Vault-13

VANGUARD WORLD FD EDV

EXTENDED DUR · ETP · CUSIP 921910709

205 institutional holders +30 vs Q3 2025
18,570,35518.6m shares reported held*
$1.2bnreported value*
41 new 66 added 57 reduced 24 sold out net bought ≈ $112.5m (+1.7m 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 ($1.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $65.02. Options: 4 managers hold calls ($29.7m notional), 5 hold puts ($27.9m).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 109Q4 22: 112Q1 23: 128Q2 23: 154Q3 23: 145Q4 23: 186Q1 24: 170Q2 24: 175Q3 24: 186Q4 24: 187Q1 25: 199Q2 25: 181Q3 25: 175Q4 25: 205205Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025175
Q4 2025205

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 93 bought or addedQ3 25: 75 cut or sold outQ4 25: 107 bought or addedQ4 25: 81 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202489100
Q2 202410576
Q3 202411765
Q4 202483104
Q1 202597100
Q2 202584110
Q3 20259375
Q4 202510781

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ1 25 calls: $34.2mQ1 25 puts: $24.2mQ1 25P/C 0.71Q2 25 calls: $40.7mQ2 25 puts: $21.2mQ2 25P/C 0.52Q3 25 calls: $21.7mQ3 25 puts: $33.5mQ3 25P/C 1.54Q4 25 calls: $29.7mQ4 25 puts: $27.9mQ4 25P/C 0.94
Numbers
QuarterCallsPutsP/C
Q1 2025$34.2m$24.2m0.71
Q2 2025$40.7m$21.2m0.52
Q3 2025$21.7m$33.5m1.54
Q4 2025$29.7m$27.9m0.94

Biggest buyers

CAPITAL CITY TRUST CO/FL New +663,656+663.7k
Beacon Capital Management, Inc. Added +507,316+507.3k
Quadrature Capital Ltd New +489,400+489.4k
BANK OF AMERICA CORP /DE/ Added +350,356+350.4k
ENVESTNET ASSET MANAGEMENT INC Added +194,019+194.0k
Cambridge Investment Research Advisors, Inc. Added +182,073+182.1k
Deane Retirement Strategies, Inc. New +172,424+172.4k
Cadence Wealth Management LLC Added +167,458+167.5k
GOLDMAN SACHS GROUP INC Added +160,265+160.3k
Fluent Financial, LLC Added +84,870+84.9k

