Vault-13

VANGUARD WORLD FD EDV

EXTENDED DUR · ETP · CUSIP 921910709

188 institutional holders -17 vs Q4 2025
22,169,80622.2m shares reported held*
$1.4bnreported value*
24 new 58 added 74 reduced 39 sold out net bought ≈ $237.3m (+3.6m 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 ($3.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $64.98. Options: 5 managers hold calls ($26.0m notional), 4 hold puts ($17.5m).

Trends to Q1 2026

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: 205Q1 26: 188188Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026188

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 84 bought or addedQ2 25: 110 cut or sold outQ3 25: 93 bought or addedQ3 25: 75 cut or sold outQ3 25Q4 25: 107 bought or addedQ4 25: 81 cut or sold outQ1 26: 82 bought or addedQ1 26: 113 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202410576
Q3 202411765
Q4 202483104
Q1 202597100
Q2 202584110
Q3 20259375
Q4 202510781
Q1 202682113

Calls vs puts

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

CallsPuts
$0$20m$40m$60mQ2 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 0.94Q1 26 calls: $26.0mQ1 26 puts: $17.5mQ1 26P/C 0.67
Numbers
QuarterCallsPutsP/C
Q2 2025$40.7m$21.2m0.52
Q3 2025$21.7m$33.5m1.54
Q4 2025$29.7m$27.9m0.94
Q1 2026$26.0m$17.5m0.67

Biggest buyers

JPMORGAN CHASE & CO Added +4,088,009+4.1m
JANE STREET GROUP, LLC Added +375,579+375.6k
EP Wealth Advisors, LLC New +364,974+365.0k
HANTZ FINANCIAL SERVICES, INC. Added +215,411+215.4k
NBT BANK, N.A. New +191,595+191.6k
Tidal Investments LLC New +187,739+187.7k
Cadence Wealth Management LLC Added +171,253+171.3k
Jump Financial, LLC New +158,291+158.3k
NATIONAL BANK OF CANADA /FI/ Added +118,300+118.3k
Baird Financial Group, Inc. New +95,457+95.5k

Biggest sellers

Quadrature Capital Ltd Sold out -489,400-489.4k
HARBOUR INVESTMENTS, INC. Reduced -346,369-346.4k
Diesslin Group, Inc. Reduced -226,780-226.8k
BNP PARIBAS FINANCIAL MARKETS Reduced -202,903-202.9k
Mirae Asset Global Investments Co., Ltd. Reduced -186,020-186.0k
Deane Retirement Strategies, Inc. Reduced -172,286-172.3k
Beacon Capital Management, Inc. Reduced -161,841-161.8k
GOLDMAN SACHS GROUP INC Reduced -160,384-160.4k
Marshall Financial Group, LLC Reduced -86,597-86.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -77,383-77.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $7.0m108.3k shares
TORONTO DOMINION BANK New $6.6m101.7k shares
IMC-Chicago, LLC Added $4.9m74.8k shares
CITADEL ADVISORS LLC Added $3.9m59.6k shares
JANE STREET GROUP, LLC Added $3.6m55.9k shares

