Vault-13

VANGUARD WORLD FD EDV

EXTENDED DUR · ETP · CUSIP 921910709

181 institutional holders -18 vs Q1 2025
15,245,68515.2m shares reported held*
$1.0bnreported value*
30 new 54 added 61 reduced 49 sold out net sold ≈ $228.8m (-3.4m 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 ≈ $67.20. Options: 9 managers hold calls ($40.7m notional), 7 hold puts ($21.2m).

Trends to Q2 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: 199Q2 25: 181181Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025181

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 81 bought or addedQ3 23: 89 cut or sold outQ4 23: 115 bought or addedQ4 23: 77 cut or sold outQ4 23Q1 24: 89 bought or addedQ1 24: 100 cut or sold outQ2 24: 105 bought or addedQ2 24: 76 cut or sold outQ2 24Q3 24: 117 bought or addedQ3 24: 65 cut or sold outQ4 24: 83 bought or addedQ4 24: 104 cut or sold outQ4 24Q1 25: 97 bought or addedQ1 25: 100 cut or sold outQ2 25: 84 bought or addedQ2 25: 110 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20238189
Q4 202311577
Q1 202489100
Q2 202410576
Q3 202411765
Q4 202483104
Q1 202597100
Q2 202584110

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ3 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 0.71Q2 25 calls: $40.7mQ2 25 puts: $21.2mQ2 25P/C 0.52
Numbers
QuarterCallsPutsP/C
Q3 2024$33.0m$32.4m0.98
Q4 2024$17.8m$23.3m1.31
Q1 2025$34.2m$24.2m0.71
Q2 2025$40.7m$21.2m0.52

Biggest buyers

INCOME RESEARCH & MANAGEMENT New +403,862+403.9k
Janney Montgomery Scott LLC New +216,556+216.6k
ROYAL BANK OF CANADA Added +214,471+214.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +162,989+163.0k
BANK OF AMERICA CORP /DE/ Added +136,110+136.1k
Mirae Asset Global Investments Co., Ltd. Added +132,213+132.2k
BNP PARIBAS FINANCIAL MARKETS Added +100,820+100.8k
MIDLAND WEALTH ADVISORS, LLC Added +85,234+85.2k
WELLS FARGO & COMPANY/MN Added +82,686+82.7k
HARBOUR INVESTMENTS, INC. Added +70,340+70.3k

