Vault-13

VANGUARD WORLD FD EDV

EXTENDED DUR · ETP · CUSIP 921910709

199 institutional holders +12 vs Q4 2024
18,671,66318.7m shares reported held*
$1.3bnreported value*
45 new 52 added 68 reduced 32 sold out net sold ≈ $18.8m (-263.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $70.98. Options: 9 managers hold calls ($34.2m notional), 6 hold puts ($24.2m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 109Q4 22: 112Q1 23: 128Q2 23: 154Q3 23: 145Q4 23: 186Q1 24: 170Q2 24: 175Q3 24: 186Q4 24: 187Q1 25: 199199Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022109
Q4 2022112
Q1 2023128
Q2 2023154
Q3 2023145
Q4 2023186
Q1 2024170
Q2 2024175
Q3 2024186
Q4 2024187
Q1 2025199

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 105 bought or addedQ2 23: 60 cut or sold outQ3 23: 81 bought or addedQ3 23: 89 cut or sold outQ3 23Q4 23: 115 bought or addedQ4 23: 77 cut or sold outQ1 24: 89 bought or addedQ1 24: 100 cut or sold outQ1 24Q2 24: 105 bought or addedQ2 24: 76 cut or sold outQ3 24: 117 bought or addedQ3 24: 65 cut or sold outQ3 24Q4 24: 83 bought or addedQ4 24: 104 cut or sold outQ1 25: 97 bought or addedQ1 25: 100 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202310560
Q3 20238189
Q4 202311577
Q1 202489100
Q2 202410576
Q3 202411765
Q4 202483104
Q1 202597100

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$10m$20m$30m$40mQ2 24 calls: $18.0mQ2 24 puts: $12.7mQ2 24P/C 0.71Q3 24 calls: $33.0mQ3 24 puts: $32.4mQ3 24P/C 0.98Q4 24 calls: $17.8mQ4 24 puts: $23.3mQ4 24P/C 1.31Q1 25 calls: $34.2mQ1 25 puts: $24.2mQ1 25P/C 0.71
Numbers
QuarterCallsPutsP/C
Q2 2024$18.0m$12.7m0.71
Q3 2024$33.0m$32.4m0.98
Q4 2024$17.8m$23.3m1.31
Q1 2025$34.2m$24.2m0.71

Biggest buyers

Oxbow Advisors, LLC New +898,800+898.8k
MIDLAND WEALTH ADVISORS, LLC New +879,976+880.0k
LPL Financial LLC Added +187,835+187.8k
Tidal Investments LLC New +179,590+179.6k
Deane Retirement Strategies, Inc. New +178,253+178.3k
JPMORGAN CHASE & CO Added +175,701+175.7k
Mirae Asset Global Investments Co., Ltd. Added +78,745+78.7k
Empowered Funds, LLC New +77,934+77.9k
TrueMark Investments, LLC New +77,457+77.5k
RWA WEALTH PARTNERS, LLC Added +68,534+68.5k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -695,931-695.9k
RiverFront Investment Group, LLC Reduced -693,689-693.7k
Fluent Financial, LLC Sold out -489,766-489.8k
RAYMOND JAMES FINANCIAL INC Reduced -208,753-208.8k
CITADEL ADVISORS LLC Reduced -190,616-190.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -137,543-137.5k
JANE STREET GROUP, LLC Reduced -132,794-132.8k
MORGAN STANLEY Reduced -123,729-123.7k
BANK OF AMERICA CORP /DE/ Reduced -119,821-119.8k
Forefront Analytics, LLC Sold out -109,780-109.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $17.0m239.1k shares
TORONTO DOMINION BANK New $8.3m116.3k shares
JANE STREET GROUP, LLC Added $4.8m66.8k shares
IMC-Chicago, LLC Added $1.5m20.6k shares
SIG BROKERAGE, LP New $1.1m16.0k shares