Biggest sellers

Janney Montgomery Scott LLC Reduced -213,918-213.9k
MORGAN STANLEY Reduced -203,495-203.5k
Tidal Investments LLC Sold out -185,137-185.1k
RETIREMENT FINANCIAL SOLUTIONS, LLC Reduced -142,888-142.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -138,293-138.3k
Legacy Private Trust Co. Reduced -114,250-114.2k
Forefront Wealth Partners, LLC Sold out -108,119-108.1k
REGIONS FINANCIAL CORP Sold out -106,466-106.5k
Harvest Portfolios Group Inc. Reduced -100,936-100.9k
OPPENHEIMER & CO INC Sold out -87,900-87.9k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $23.5m361.7k shares
CITADEL ADVISORS LLC Added $2.9m45.1k shares
IMC-Chicago, LLC Added $2.1m32.3k shares
JANE STREET GROUP, LLC Reduced $1.2m18.5k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $21.7m334.5k shares
CITADEL ADVISORS LLC Added $3.0m46.6k shares
JANE STREET GROUP, LLC Reduced $1.8m27.7k shares
IMC-Chicago, LLC Reduced $1.4m20.8k shares
GROUP ONE TRADING LLC New $13.0k200 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,581,4241.6m $102.8m $102.8m 0.01% Added +350.4k +350,356
2 MIDLAND WEALTH ADVISORS, LLC 4.78% of their portfolio EFFINGHAM, IL 1,411,9121.4m $91.8m $91.8m 4.78% Added +64.3k +64,309
3 Mirae Asset Global Investments Co., Ltd. 0.22% of their portfolio SEOUL, M5 1,241,7211.2m $80.7m $80.7m 0.22% Reduced -67.2k -67,208
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,017,9431.0m $66.2m $66.2m 0.00% Reduced -203.5k -203,495
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 892,418892.4k $58.0m $58.0m 0.02% Added +961 +961
6 RWA WEALTH PARTNERS, LLC 0.62% of their portfolio BOSTON, MA 875,815875.8k $56.9m $56.9m 0.62% Unchanged
7 HANTZ FINANCIAL SERVICES, INC. 0.66% of their portfolio SOUTHFIELD, MI 691,644691.6k $45.0m $45.0m 0.66% Added +32.2k +32,238
8 CAPITAL CITY TRUST CO/FL 9.59% of their portfolio TALLAHASSEE, FL 663,656663.7k $43.1m $43.1m 9.59% New
9 SBI Securities Co., Ltd. 0.99% of their portfolio TOKYO, M0 590,994591.0k $38.4m $38.4m 0.99% Reduced -8.4k -8,426
10 Fluent Financial, LLC 13.13% of their portfolio DALLAS, TX 529,815529.8k $34.4m $34.4m 13.13% Added +84.9k +84,870
11 Beacon Capital Management, Inc. 1.77% of their portfolio DAYTON, OH 507,674507.7k $33.0m $33.0m 1.77% Added +507.3k +507,316
12 Quadrature Capital Ltd 0.32% of their portfolio LONDON, X0 489,400489.4k $31.8m $31.8m 0.32% New
13 Harvest Portfolios Group Inc. 0.43% of their portfolio Oakville, A6 383,109383.1k $24.9m $24.9m 0.43% Reduced -100.9k -100,936
14 Diesslin Group, Inc. 9.49% of their portfolio FORT WORTH, TX 367,383367.4k $23.9m $23.9m 9.49% First filing
15 HARBOUR INVESTMENTS, INC. 0.46% of their portfolio MADISON, WI 349,031349.0k $22.7m $22.7m 0.46% Added +30.8k +30,847
16 Valtinson Bruner Financial Planning LLC 5.98% of their portfolio NEW BRIGHTON, MN 319,639319.6k $20.8m $20.8m 5.98% Added +16.9k +16,889
17 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 286,278286.3k $18.6m $18.6m 0.01% Added +77.1k +77,135
18 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 258,869258.9k $16.8m $16.8m 0.04% Added +11.5k +11,482
19 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 254,858254.9k $16.6m $16.6m 0.01% Added +6.0k +6,045
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 253,265253.3k $16.5m $16.5m 0.00% Added +194.0k +194,019
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 245,506245.5k $16.0m $16.0m 0.00% Added +2.8k +2,784
22 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 237,903237.9k $15.5m $15.5m 0.04% Added +182.1k +182,073
23 Hamilton Capital Partners Inc. 0.55% of their portfolio TORONTO, A6 230,606230.6k $15.0m $15.0m 0.55% Added +4.7k +4,744
24 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 228,774228.8k $14.9m $14.9m 0.00% Added +160.3k +160,265
25 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 224,216224.2k $14.6m $14.6m 0.02% Added +52.0k +52,039
26 Cadence Wealth Management LLC 6.66% of their portfolio WESTBOROUGH, MA 212,350212.3k $13.8m $13.8m 6.66% Added +167.5k +167,458
27 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 212,211212.2k $13.8m $13.8m 0.00% Added +3.1k +3,150