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $9.6m147.1k shares
CITADEL ADVISORS LLC Added $5.0m77.4k shares
JANE STREET GROUP, LLC Reduced $1.8m27.3k shares
IMC-Chicago, LLC Reduced $1.1m17.1k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 JPMORGAN CHASE & CO 0.02% of their portfolio NEW YORK, NY 4,105,2424.1m $267.4m $267.4m 0.02% Added +4.1m +4,088,009
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,551,4781.6m $100.8m $100.8m 0.01% Reduced -29.9k -29,946
3 MIDLAND WEALTH ADVISORS, LLC 4.83% of their portfolio EFFINGHAM, IL 1,443,0251.4m $93.7m $93.7m 4.83% Added +31.1k +31,113
4 Mirae Asset Global Investments Co., Ltd. 0.20% of their portfolio SEOUL, M5 1,055,7011.1m $68.6m $68.6m 0.20% Reduced -186.0k -186,020
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,044,6561.0m $67.9m $67.9m 0.00% Added +26.7k +26,713
6 HANTZ FINANCIAL SERVICES, INC. 0.90% of their portfolio SOUTHFIELD, MI 907,055907.1k $58.9m $58.9m 0.90% Added +215.4k +215,411
7 RWA WEALTH PARTNERS, LLC 0.62% of their portfolio BOSTON, MA 875,815875.8k $56.9m $56.9m 0.62% Unchanged
8 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 855,426855.4k $55.6m $55.6m 0.01% Reduced -37.0k -36,992
9 CAPITAL CITY TRUST CO/FL 9.85% of their portfolio TALLAHASSEE, FL 663,656663.7k $43.1m $43.1m 9.85% Unchanged
10 SBI Securities Co., Ltd. 1.03% of their portfolio TOKYO, M0 578,783578.8k $37.6m $37.6m 1.03% Reduced -12.2k -12,211
11 Fluent Financial, LLC 12.53% of their portfolio DALLAS, TX 530,398530.4k $34.2m $34.2m 12.53% Added +583 +583
12 Cadence Wealth Management LLC 10.39% of their portfolio WESTBOROUGH, MA 383,603383.6k $24.9m $24.9m 10.39% Added +171.3k +171,253
13 JANE STREET GROUP, LLC 0.03% of their portfolio NEW YORK, NY 380,396380.4k $24.7m $24.7m 0.03% Added +375.6k +375,579
14 EP Wealth Advisors, LLC 0.12% of their portfolio TORRANCE, CA 364,974365.0k $23.7m $23.7m 0.12% New
15 Beacon Capital Management, Inc. 1.26% of their portfolio DAYTON, OH 345,833345.8k $22.5m $22.5m 1.26% Reduced -161.8k -161,841
16 Valtinson Bruner Financial Planning LLC 5.90% of their portfolio NEW BRIGHTON, MN 330,722330.7k $21.5m $21.5m 5.90% Added +11.1k +11,083
17 Harvest Portfolios Group Inc. 0.35% of their portfolio Oakville, A6 326,449326.4k $21.2m $21.2m 0.35% Reduced -56.7k -56,660
18 ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio NASHVILLE, TN 257,678257.7k $16.8m $16.8m 0.01% Added +2.8k +2,820
19 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 250,703250.7k $16.3m $16.3m 0.02% Added +26.5k +26,487
20 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 231,191231.2k $15.0m $15.0m 0.04% Reduced -6.7k -6,712
21 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 221,051221.1k $14.4m $14.4m 0.00% Reduced -24.5k -24,455
22 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 220,118220.1k $14.3m $14.3m 0.04% Reduced -38.8k -38,751
23 Hamilton Capital Partners Inc. 0.45% of their portfolio TORONTO, A6 205,308205.3k $13.3m $13.3m 0.45% Reduced -25.3k -25,298
24 NBT BANK, N.A. 0.82% of their portfolio NORWICH, NY 191,595191.6k $12.4m $12.4m 0.82% New
25 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 188,053188.1k $12.2m $12.2m 0.00% Reduced -24.2k -24,158
26 Tidal Investments LLC 0.04% of their portfolio Milwaukee, WI 187,739187.7k $12.2m $12.2m 0.04% New
27 One Wealth Map LLC 5.63% of their portfolio LAS VEGAS, NV 181,690181.7k $11.5m $11.5m 5.63% Added +27.0k +27,017
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 175,882175.9k $11.4m $11.4m 0.00% Reduced -77.4k -77,383
29 North Ridge Wealth Advisors, Inc. 6.15% of their portfolio BEAVERTON, OR 168,157168.2k $10.9m $10.9m 6.15% Added +10.8k +10,846
30 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 165,168165.2k $10.7m $10.7m 0.00% Added +18.4k +18,408
31 NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio MONTREAL, A8 163,800163.8k $10.6m $10.6m 0.01% Added +118.3k +118,300