WOLVERINE TRADING, LLC Reduced $1.1m15.0k shares
CITADEL ADVISORS LLC Reduced $398.2k5.6k shares
GROUP ONE TRADING LLC New $113.8k1.6k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.4m202.0k shares
CITADEL ADVISORS LLC Reduced $4.4m61.4k shares
WOLVERINE TRADING, LLC Added $2.5m35.7k shares
JANE STREET GROUP, LLC Reduced $1.6m21.9k shares
IMC-Chicago, LLC Reduced $1.4m19.2k shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 2,828,5942.8m $201.1m $201.1m 0.02% Added +175.7k +175,701
2 Mirae Asset Global Investments Co., Ltd. 0.35% of their portfolio SEOUL, M5 1,214,1941.2m $85.1m $85.1m 0.35% Added +78.7k +78,745
3 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,127,5281.1m $80.2m $80.2m 0.01% Reduced -119.8k -119,821
4 Oxbow Advisors, LLC 6.75% of their portfolio Austin, TX 898,800898.8k $63.9m $63.9m 6.75% New
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 895,119895.1k $63.7m $63.7m 0.00% Reduced -123.7k -123,729
6 MIDLAND WEALTH ADVISORS, LLC 3.68% of their portfolio EFFINGHAM, IL 879,976880.0k $62.6m $62.6m 3.68% New
7 RWA WEALTH PARTNERS, LLC 0.78% of their portfolio BOSTON, MA 874,224874.2k $62.2m $62.2m 0.78% Added +68.5k +68,534
8 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 838,080838.1k $59.6m $59.6m 0.02% Added +187.8k +187,835
9 HANTZ FINANCIAL SERVICES, INC. 0.85% of their portfolio SOUTHFIELD, MI 676,976677.0k $48.1m $48.1m 0.85% Added +31.9k +31,948
10 SBI Securities Co., Ltd. 1.40% of their portfolio TOKYO, M0 588,432588.4k $41.8m $41.8m 1.40% Added +12.0k +12,039
11 Harvest Portfolios Group Inc. 1.20% of their portfolio Oakville, A6 569,342569.3k $40.5m $40.5m 1.20% Added +31.4k +31,428
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 536,797536.8k $38.2m $38.2m 0.01% Added +5.4k +5,436
13 Valtinson Bruner Financial Planning LLC 6.49% of their portfolio NEW BRIGHTON, MN 270,070270.1k $19.2m $19.2m 6.49% Reduced -78.0k -78,029
14 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 250,082250.1k $17.8m $17.8m 0.06% Added +14.3k +14,251
15 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 243,116243.1k $17.3m $17.3m 0.01% Added +3.0k +2,981
16 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 234,920234.9k $16.7m $16.7m 0.01% Reduced -208.8k -208,753
17 HARBOUR INVESTMENTS, INC. 0.46% of their portfolio MADISON, WI 226,957227.0k $16.1m $16.1m 0.46% Reduced -48.5k -48,480
18 Hamilton Capital Partners Inc. 1.01% of their portfolio TORONTO, A6 220,454220.5k $15.7m $15.7m 1.01% Added +30.9k +30,855
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 210,123210.1k $14.9m $14.9m 0.00% Reduced -97.1k -97,090
20 Tidal Investments LLC 0.11% of their portfolio Milwaukee, WI 179,590179.6k $12.8m $12.8m 0.11% New
21 Deane Retirement Strategies, Inc. 6.04% of their portfolio NEW ORLEANS, LA 178,253178.3k $12.7m $12.7m 6.04% New
22 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 170,826170.8k $12.1m $12.1m 0.02% Added +10.6k +10,595
