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Vanguard World Funds Extended Duration ETF

183 hedge funds and large institutions have $1.72B invested in Vanguard World Funds Extended Duration ETF in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 52 increasing their positions, 62 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $1.24B → $1.72B (+$476M)

18% more funds holding in top 10

Funds holding in top 10: 1113 (+2)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

5.73% more ownership

Funds ownership: 29.73%35.46% (+5.7%)

0% more funds holding

Funds holding: 183183 (0)

16% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 62

24% less call options, than puts

Call options by funds: $17.8M | Put options by funds: $23.3M

Holders
183
Holders Change
Holders Change %
0%
% of All Funds
2.41%
Holding in Top 10
13
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+18.18%
% of All Funds
0.17%
New
47
Increased
52
Reduced
62
Closed
42
Calls
$17.8M
Puts
$23.3M
Net Calls
-$5.5M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$440M -$318K -4,365 -40%
JP Morgan Chase
2
JP Morgan Chase
New York
$180M +$191M +2,616,081 +7,107%
Bank of America
3
Bank of America
North Carolina
$84.5M +$17.4M +238,510 +24%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$76.4M +$19M +259,888 +30%
Morgan Stanley
5
Morgan Stanley
New York
$69M +$15.5M +213,124 +26%
RWP
6
RWA Wealth Partners
Massachusetts
$54.6M +$58.8M +805,690 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$51.1M -$20.5M -280,411 -27%
RIG
8
RiverFront Investment Group
Virginia
$49.9M -$11.2M -154,149 -17%
LPL Financial
9
LPL Financial
California
$44M +$3.87M +53,085 +9%
HFS
10
Hantz Financial Services
Michigan
$43.7M -$1.37M -18,726 -3%
SS
11
SBI Securities
Japan
$39M +$42M +576,393 New
HPG
12
Harvest Portfolios Group
Ontario, Canada
$36.4M +$19.6M +268,638 +100%
Ameriprise
13
Ameriprise
Minnesota
$36M -$27.1M -371,048 -41%
FF
14
Fluent Financial
Texas
$33.2M +$6.89M +94,429 +24%
Raymond James Financial
15
Raymond James Financial
Florida
$30M +$32.4M +443,673 New
VBFP
16
Valtinson Bruner Financial Planning
Minnesota
$23.6M -$1.76M -24,116 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$20.8M -$937K -12,850 -4%
HI
18
Harbour Investments
Wisconsin
$18.7M +$781K +10,712 +4%
AllianceBernstein
19
AllianceBernstein
Tennessee
$16.3M +$17.5M +240,135 New
MML Investors Services
20
MML Investors Services
Massachusetts
$16M -$1.95M -26,736 -10%
Citadel Advisors
21
Citadel Advisors
Florida
$15.7M +$8.93M +122,496 +112%
Jane Street
22
Jane Street
New York
$13.1M -$212K -2,913 -1%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$12.8M +$9.78M +134,062 +242%
HHRDM
24
H&H Retirement Design & Management
Nevada
$11.4M -$427K -5,857 -3%
LPT
25
Legacy Private Trust
Wisconsin
$11.2M -$2.02M -27,633 -14%

EDV Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q4 2024, worth a combined $1.72B — up 38% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new EDV positions and 42 closed out — a net gain of 5 holders — while 52 added to existing stakes and 62 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $191M. The largest seller was Oxbow Advisors, exiting entirely with an estimated $52.1M sold.

  • 183 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $1.72B of Vanguard World Funds Extended Duration ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 47 funds opened new Vanguard World Funds Extended Duration ETF positions in Q4 2024 and 42 closed out, a net change of +5 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $191M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q4 2024 was Oxbow Advisors, an estimated $52.1M sold.

Based on aggregated 13F filings for Q4 2024.