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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 43

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

30% more capital invested

Capital invested by funds: $957M → $1.24B (+$286M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

6% more funds holding

Funds holding: 172183 (+11)

1.26% more ownership

Funds ownership: 28.47%29.73% (+1.3%)

2% more call options, than puts

Call options by funds: $33M | Put options by funds: $32.4M

Holders
183
Holders Change
+11
Holders Change %
+6.4%
% of All Funds
2.63%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
37
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$82.4M +$4.6M +59,197 +6%
Bank of America
2
Bank of America
North Carolina
$80.4M -$26.5M -340,323 -25%
Ameriprise
3
Ameriprise
Minnesota
$71.9M +$48.5M +623,440 +223%
RIG
4
RiverFront Investment Group
Virginia
$71M +$2.05M +26,356 +3%
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$70.1M +$25.9M +333,208 +61%
Morgan Stanley
6
Morgan Stanley
New York
$64.2M +$462K +5,947 +0.7%
HFS
7
Hantz Financial Services
Michigan
$52.9M -$5.5M -70,776 -10%
OA
8
Oxbow Advisors
Texas
$52.1M +$23.1M +297,510 +83%
LPL Financial
9
LPL Financial
California
$47.6M +$20.3M +260,999 +78%
BCMIO
10
Beacon Capital Management Inc (Ohio)
Ohio
$41.3M +$8.54M +109,833 +27%
FF
11
Fluent Financial
Texas
$31.5M +$8.7M +111,934 +39%
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$29.7M +$28.9M +372,215 New
RJA
13
Raymond James & Associates
Florida
$26.6M +$29.3K +377 +0.1%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25.5M -$3.23M -41,581 -11%
Wells Fargo
15
Wells Fargo
California
$24.4M +$2.29M +29,430 +11%
UBS Group
16
UBS Group
Switzerland
$23M +$8.32M +107,021 +59%
HPG
17
Harvest Portfolios Group
Ontario, Canada
$21.5M +$5.82M +74,834 +38%
HI
18
Harbour Investments
Wisconsin
$21.1M +$1.15M +14,788 +6%
MML Investors Services
19
MML Investors Services
Massachusetts
$20.9M +$4.06M +52,185 +25%
Stifel Financial
20
Stifel Financial
Missouri
$17.1M +$14.1M +181,842 +545%
HW
21
Hamilton Wealth
California
$16.4M +$301K +3,877 +2%
Jane Street
22
Jane Street
New York
$15.6M +$15.2M +196,053 New
LPT
23
Legacy Private Trust
Wisconsin
$15.4M +$546K +7,021 +4%
OL
24
Owen LaRue
Kentucky
$12.9M +$1.77M +22,802 +16%
HHRDM
25
H&H Retirement Design & Management
Nevada
$12.8M +$535K +6,879 +4%

EDV Hedge Fund Activity: Q3 2024 in Review

183 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q3 2024, worth a combined $1.24B — up 30% from $957M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EDV positions and 22 closed out — a net gain of 15 holders — while 80 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.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q3 2024, up from 172 in Q2 2024.
  • Funds reported $1.24B of Vanguard World Funds Extended Duration ETF stock for Q3 2024, up 30% quarter-over-quarter.
  • 37 funds opened new Vanguard World Funds Extended Duration ETF positions in Q3 2024 and 22 closed out, a net change of +15 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.