Biggest sellers

JPMORGAN CHASE & CO Reduced -2,658,130-2.7m
Oxbow Advisors, LLC Sold out -898,800-898.8k
AMERIPRISE FINANCIAL INC Reduced -406,709-406.7k
Tidal Investments LLC Sold out -179,590-179.6k
Deane Retirement Strategies, Inc. Sold out -178,253-178.3k
EQ WEALTH ADVISORS, LLC Sold out -122,246-122.2k
Empowered Funds, LLC Sold out -77,934-77.9k
FLOW TRADERS U.S. LLC Sold out -77,917-77.9k
TrueMark Investments, LLC Sold out -77,457-77.5k
CAPTRUST FINANCIAL ADVISORS Reduced -63,247-63.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $14.7m218.2k shares
JANE STREET GROUP, LLC Added $13.1m194.6k shares
TORONTO DOMINION BANK Added $9.4m139.4k shares
SIG BROKERAGE, LP Added $1.2m17.4k shares
IMC-Chicago, LLC Reduced $1.0m15.3k shares
WOLVERINE TRADING, LLC Reduced $973.6k14.7k shares
CITADEL ADVISORS LLC Reduced $262.5k3.9k shares
GROUP ONE TRADING LLC Reduced $53.8k800 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $14.7m218.3k shares
WOLVERINE TRADING, LLC Added $2.5m38.4k shares
JANE STREET GROUP, LLC Added $1.5m22.6k shares
IMC-Chicago, LLC Reduced $1.1m16.2k shares
CITADEL ADVISORS LLC Reduced $679.7k10.1k shares
Belvedere Trading LLC New $632.6k9.4k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mirae Asset Global Investments Co., Ltd. 0.32% of their portfolio SEOUL, M5 1,346,4071.3m $90.6m $90.6m 0.32% Added +132.2k +132,213
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,263,6381.3m $85.0m $85.0m 0.01% Added +136.1k +136,110
3 MIDLAND WEALTH ADVISORS, LLC 3.59% of their portfolio EFFINGHAM, IL 965,210965.2k $65.0m $65.0m 3.59% Added +85.2k +85,234
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 945,635945.6k $63.6m $63.6m 0.00% Added +50.5k +50,516
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 859,094859.1k $57.8m $57.8m 0.02% Added +21.0k +21,014
6 RWA WEALTH PARTNERS, LLC 0.71% of their portfolio BOSTON, MA 846,098846.1k $56.9m $56.9m 0.71% Reduced -28.1k -28,126
7 HANTZ FINANCIAL SERVICES, INC. 0.73% of their portfolio SOUTHFIELD, MI 669,018669.0k $45.0m $45.0m 0.73% Reduced -8.0k -7,958
8 SBI Securities Co., Ltd. 1.17% of their portfolio TOKYO, M0 605,851605.9k $40.8m $40.8m 1.17% Added +17.4k +17,419
9 Harvest Portfolios Group Inc. 0.85% of their portfolio Oakville, A6 540,320540.3k $36.4m $36.4m 0.85% Reduced -29.0k -29,022
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 424,594424.6k $28.6m $28.6m 0.00% Added +214.5k +214,471
11 INCOME RESEARCH & MANAGEMENT 7.26% of their portfolio Boston, MA 403,862403.9k $27.2m $27.2m 7.26% New
12 HARBOUR INVESTMENTS, INC. 0.51% of their portfolio MADISON, WI 297,297297.3k $20.0m $20.0m 0.51% Added +70.3k +70,340
13 Valtinson Bruner Financial Planning LLC 6.21% of their portfolio NEW BRIGHTON, MN 294,107294.1k $19.8m $19.8m 6.21% Added +24.0k +24,037
14 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 245,797245.8k $16.5m $16.5m 0.01% Added +2.7k +2,681
15 Hamilton Capital Partners Inc. 0.81% of their portfolio TORONTO, A6 236,472236.5k $15.9m $15.9m 0.81% Added +16.0k +16,018
16 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 230,071230.1k $15.5m $15.5m 0.01% Reduced -4.8k -4,849
17 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 218,107218.1k $14.7m $14.7m 0.01% Added +100.8k +100,820
18 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 216,556216.6k $14.6m $14.6m 0.04% New
19 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 201,283201.3k $13.5m $13.5m 0.04% Reduced -48.8k -48,799
20 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 183,931183.9k $12.4m $12.4m 0.02% Added +13.1k +13,105
21 One Wealth Map LLC 6.43% of their portfolio LAS VEGAS, NV 182,739182.7k $11.7m $11.7m 6.43% Added +20.4k +20,355
22 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 182,055182.1k $12.3m $12.3m 0.00% Added +82.7k +82,686
23 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 181,009181.0k $12.2m $12.2m 0.02% Added +163.0k +162,989
24 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 170,464170.5k $11.5m $11.5m 0.00% Reduced -2.7m -2,658,130
25 Legacy Private Trust Co. 0.72% of their portfolio NEENAH, WI 166,274166.3k $11.2m $11.2m 0.72% Added +16.1k +16,133
26 North Ridge Wealth Advisors, Inc. 5.84% of their portfolio BEAVERTON, OR 141,363141.4k $9.5m $9.5m 5.84% Added +7.7k +7,717