23 One Wealth Map LLC 6.97% of their portfolio LAS VEGAS, NV 162,384162.4k $10.5m $10.5m 6.97% Reduced -734 -734
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 157,853157.9k $11.2m $11.2m 0.00% Added +28.8k +28,764
25 Legacy Private Trust Co. 0.73% of their portfolio NEENAH, WI 150,141150.1k $10.7m $10.7m 0.73% Reduced -15.2k -15,181
26 Causey Wealth LLC 5.51% of their portfolio GREENWOOD VILLAGE, CO 138,661138.7k $9.9m $9.9m 5.51% Added +54.6k +54,632
27 North Ridge Wealth Advisors, Inc. 6.35% of their portfolio BEAVERTON, OR 133,646133.6k $9.5m $9.5m 6.35% Added +10.9k +10,853
28 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 124,829124.8k $8.9m $8.9m 0.00% Reduced -24.9k -24,934
29 EQ WEALTH ADVISORS, LLC 6.93% of their portfolio DALLAS, TX 122,246122.2k $8.7m $8.7m 6.93% Added +1.8k +1,819
30 Conrad Siegel Investment Advisors, Inc. 2.22% of their portfolio HARRISBURG, PA 121,458121.5k $8.6m $8.6m 2.22% Added +18.1k +18,116
31 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 117,287117.3k $8.3m $8.3m 0.01% First filing
32 Sellwood Investment Partners LLC 4.11% of their portfolio PORTLAND, OR 110,801110.8k $7.9m $7.9m 4.11% Reduced -12.7k -12,710
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 99,36999.4k $7.1m $7.1m 0.00% Added +9.2k +9,247
34 CLEAR INVESTMENT RESEARCH, LLC 9.25% of their portfolio ALPHARETTA, GA 97,37897.4k $6.9m $6.9m 9.25% Reduced -958 -958
35 CAPTRUST FINANCIAL ADVISORS 0.02% of their portfolio RALEIGH, NC 95,70495.7k $6.8m $6.8m 0.02% Added +2.0k +1,961
36 Marshall Financial Group, LLC 1.48% of their portfolio Hunt Valley, MD 95,59595.6k $6.8m $6.8m 1.48% Reduced -25.2k -25,241
37 Fermata Advisors, LLC 1.17% of their portfolio SONOMA, CA 91,09891.1k $6.5m $6.5m 1.17% Reduced -3.0k -3,015
38 Fort Point Capital Partners LLC 0.67% of their portfolio San Francisco, CA 83,85683.9k $6.0m $6.0m 0.67% Added +61.9k +61,917
39 CWC Advisors, LLC. 3.26% of their portfolio LAKE OSWEGO, OR 80,48880.5k $5.7m $5.7m 3.26% Added +64.2k +64,188
40 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 2.14% of their portfolio BIRMINGHAM, AL 80,00080.0k $5.7m $5.7m 2.14% Unchanged
41 Empowered Funds, LLC 0.08% of their portfolio NEWTOWN SQUARE, PA 77,93477.9k $5.5m $5.5m 0.08% New
42 FLOW TRADERS U.S. LLC 0.23% of their portfolio NEW YORK, NY 77,91777.9k $5.5m $5.5m 0.23% Added +28.4k +28,353
43 TrueMark Investments, LLC 1.44% of their portfolio CHICAGO, IL 77,45777.5k $5.5m $5.5m 1.44% New
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 68,39068.4k $4.9m $4.9m 0.00% Unchanged
45 Atria Wealth Solutions, Inc. 0.06% of their portfolio NEW YORK, NY 66,30966.3k $4.7m $4.7m 0.06% Reduced -1.2k -1,161
46 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 61,96962.0k $4.4m $4.4m 0.01% Added +11.9k +11,944
47 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 60,34660.3k $4.3m $4.3m 0.01% Reduced -132.8k -132,794
48 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 58,39558.4k $4.2m $4.2m 0.00% Reduced -695.9k -695,931
