B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 31% quarter-over-quarter.
- 39 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +17 holders.
- The largest Vanguard World Funds Extended Duration ETF buyer in Q3 2024 was Ameriprise, an estimated $48.5M added.
- The largest Vanguard World Funds Extended Duration ETF seller in Q3 2024 was Bank of America, an estimated $26.5M sold.
Based on aggregated 13F filings for Q3 2024.