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 130,088130.1k $8.8m $8.8m 0.00% Reduced -406.7k -406,709
28 PNC Financial Services Group, Inc. 0.01% of their portfolio Pittsburgh, PA 121,607121.6k $8.2m $8.2m 0.01% Reduced -3.2k -3,222
29 Sellwood Investment Partners LLC 3.67% of their portfolio PORTLAND, OR 118,796118.8k $7.7m $7.7m 3.67% Added +8.0k +7,995
30 Causey Wealth LLC 4.00% of their portfolio GREENWOOD VILLAGE, CO 115,642115.6k $7.8m $7.8m 4.00% Reduced -23.0k -23,019
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 110,415110.4k $7.4m $7.4m 0.00% Reduced -47.4k -47,438
32 Conrad Siegel Investment Advisors, Inc. 1.64% of their portfolio HARRISBURG, PA 108,628108.6k $7.3m $7.3m 1.64% Reduced -12.8k -12,830
33 Mariner, LLC 0.01% of their portfolio Overland Park, KS 97,50697.5k $6.6m $6.6m 0.01% Added +41.7k +41,735
34 Fermata Advisors, LLC 1.70% of their portfolio SONOMA, CA 94,47394.5k $6.4m $6.4m 1.70% Added +3.4k +3,375
35 Marshall Financial Group, LLC 1.18% of their portfolio Hunt Valley, MD 93,26693.3k $6.0m $6.0m 1.18% Reduced -2.3k -2,329
36 CLEAR INVESTMENT RESEARCH, LLC 7.28% of their portfolio ALPHARETTA, GA 85,79885.8k $5.8m $5.8m 7.28% Reduced -11.6k -11,580
37 CWC Advisors, LLC. 2.86% of their portfolio LAKE OSWEGO, OR 82,34682.3k $5.5m $5.5m 2.86% Added +1.9k +1,858
38 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 80,41180.4k $5.4m $5.4m 0.01% Added +25.2k +25,242
39 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 76,63076.6k $5.2m $5.2m 0.01% Added +33.0k +32,967
40 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 75,11275.1k $5.1m $5.1m 0.01% Added +14.8k +14,766
41 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 73,07273.1k $4.9m $4.9m 0.01% Added +63.0k +62,979
42 WOLVERINE TRADING, LLC 0.12% of their portfolio CHICAGO, IL 69,54169.5k $4.6m $4.6m 0.12% Added +51.3k +51,348
43 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 69,32569.3k $4.7m $4.7m 0.01% Added +7.4k +7,356
44 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 68,39068.4k $4.6m $4.6m 0.00% Unchanged
45 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 64,86864.9k $4.2m $4.2m 0.07% Added +16.9k +16,893
46 Main Street Financial Solutions, LLC 0.30% of their portfolio NEWTOWN, PA 62,09262.1k $4.2m $4.2m 0.30% Added +9.5k +9,474
47 TECTONIC ADVISORS LLC 0.23% of their portfolio FRISCO, TX 60,02660.0k $4.0m $4.0m 0.23% Added +4.8k +4,820
48 RiverFront Investment Group, LLC 0.08% of their portfolio RICHMOND, VA 58,58758.6k $3.9m $3.9m 0.08% Added +15.4k +15,432
49 &PARTNERS 0.03% of their portfolio NASHVILLE, TN 58,50458.5k $3.9m $3.9m 0.03% Added +2.0k +1,964
50 BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 1.64% of their portfolio BIRMINGHAM, AL 55,25055.2k $3.7m $3.7m 1.64% Reduced -24.8k -24,750
51 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 53,32153.3k $3.6m $3.6m 0.00% Reduced -5.1k -5,074
52 Clear Creek Financial Management, LLC 0.33% of their portfolio SILVERDALE, WA 52,27452.3k $3.5m $3.5m 0.33% Reduced -283 -283
53 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 50,93950.9k $3.3m $3.3m 0.01% Reduced -1.4k -1,433
54 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,19949.2k $3.3m $3.3m 0.01% Reduced -276 -276
55 Beverly Hills Private Wealth, LLC 0.59% of their portfolio BEVERLY HILLS, CA 46,83246.8k $3.2m $3.2m 0.59% Added +7.6k +7,607
56 REGIONS FINANCIAL CORP 0.02% of their portfolio BIRMINGHAM, AL 44,26744.3k $3.0m $3.0m 0.02% Unchanged
57 Johnson & White Wealth Management, LLC 1.49% of their portfolio YORK, PA 43,99144.0k $3.0m $3.0m 1.49% Reduced -4.6k -4,634
58 Meridian Wealth Management, LLC 0.12% of their portfolio LEXINGTON, KY 42,19742.2k $2.8m $2.8m 0.12% Added +5.9k +5,911
59 Gladstone Institutional Advisory LLC 0.11% of their portfolio Bedminster, NJ 38,75838.8k $2.6m $2.6m 0.11% Reduced -14.0k -14,032
60 OPPENHEIMER & CO INC 0.03% of their portfolio NEW YORK, NY 37,32937.3k $2.5m $2.5m 0.03% New
61 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 34,29134.3k $2.3m $2.3m 0.00% Added +1.2k +1,247
62 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 34,09634.1k $2.3m $2.3m 0.06% Reduced -15.6k -15,636
63 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 32,45732.5k $2.2m $2.2m 0.00% Reduced -63.2k -63,247