32 Jump Financial, LLC 0.15% of their portfolio Chicago, IL 158,291158.3k $10.3m $10.3m 0.15% New
33 Diesslin Group, Inc. 4.11% of their portfolio FORT WORTH, TX 140,603140.6k $9.1m $9.1m 4.11% Reduced -226.8k -226,780
34 Causey Wealth LLC 3.73% of their portfolio GREENWOOD VILLAGE, CO 135,175135.2k $8.8m $8.8m 3.73% Added +17.5k +17,541
35 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 135,072135.1k $8.8m $8.8m 0.00% Reduced -8.1k -8,085
36 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 118,971119.0k $7.7m $7.7m 0.01% Reduced -13.9k -13,867
37 Sellwood Investment Partners LLC 2.92% of their portfolio PORTLAND, OR 113,998114.0k $7.4m $7.4m 2.92% Reduced -14.2k -14,169
38 Professional Financial Management, Inc. 7.67% of their portfolio APPLETON, WI 113,492113.5k $7.4m $7.4m 7.67% Added +8.2k +8,209
39 Conrad Siegel Investment Advisors, Inc. 1.27% of their portfolio HARRISBURG, PA 108,576108.6k $7.1m $7.1m 1.27% Reduced -5.0k -5,007
40 FLOW TRADERS U.S. LLC 0.22% of their portfolio NEW YORK, NY 106,415106.4k $6.9m $6.9m 0.22% Added +91.6k +91,621
41 Advisory Services Network, LLC 0.08% of their portfolio ATLANTA, GA 96,29996.3k $6.3m $6.3m 0.08% Added +8.1k +8,073
42 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 95,45795.5k $6.2m $6.2m 0.01% New
43 Fermata Advisors, LLC 1.40% of their portfolio SONOMA, CA 95,43795.4k $6.2m $6.2m 1.40% Added +6.0k +5,987
44 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 94,33694.3k $6.1m $6.1m 0.00% Reduced -846 -846
45 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 92,24892.2k $6.0m $6.0m 0.00% Reduced -14.4k -14,435
46 UBS Group AG 0.00% of their portfolio ZURICH, V8 86,60686.6k $5.6m $5.6m 0.00% Added +9.0k +9,034
47 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 83,37583.4k $5.4m $5.4m 0.00% Reduced -202.9k -202,903
48 CLEAR INVESTMENT RESEARCH, LLC 8.19% of their portfolio ALPHARETTA, GA 80,60880.6k $5.2m $5.2m 8.19% Reduced -3.0k -2,972
49 TECTONIC ADVISORS LLC 0.25% of their portfolio FRISCO, TX 72,00572.0k $4.7m $4.7m 0.25% Reduced -1.8k -1,788
50 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 68,39068.4k $4.4m $4.4m 0.00% Reduced -160.4k -160,384
51 RETIREMENT FINANCIAL SOLUTIONS, LLC 1.26% of their portfolio KNOXVILLE, TN 67,94267.9k $4.4m $4.4m 1.26% Added +976 +976
52 Beverly Hills Private Wealth, LLC 0.72% of their portfolio BEVERLY HILLS, CA 66,57766.6k $4.3m $4.3m 0.72% Added +12.3k +12,302
53 First Commonwealth Financial Corp /PA/ 0.58% of their portfolio Indiana, PA 56,44456.4k $3.7m $3.7m 0.58% Unchanged
54 RiverFront Investment Group, LLC 0.06% of their portfolio RICHMOND, VA 56,17756.2k $3.6m $3.6m 0.06% Added +360 +360
55 Sankala Group LLC 2.94% of their portfolio LYONS, CO 55,92455.9k $3.6m $3.6m 2.94% Added +1.4k +1,435
56 Cassaday & Co Wealth Management LLC 0.07% of their portfolio MCLEAN, VA 52,74152.7k $3.4m $3.4m 0.07% Unchanged
57 &PARTNERS 0.02% of their portfolio NASHVILLE, TN 51,49851.5k $3.3m $3.3m 0.02% Added +4.4k +4,383
58 Ameritas Advisory Services, LLC 0.13% of their portfolio Lincoln, NE 50,27650.3k $3.3m $3.3m 0.13% Reduced -33.2k -33,228
59 Stokes Family Office, LLC 0.34% of their portfolio NEW ORLEANS, LA 50,14050.1k $3.3m $3.3m 0.34% Added +10.5k +10,516
60 SIH Partners, LLLP 0.10% of their portfolio Wilmington, DE 50,00050.0k $3.2m $3.2m 0.10% New
61 EXCHANGE TRADED CONCEPTS, LLC 0.02% of their portfolio Oklahoma City, OK 49,78849.8k $3.2m $3.2m 0.02% Added +37.2k +37,197
62 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 45,40645.4k $2.9m $2.9m 0.00% New
63 Institute for Wealth Management, LLC. 0.30% of their portfolio DENVER, CO 43,48743.5k $2.8m $2.8m 0.30% Added +35.1k +35,065
64 Meridian Wealth Management, LLC 0.10% of their portfolio LEXINGTON, KY 42,94742.9k $2.8m $2.8m 0.10% Added +550 +550
65 Mariner, LLC 0.00% of their portfolio Overland Park, KS 35,41235.4k $2.3m $2.3m 0.00% Reduced -13.0k -13,005
