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Vanguard World Funds Extended Duration ETF

194 hedge funds and large institutions have $1.31B invested in Vanguard World Funds Extended Duration ETF in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 32

42% more call options, than puts

Call options by funds: $34.2M | Put options by funds: $24.2M

6% more funds holding

Funds holding: 183194 (+11)

2.62% less ownership

Funds ownership: 35.46%32.83% (-2.6%)

15% less funds holding in top 10

Funds holding in top 10: 1311 (-2)

24% less capital invested

Capital invested by funds: $1.72B → $1.31B (-$410M)

24% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 67

Holders
194
Holders Change
+11
Holders Change %
+6.01%
% of All Funds
2.6%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.15%
New
46
Increased
51
Reduced
67
Closed
32
Calls
$34.2M
Puts
$24.2M
Net Calls
+$10M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$201M +$12.2M +175,701 +7%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$85.1M +$5.45M +78,745 +7%
Bank of America
3
Bank of America
North Carolina
$80.2M -$8.29M -119,821 -10%
OA
4
Oxbow Advisors
Texas
$63.9M +$62.2M +898,800 New
Morgan Stanley
5
Morgan Stanley
New York
$63.7M -$8.56M -123,729 -12%
MWA
6
Midland Wealth Advisors
Illinois
$62.6M +$60.9M +879,976 New
RWP
7
RWA Wealth Partners
Massachusetts
$62.2M +$4.74M +68,534 +9%
LPL Financial
8
LPL Financial
California
$59.6M +$13M +187,835 +29%
HFS
9
Hantz Financial Services
Michigan
$48.1M +$2.21M +31,948 +5%
SS
10
SBI Securities
Japan
$41.8M +$833K +12,039 +2%
HPG
11
Harvest Portfolios Group
Ontario, Canada
$40.5M +$2.17M +31,428 +6%
Ameriprise
12
Ameriprise
Minnesota
$38.2M +$376K +5,436 +1%
VBFP
13
Valtinson Bruner Financial Planning
Minnesota
$19.2M -$5.4M -78,029 -22%
MML Investors Services
14
MML Investors Services
Massachusetts
$17.8M +$986K +14,251 +6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$17.3M +$206K +2,981 +1%
Raymond James Financial
16
Raymond James Financial
Florida
$16.7M -$14.4M -208,753 -47%
HI
17
Harbour Investments
Wisconsin
$16.1M -$3.35M -48,480 -18%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.9M -$6.71M -97,090 -32%
TI
19
Tidal Investments
Wisconsin
$12.8M +$12.4M +179,590 New
DRS
20
Deane Retirement Strategies
Louisiana
$12.7M +$12.3M +178,253 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$12.1M +$733K +10,595 +7%
UBS Group
22
UBS Group
Switzerland
$11.2M +$1.99M +28,764 +22%
LPT
23
Legacy Private Trust
Wisconsin
$10.7M -$1.05M -15,181 -9%
HHRDM
24
H&H Retirement Design & Management
Nevada
$10.5M -$50.8K -734 -0.4%
CWL
25
Causey Wealth LLC
Colorado
$9.86M +$3.78M +54,632 +65%

EDV Hedge Fund Activity: Q1 2025 in Review

194 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard World Funds Extended Duration ETF (EDV) for Q1 2025, worth a combined $1.31B — down 24% from $1.72B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new EDV positions and 32 closed out — a net gain of 14 holders — while 51 added to existing stakes and 67 trimmed.

The largest buyer was Oxbow Advisors, opening a new position worth an estimated $62.2M. The largest seller was Envestnet Asset Management, cutting an estimated $48.1M.

  • 194 institutional investors held Vanguard World Funds Extended Duration ETF (EDV) as of Q1 2025, up from 183 in Q4 2024.
  • Funds reported $1.31B of Vanguard World Funds Extended Duration ETF stock for Q1 2025, down 24% quarter-over-quarter.
  • 46 funds opened new Vanguard World Funds Extended Duration ETF positions in Q1 2025 and 32 closed out, a net change of +14 holders.
  • The largest Vanguard World Funds Extended Duration ETF buyer in Q1 2025 was Oxbow Advisors, an estimated $62.2M added.
  • The largest Vanguard World Funds Extended Duration ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $48.1M sold.

Based on aggregated 13F filings for Q1 2025.