28 Deane Retirement Strategies, Inc. 4.61% of their portfolio NEW ORLEANS, LA 172,424172.4k $11.1m $11.1m 4.61% New
29 North Ridge Wealth Advisors, Inc. 5.73% of their portfolio BEAVERTON, OR 157,311157.3k $10.2m $10.2m 5.73% Added +2.6k +2,638
30 One Wealth Map LLC 5.08% of their portfolio LAS VEGAS, NV 154,673154.7k $10.0m $10.0m 5.08% Reduced -33.7k -33,672
31 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 146,760146.8k $9.6m $9.6m 0.00% Added +47.0k +46,959
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 143,157143.2k $9.3m $9.3m 0.00% Reduced -11.6k -11,608
33 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 132,838132.8k $8.6m $8.6m 0.01% Added +24.6k +24,561
34 Sellwood Investment Partners LLC 3.25% of their portfolio PORTLAND, OR 128,167128.2k $8.3m $8.3m 3.25% Added +5.4k +5,377
35 Causey Wealth LLC 3.47% of their portfolio GREENWOOD VILLAGE, CO 117,634117.6k $7.6m $7.6m 3.47% Added +7.6k +7,578
36 Conrad Siegel Investment Advisors, Inc. 1.40% of their portfolio HARRISBURG, PA 113,583113.6k $7.4m $7.4m 1.40% Added +4.8k +4,769
37 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 106,683106.7k $6.9m $6.9m 0.00% Reduced -4.4k -4,416
38 Professional Financial Management, Inc. 7.76% of their portfolio APPLETON, WI 105,283105.3k $6.8m $6.8m 7.76% First filing
39 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 95,18295.2k $6.2m $6.2m 0.00% Reduced -25.5k -25,507
40 Marshall Financial Group, LLC 1.19% of their portfolio Hunt Valley, MD 93,96194.0k $6.1m $6.1m 1.19% Added +748 +748
41 Fermata Advisors, LLC 1.40% of their portfolio SONOMA, CA 89,45089.5k $5.8m $5.8m 1.40% Reduced -4.9k -4,901
42 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 88,22688.2k $5.7m $5.7m 0.08% Added +17.2k +17,245
43 CLEAR INVESTMENT RESEARCH, LLC 9.01% of their portfolio ALPHARETTA, GA 83,58083.6k $5.4m $5.4m 9.01% Reduced -2.4k -2,406
44 Ameritas Advisory Services, LLC 0.20% of their portfolio Lincoln, NE 83,50483.5k $5.4m $5.4m 0.20% Added +80.9k +80,935
45 UBS Group AG 0.00% of their portfolio ZURICH, V8 77,57277.6k $5.0m $5.0m 0.00% Reduced -599 -599
46 TECTONIC ADVISORS LLC 0.25% of their portfolio FRISCO, TX 73,79373.8k $4.8m $4.8m 0.25% Added +7.4k +7,446
47 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.27% of their portfolio KNOXVILLE, TN 66,96667.0k $4.4m $4.4m 1.27% Reduced -142.9k -142,888
48 First Commonwealth Financial Corp /PA/ 0.61% of their portfolio Indiana, PA 56,44456.4k $3.7m $3.7m 0.61% Unchanged
49 Legacy Private Trust Co. 0.22% of their portfolio NEENAH, WI 56,30356.3k $3.7m $3.7m 0.22% Reduced -114.2k -114,250
50 RiverFront Investment Group, LLC 0.06% of their portfolio RICHMOND, VA 55,81755.8k $3.6m $3.6m 0.06% Added +1.4k +1,383
51 Sankala Group LLC 3.01% of their portfolio LYONS, CO 54,48954.5k $3.8m $3.8m 3.01% First filing
52 Beverly Hills Private Wealth, LLC 0.60% of their portfolio BEVERLY HILLS, CA 54,27554.3k $3.5m $3.5m 0.60% Added +1.7k +1,694
53 Cassaday & Co Wealth Management LLC 0.07% of their portfolio MCLEAN, VA 52,74152.7k $3.4m $3.4m 0.07% Unchanged
54 PW ADVISORS, LLC \ FL 2.69% of their portfolio TALLAHASSEE, FL 51,63151.6k $3.4m $3.4m 2.69% First filing
55 Mariner, LLC 0.00% of their portfolio Overland Park, KS 48,41748.4k $3.1m $3.1m 0.00% Reduced -18.3k -18,266
56 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 47,11547.1k $3.1m $3.1m 0.02% Reduced -5.1k -5,051
57 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 45,50045.5k $3.0m $3.0m 0.00% Reduced -37.2k -37,209
58 Meridian Wealth Management, LLC 0.10% of their portfolio LEXINGTON, KY 42,39742.4k $2.8m $2.8m 0.10% Added +50 +50
59 Richmond Brothers, Inc. 1.74% of their portfolio JACKSON, MI 42,05842.1k $2.7m $2.7m 1.74% New
60 Harpswell Capital Advisors, LLC 2.06% of their portfolio YARMOUTH, ME 40,06440.1k $2.6m $2.6m 2.06% Reduced -20.3k -20,325
61 Stokes Family Office, LLC 0.24% of their portfolio NEW ORLEANS, LA 39,62439.6k $2.6m $2.6m 0.24% Added +1.1k +1,074
62 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 36,67636.7k $2.4m $2.4m 0.00% Reduced -12.4k -12,355