66 Legacy Private Trust Co. 0.13% of their portfolio NEENAH, WI 32,49332.5k $2.1m $2.1m 0.13% Reduced -23.8k -23,810
67 NOTTINGHAM ADVISORS, INC. 0.25% of their portfolio AMHERST, NY 30,46530.5k $2.0m $2.0m 0.25% Added +300 +300
68 Rareview Capital LLC 1.20% of their portfolio LAS VEGAS, NV 30,35430.4k $2.0m $2.0m 1.20% Added +4.6k +4,636
69 Richmond Brothers, Inc. 1.29% of their portfolio JACKSON, MI 29,82929.8k $1.9m $1.9m 1.29% Reduced -12.2k -12,229
70 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 28,73028.7k $1.8m $1.8m 0.00% Reduced -1.2k -1,240
71 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 27,96528.0k $1.8m $1.8m 0.00% Added +6.8k +6,755
72 Englebert Financial Advisers, LLC 1.99% of their portfolio Allentown, PA 26,98127.0k $1.8m $1.8m 1.99% Reduced -469 -469
73 Harpswell Capital Advisors, LLC 1.29% of their portfolio YARMOUTH, ME 26,68926.7k $1.7m $1.7m 1.29% Reduced -13.4k -13,375
74 Decker Retirement Planning Inc. 0.68% of their portfolio LEVI, UT 23,17423.2k $1.5m $1.5m 0.68% Added +3.2k +3,167
75 Lifetime Wealth Management P.C. 0.85% of their portfolio ROCKWALL, TX 22,89022.9k $1.5m $1.5m 0.85% Added +498 +498
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 22,10322.1k $1.4m $1.4m 0.00% Added +399 +399
77 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 22,03622.0k $1.4m $1.4m 0.05% Reduced -2.6k -2,567
78 NewEdge Wealth, LLC 0.02% of their portfolio STAMFORD, CT 20,07620.1k $1.3m $1.3m 0.02% Added +10.9k +10,932
79 IHT Wealth Management, LLC 0.03% of their portfolio Chicago, IL 18,71118.7k $1.2m $1.2m 0.03% Reduced -1.8k -1,791
80 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 17,50117.5k $1.1m $1.1m 0.00% Reduced -13.3k -13,350
81 Argentarii, LLC 0.39% of their portfolio CINCINNATI, OH 17,00017.0k $1.1m $1.1m 0.39% Unchanged
82 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 16,63116.6k $1.1m $1.1m 0.00% New
83 BlackDiamond Wealth Management, LLC 0.49% of their portfolio NEW YORK, NY 15,77115.8k $1.0m $1.0m 0.49% Added +496 +496
84 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,49715.5k $993.5k $993.5k 0.01% Added +17 +17
85 Financial Engines Advisors L.L.C. 0.00% of their portfolio SANTA CLARA, CA 14,65814.7k $952.0k $952.0k 0.00% Reduced -20.3k -20,311
86 Johnson & White Wealth Management, LLC 0.40% of their portfolio YORK, PA 14,38214.4k $934.1k $934.1k 0.40% Reduced -2.8k -2,807
87 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 13,98114.0k $908.1k $908.1k 0.00% Reduced -1.4k -1,415
88 RHS Financial, LLC 0.43% of their portfolio SAN FRANCISCO, CA 13,91913.9k $904.0k $904.0k 0.43% New
89 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 13,70113.7k $890.0k $890.0k 0.00% Reduced -3.5k -3,473
90 GUIDANCE CAPITAL, INC 0.18% of their portfolio LOUSVILLE, KY 12,85012.8k $814.9k $814.9k 0.18% New
91 Signet Private Wealth LLC 0.75% of their portfolio CHICAGO, IL 12,06412.1k $783.6k $783.6k 0.75% Reduced -4.2k -4,221
92 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 11,48811.5k $746.0k $746.0k 0.01% Added +461 +461
93 Kovack Advisors, Inc. 0.04% of their portfolio FT. LAUDERDALE, FL 11,17211.2k $725.6k $725.6k 0.04% Unchanged
94 Worth Asset Management, LLC 0.27% of their portfolio DALLAS, TX 10,96111.0k $711.9k $711.9k 0.27% New
95 Tranquilli Financial Advisor LLC 0.40% of their portfolio Clinton, NJ 10,60710.6k $688.9k $688.9k 0.40% Reduced -8.5k -8,542
96 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 10,56110.6k $685.9k $685.9k 0.01% Added +1.6k +1,589
97 SageView Advisory Group, LLC 0.02% of their portfolio Newport Beach, CA 10,41210.4k $676.3k $676.3k 0.02% Unchanged
98 PFG Advisors 0.03% of their portfolio Phoenix, AZ 10,24410.2k $665.4k $665.4k 0.03% Added +4.9k +4,865
99 Paragon Advisors, LLC 0.17% of their portfolio COLLEGE STATION, TX 9,5009.5k $617.0k $617.0k 0.17% Reduced -1.9k -1,863
100 Haven Private, LLC 0.23% of their portfolio ORLANDO, FL 8,2928.3k $538.6k $538.6k 0.23% Reduced -1.0k -1,022