49 &PARTNERS 0.04% of their portfolio NASHVILLE, TN 56,54056.5k $4.0m $4.0m 0.04% Reduced -2.2k -2,229
50 Capitolis Liquid Global Markets LLC 0.04% of their portfolio NEW YORK, NY 56,10056.1k $4.0m $4.0m 0.04% New
51 GTS SECURITIES LLC 0.17% of their portfolio NEW YORK, NY 55,91955.9k $4.0m $4.0m 0.17% New
52 Mariner, LLC 0.01% of their portfolio Overland Park, KS 55,77155.8k $4.0m $4.0m 0.01% Reduced -1.9k -1,858
53 TECTONIC ADVISORS LLC 0.25% of their portfolio FRISCO, TX 55,20655.2k $3.9m $3.9m 0.25% Added +4.0k +4,010
54 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 55,16955.2k $3.9m $3.9m 0.01% Reduced -12.2k -12,203
55 Gladstone Institutional Advisory LLC 0.17% of their portfolio Bedminster, NJ 52,79052.8k $3.8m $3.8m 0.17% Reduced -8.8k -8,821
56 Main Street Financial Solutions, LLC 0.33% of their portfolio NEWTOWN, PA 52,61852.6k $3.7m $3.7m 0.33% Reduced -12.0k -11,967
57 Clear Creek Financial Management, LLC 0.39% of their portfolio SILVERDALE, WA 52,55752.6k $3.7m $3.7m 0.39% Reduced -761 -761
58 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 52,37252.4k $3.7m $3.7m 0.01% Added +33.5k +33,540
59 IHT Wealth Management, LLC 0.11% of their portfolio Chicago, IL 49,73249.7k $3.5m $3.5m 0.11% Reduced -5.7k -5,728
60 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,47549.5k $3.5m $3.5m 0.01% Reduced -52.7k -52,739
61 Johnson & White Wealth Management, LLC 1.94% of their portfolio YORK, PA 48,62548.6k $3.5m $3.5m 1.94% Reduced -7.0k -7,033
62 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 47,97548.0k $3.4m $3.4m 0.07% Added +3.8k +3,779
63 EVOKE WEALTH, LLC 0.09% of their portfolio Los Angeles, CA 47,52247.5k $3.4m $3.4m 0.09% Added +14.3k +14,255
64 REGIONS FINANCIAL CORP 0.02% of their portfolio BIRMINGHAM, AL 44,26744.3k $3.1m $3.1m 0.02% Unchanged
65 Bouvel Investment Partners, LLC 1.32% of their portfolio PHOENIXVILLE, PA 44,11944.1k $3.5m $3.5m 1.32% New
66 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 43,66343.7k $3.1m $3.1m 0.00% Reduced -1.6k -1,626
67 RiverFront Investment Group, LLC 0.07% of their portfolio RICHMOND, VA 43,15543.2k $3.1m $3.1m 0.07% Reduced -693.7k -693,689
68 NAPA WEALTH MANAGEMENT 1.66% of their portfolio Napa, CA 41,42341.4k $2.9m $2.9m 1.66% Added +32.9k +32,896
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 41,00741.0k $2.9m $2.9m 0.00% Reduced -190.6k -190,616
70 Beverly Hills Private Wealth, LLC 0.55% of their portfolio BEVERLY HILLS, CA 39,22539.2k $2.8m $2.8m 0.55% Added +15.0k +15,019
71 Meridian Wealth Management, LLC 0.12% of their portfolio LEXINGTON, KY 36,28636.3k $2.6m $2.6m 0.12% Reduced -1.3k -1,328
72 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 33,04433.0k $2.3m $2.3m 0.00% Added +6.9k +6,857
73 Orion Portfolio Solutions, LLC 0.01% of their portfolio Omaha, NE 30,41230.4k $2.1m $2.1m 0.01% Added +15.8k +15,769
74 NOTTINGHAM ADVISORS, INC. 0.29% of their portfolio AMHERST, NY 26,95026.9k $1.9m $1.9m 0.29% Added +17.9k +17,850