63 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 34,96935.0k $2.3m $2.3m 0.00% Added +24.9k +24,943
64 SURIENCE PRIVATE WEALTH LLC 2.39% of their portfolio YAKIMA, WA 32,44432.4k $2.1m $2.1m 2.39% New
65 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 30,85130.9k $2.0m $2.0m 0.00% Reduced -2.4k -2,425
66 NOTTINGHAM ADVISORS, INC. 0.27% of their portfolio AMHERST, NY 30,16530.2k $2.0m $2.0m 0.27% Added +525 +525
67 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 29,97030.0k $1.9m $1.9m 0.00% Added +8.2k +8,218
68 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 28,40528.4k $1.8m $1.8m 0.00% Reduced -3.3k -3,289
69 Englebert Financial Advisers, LLC 2.05% of their portfolio Allentown, PA 27,45027.4k $1.8m $1.8m 2.05% First filing
70 Virtu Financial LLC 0.07% of their portfolio New York, NY 27,16027.2k $1.8m $1.8m 0.07% New
71 Rareview Capital LLC 1.12% of their portfolio LAS VEGAS, NV 25,71825.7k $1.7m $1.7m 1.12% Added +14.1k +14,096
72 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 24,72924.7k $1.6m $1.6m 0.01% Added +2.8k +2,847
73 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 24,60324.6k $1.6m $1.6m 0.06% Reduced -4.5k -4,470
74 Lifetime Wealth Management P.C. 0.91% of their portfolio ROCKWALL, TX 22,39222.4k $1.5m $1.5m 0.91% First filing
75 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,70421.7k $1.4m $1.4m 0.00% Added +8.8k +8,775
76 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 21,21021.2k $1.4m $1.4m 0.00% Reduced -7.3k -7,302
77 GREENBERG FINANCIAL GROUP 0.55% of their portfolio TUCSON, AZ 20,55720.6k $1.3m $1.3m 0.55% First filing
78 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 20,50220.5k $1.3m $1.3m 0.03% Reduced -3.7k -3,719
79 Decker Retirement Planning Inc. 0.65% of their portfolio LEVI, UT 20,00720.0k $1.3m $1.3m 0.65% Added +1.9k +1,878
80 Tranquilli Financial Advisor LLC 0.72% of their portfolio Clinton, NJ 19,14919.1k $1.2m $1.2m 0.72% New
81 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 17,23317.2k $1.1m $1.1m 0.00% Reduced -16.4k -16,391
82 Johnson & White Wealth Management, LLC 0.49% of their portfolio YORK, PA 17,18917.2k $1.1m $1.1m 0.49% Reduced -11.7k -11,668
83 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 17,17417.2k $1.1m $1.1m 0.00% New
84 Argentarii, LLC 0.36% of their portfolio CINCINNATI, OH 17,00017.0k $1.1m $1.1m 0.36% New
85 Trivium Point Advisory, LLC 0.11% of their portfolio WILTON, CT 16,86116.9k $1.1m $1.1m 0.11% Added +1.9k +1,852
86 SIMPLEX TRADING, LLC 0.03% of their portfolio CHICAGO, IL 16,84316.8k $1.1m $1.1m 0.03% Added +12.3k +12,273
87 Signet Private Wealth LLC 1.01% of their portfolio CHICAGO, IL 16,28516.3k $1.1m $1.1m 1.01% First filing
88 INTERCAPITAL, LLC 0.55% of their portfolio AUSTIN, TX 16,00016.0k $1.0m $1.0m 0.55% First filing
89 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,48015.5k $1.0m $1.0m 0.01% Reduced -19.7k -19,747
90 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 15,39615.4k $1.0m $1.0m 0.01% Reduced -673 -673
91 BlackDiamond Wealth Management, LLC 0.49% of their portfolio NEW YORK, NY 15,27515.3k $1.0m $1.0m 0.49% Added +3.0k +3,009
92 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 14,79414.8k $962.0k $962.0k 0.03% New
93 Main Street Financial Solutions, LLC 0.07% of their portfolio NEWTOWN, PA 14,76814.8k $960.0k $960.0k 0.07% Reduced -2.4k -2,375
94 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 13,20813.2k $858.7k $858.7k 0.01% New
95 EXCHANGE TRADED CONCEPTS, LLC 0.01% of their portfolio Oklahoma City, OK 12,59112.6k $818.5k $818.5k 0.01% New
96 Paragon Advisors, LLC 0.20% of their portfolio COLLEGE STATION, TX 11,36311.4k $738.7k $738.7k 0.20% Reduced -231 -231
97 Kovack Advisors, Inc. 0.03% of their portfolio FT. LAUDERDALE, FL 11,17211.2k $726.3k $726.3k 0.03% New
98 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,02711.0k $717.0k $717.0k 0.01% Added +1.3k +1,339
99 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 10,41210.4k $676.9k $676.9k 0.02% Added +247 +247
100 GTS SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 9,4449.4k $614.0k $614.0k 0.02% New