64 Sharkey, Howes & Javer 0.29% of their portfolio DENVER, CO 31,63331.6k $2.1m $2.1m 0.29% Added +8.9k +8,886
65 NOTTINGHAM ADVISORS, INC. 0.29% of their portfolio AMHERST, NY 28,90028.9k $1.9m $1.9m 0.29% Added +1.9k +1,950
66 Fort Point Capital Partners LLC 0.17% of their portfolio San Francisco, CA 25,84225.8k $1.7m $1.7m 0.17% Reduced -58.0k -58,014
67 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 20,93120.9k $1.4m $1.4m 0.00% Reduced -3.6k -3,605
68 GREENBERG FINANCIAL GROUP 0.50% of their portfolio TUCSON, AZ 20,29620.3k $1.3m $1.3m 0.50% Reduced -1.6k -1,601
69 EVOKE WEALTH, LLC 0.03% of their portfolio Los Angeles, CA 19,89119.9k $1.3m $1.3m 0.03% Reduced -27.6k -27,631
70 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 19,43119.4k $1.3m $1.3m 0.00% Reduced -553 -553
71 Decker Retirement Planning Inc. 0.75% of their portfolio LEVI, UT 19,15819.2k $1.3m $1.3m 0.75% Added +19.0k +19,007
72 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 17,41417.4k $1.2m $1.2m 0.01% Added +1.6k +1,645
73 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 17,31517.3k $1.2m $1.2m 0.01% Reduced -674 -674
74 Fund Evaluation Group, LLC 0.04% of their portfolio CINCINNATI, OH 17,06517.1k $1.1m $1.1m 0.04% New
75 BlackRock, Inc. 0.00% of their portfolio New York, NY 17,05517.1k $1.1m $1.1m 0.00% Added +10.1k +10,134
76 Andina Capital Management, LLC 0.77% of their portfolio LOGAN, UT 16,27316.3k $1.1m $1.1m 0.77% Reduced -3.2k -3,206
77 Cassaday & Co Wealth Management LLC 0.03% of their portfolio MCLEAN, VA 15,86615.9k $1.1m $1.1m 0.03% Unchanged
78 Accel Wealth Management 0.34% of their portfolio WAVERLY, IA 14,96315.0k $1.0m $1.0m 0.34% Reduced -209 -209
79 Paragon Advisors, LLC 0.25% of their portfolio COLLEGE STATION, TX 14,48814.5k $975.0k $975.0k 0.25% Reduced -8.1k -8,131
80 Atria Wealth Solutions, Inc. 0.02% of their portfolio NEW YORK, NY 14,48714.5k $975.0k $975.0k 0.02% Reduced -51.8k -51,822
81 Trivium Point Advisory, LLC 0.09% of their portfolio WILTON, CT 12,94712.9k $871.3k $871.3k 0.09% Added +1.9k +1,918
82 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.25% of their portfolio WALTHAM, MA 11,24111.2k $756.5k $756.5k 0.25% New
83 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 10,19210.2k $685.9k $685.9k 0.00% Reduced -9.4k -9,387
84 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 10,16510.2k $651.2k $651.2k 0.02% Added +123 +123
85 BCWM, LLC 0.22% of their portfolio OVERLAND PARK, KS 10,16310.2k $684.0k $684.0k 0.22% Reduced -7.7k -7,733
86 Stokes Family Office, LLC 0.07% of their portfolio NEW ORLEANS, LA 10,00010.0k $673.0k $673.0k 0.07% New
87 Dynamic Advisor Solutions LLC 0.02% of their portfolio PHOENIX, AZ 9,8319.8k $661.6k $661.6k 0.02% Reduced -2.4k -2,424
88 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,5459.5k $642.4k $642.4k 0.00% Reduced -50 -50
89 Ballew Advisors, Inc 0.37% of their portfolio Jackson, MS 9,5429.5k $626.1k $626.1k 0.37% Reduced -951 -951
90 Forefront Analytics, LLC 0.71% of their portfolio WEST CONSHOHOCKEN, PA 9,3899.4k $632.0k $632.0k 0.71% New
91 BlackDiamond Wealth Management, LLC 0.32% of their portfolio NEW YORK, NY 8,3138.3k $555.1k $555.1k 0.32% New
92 Institute for Wealth Management, LLC. 0.06% of their portfolio DENVER, CO 7,6487.6k $514.7k $514.7k 0.06% New
93 Leading Edge Financial Planning LLC 0.14% of their portfolio KNOXVILLE, TN 7,4697.5k $502.7k $502.7k 0.14% Added +834 +834
94 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,4277.4k $499.8k $499.8k 0.00% Unchanged
95 PRIVATE TRUST CO NA 0.04% of their portfolio CLEVELAND, OH 6,4506.5k $434.1k $434.1k 0.04% Unchanged
96 Belvedere Trading LLC 0.03% of their portfolio CHICAGO, IL 6,4006.4k $430.7k $430.7k 0.03% New
97 Maridea Wealth Management LLC 0.11% of their portfolio BROOKLYN, NY 6,3776.4k $429.2k $429.2k 0.11% Added +70 +70
98 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 6,2386.2k $419.8k $419.8k 0.01% Reduced -40 -40
99 ALLIUM FINANCIAL ADVISORS, LLC 0.36% of their portfolio LAKE OSWEGO, OR 6,1696.2k $415.2k $415.2k 0.36% Reduced -2.5k -2,464
100 LaSalle St. Investment Advisors, LLC 0.11% of their portfolio ELMHURST, IL 5,8205.8k $391.0k $391.0k 0.11% Unchanged