75 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 24,53624.5k $1.7m $1.7m 0.00% Reduced -107.8k -107,758
76 Haven Private, LLC 0.95% of their portfolio ORLANDO, FL 23,68023.7k $1.7m $1.7m 0.95% Added +8.4k +8,408
77 TUDOR INVESTMENT CORP ET AL 0.01% of their portfolio STAMFORD, CT 23,26723.3k $1.7m $1.7m 0.01% Reduced -7.9k -7,918
78 Sharkey, Howes & Javer 0.23% of their portfolio DENVER, CO 22,74722.7k $1.6m $1.6m 0.23% New
79 Paragon Advisors, LLC 0.61% of their portfolio COLLEGE STATION, TX 22,61922.6k $1.6m $1.6m 0.61% Reduced -2.2k -2,244
80 GREENBERG FINANCIAL GROUP 0.59% of their portfolio TUCSON, AZ 21,89721.9k $1.4m $1.4m 0.59% First filing
81 Arizona PSPRS Trust 0.05% of their portfolio PHOENIX, AZ 21,86721.9k $1.6m $1.6m 0.05% New
82 China Universal Asset Management Co., Ltd. 0.14% of their portfolio SHANGHAI, F4 21,61221.6k $1.5m $1.5m 0.14% Reduced -4.1k -4,080
83 Hamilton Wealth, LLC 0.36% of their portfolio LOS ANGELES, CA 21,03121.0k $1.5m $1.5m 0.36% Added +14.3k +14,301
84 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 19,98420.0k $1.4m $1.4m 0.00% Reduced -5.3k -5,293
85 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 19,57919.6k $1.4m $1.4m 0.00% Reduced -7.6k -7,577
86 Andina Capital Management, LLC 0.99% of their portfolio LOGAN, UT 19,47919.5k $1.4m $1.4m 0.99% Reduced -21.2k -21,179
87 WOLVERINE TRADING, LLC 0.04% of their portfolio CHICAGO, IL 18,19318.2k $1.3m $1.3m 0.04% Added +10.0k +10,043
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 18,02018.0k $1.3m $1.3m 0.00% Reduced -137.5k -137,543
89 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 17,98918.0k $1.3m $1.3m 0.01% Reduced -3.9k -3,869
90 BCWM, LLC 0.44% of their portfolio OVERLAND PARK, KS 17,89617.9k $1.3m $1.3m 0.44% Added +2.8k +2,820
91 RETIREMENT CAPITAL STRATEGIES 0.49% of their portfolio SAN JOSE, CA 17,49717.5k $1.2m $1.2m 0.49% New
92 Cassaday & Co Wealth Management LLC 0.03% of their portfolio MCLEAN, VA 15,86615.9k $1.1m $1.1m 0.03% Added +8.1k +8,100
93 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 15,76915.8k $1.1m $1.1m 0.01% Added +1.1k +1,126
94 Accel Wealth Management 0.39% of their portfolio WAVERLY, IA 15,17215.2k $1.1m $1.1m 0.39% Reduced -7.0k -7,008
95 Dynamic Advisor Solutions LLC 0.03% of their portfolio PHOENIX, AZ 12,25512.3k $871.4k $871.4k 0.03% New
96 Trivium Point Advisory, LLC 0.10% of their portfolio WILTON, CT 11,02911.0k $784.3k $784.3k 0.10% Added +1.6k +1,587
97 Tower Research Capital LLC (TRC) 0.02% of their portfolio NEW YORK, NY 10,84610.8k $771.3k $771.3k 0.02% New
98 Ballew Advisors, Inc 0.46% of their portfolio Jackson, MS 10,49310.5k $692.6k $692.6k 0.46% Added +132 +132
99 Stanley-Laman Group, Ltd. 0.11% of their portfolio Berwyn, PA 10,42010.4k $741.0k $741.0k 0.11% New
100 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 10,09310.1k $717.0k $717.0k 0.00% Reduced -45.4k -45,371