EDV · Vanguard World Funds Extended Duration ETF

$59.43 -0.59 (-0.98%) At close · Aug 14

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Quarter:

Holders: 49

Total Value: $266,368,201

Total Shares: 4,092,935

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 49 13F filers · Δ vs Mar 31, 2026

Top Holder

21.6%

+3.4 pts

Top 5

60.8%

+20.1 pts

Top 10

81.2%

+23.2 pts

HHI

1,061

Broadly held+499

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

147

Unchanged

Holder count: -138

Institutional value: -81.8%

Shares held: -81.9%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega UBS Group AG	+73,870	160,476
Large CAPTRUST FINANCIAL ADVISORS	+48,052	65,553
Mid Tower Research Capital LLC (TRC)	+47,203	47,211
Mid Jump Financial, LLC	+19,223	177,514
Large Steward Partners Investment Advisory, LLC	+12,177	13,829

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega JPMORGAN CHASE & CO	−4,091,654	13,588
Small Beacon Capital Management, Inc.	−344,345	1,488
Mid HANTZ FINANCIAL SERVICES, INC.	−170,190	736,865
Mega MORGAN STANLEY	−160,347	884,309
Small Cadence Wealth Management LLC	−107,949	275,654

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Small COMPASS FINANCIAL MANAGEMENT LLC	35,119	$2,285,544
Large SCOTIA CAPITAL INC.	21,976	$1,430,198
Large NewEdge Advisors, LLC	11,202	$729,026
Mid SIMPLEX TRADING, LLC	8,120	$528,449
Mid BRIGHTON JONES LLC	6,007	$390,935

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Mega BANK OF AMERICA CORP /DE/	1,551,478	$100,768,495
Small MIDLAND WEALTH ADVISORS, LLC	1,443,025	$93,724,473
Large Mirae Asset Global Investments Co., Ltd.	1,055,701	$68,567,779
Mid RWA WEALTH PARTNERS, LLC	875,815	$56,884,184
Mega LPL Financial LLC	855,426	$55,559,918

Filter: New 9 Increased 12 Reduced 23 Sold out 147 Unchanged 5

Showing 49 of 49

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Mega MORGAN STANLEY

$57,550,828

21.61%

884,309

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO. LLC	227,810	$14,825,874	25.8%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	3,870	$251,859	0.4%	Defined
MORGAN STANLEY SMITH BARNEY LLC	652,629	$42,473,095	73.8%	Defined

Mid HANTZ FINANCIAL SERVICES, INC.

$47,955,174

18.00%

736,865

Large EP Wealth Advisors, LLC

$24,061,572

9.03%

369,723

Small Cadence Wealth Management LLC

$17,939,562

6.73%

275,654

Mid Harvest Portfolios Group Inc.

$14,431,034

5.42%

221,743

Large Cetera Investment Advisers

$13,594,951

5.10%

208,896

Large Tidal Investments LLC

$12,405,940

4.66%

190,626

Mid Jump Financial, LLC

$11,552,611

4.34%

177,514

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jump Trading Holdings, LLC joint	177,514	$11,552,611	100.0%	Defined

Mega UBS Group AG

$10,443,778

3.92%

160,476

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	160,476	$10,443,778	100.0%	Defined

Mid Advisory Services Network, LLC

$6,235,314

2.34%

95,810

Micro Causey Wealth LLC

$6,009,291

2.26%

92,337

Large Baird Financial Group, Inc.

$5,989,898

2.25%

92,039

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Robert W. Baird & Co. Inc	92,039	$5,989,898	100.0%	Defined

Mega NORTHERN TRUST CORP Bank

$5,608,464

2.11%

86,178

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO	86,178	$5,608,464	100.0%	Defined

Micro CLEAR INVESTMENT RESEARCH, LLC

$5,225,338

1.96%

80,291

Large CAPTRUST FINANCIAL ADVISORS

$4,266,189

1.60%

65,553

Small First Commonwealth Financial Corp /PA/

$3,673,375

1.38%

56,444

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
First Commonwealth Bank	56,444	$3,673,375	100.0%	Sole

Mid Tower Research Capital LLC (TRC)

$3,072,491

1.15%

47,211

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TOWER PRINCIPAL MARKETS LLC	47,211	$3,072,491	100.0%	Defined

Small COMPASS FINANCIAL MANAGEMENT LLC

$2,285,544

0.86%

35,119

Large Mariner, LLC

$1,468,269

0.55%

22,561

Large SCOTIA CAPITAL INC.

$1,430,198

0.54%

21,976

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF NOVA SCOTIA	21,976	$1,430,198	100.0%	Defined

Large STIFEL FINANCIAL CORP

$1,368,371

0.51%

21,026

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STIFEL NICOLAUS & CO INC \MO\	19,857	$1,292,293	94.4%	Defined
1919 Investment Counsel, LLC	1,169	$76,078	5.6%	Defined

Small Argentarii, LLC

$1,146,969

0.43%

17,624

Small Richmond Brothers, Inc.

$1,034,576

0.39%

15,897

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	14,600	$950,168	91.8%	Sole
Held directly	1,297	$84,408	8.2%	Sole

Large Steward Partners Investment Advisory, LLC

$899,991

0.34%

13,829

Mega JPMORGAN CHASE & CO

$884,305

0.33%

13,588

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	561	$36,509	4.1%	Defined
J.P. Morgan Private Investments Inc.	8	$520	0.1%	Defined
55I, LLC	13,019	$847,276	95.8%	Other

Small Stokes Family Office, LLC Family Office

$832,503

0.31%

12,792

Large NewEdge Advisors, LLC

$729,026

0.27%

11,202

Large Creative Planning

$703,775

0.26%

10,814

Small Inscription Capital, LLC

$576,543

0.22%

8,859

Mid SIMPLEX TRADING, LLC

$528,449

0.20%

8,120

Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$444,301

0.17%

6,827

Micro Orographic Financial Advisors, LLC

$419,050

0.16%

6,439

Mid BRIGHTON JONES LLC

$390,935

0.15%

6,007

Large Corient Private Wealth LLC

$384,818

0.14%

5,913

Large IEQ CAPITAL, LLC

$298,717

0.11%

4,590

Large Rockefeller Capital Management L.P.

$173,112

0.06%

2,660

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
ROCKEFELLER FINANCIAL LLC	2,660	$173,112	100.0%	Defined

Small Beacon Capital Management, Inc.

$96,839

0.04%

1,488

Mid Integrated Wealth Concepts LLC

$94,040

0.04%

1,445

Mid HARBOUR INVESTMENTS, INC.

$57,010

0.02%

876

Small Keating Financial Advisory Services, Inc.

$40,219

0.02%

618

Large MERCER GLOBAL ADVISORS INC /ADV

$23,949

0.01%

368

Mega FMR LLC

$21,281

0.01%

327

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	327	$21,281	100.0%	Defined

Mega BNP PARIBAS ARBITRAGE, SA

$7,484

0.00%

115

Mega BANK OF MONTREAL /CAN/ Bank

$7,419

0.00%

114

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	114	$7,419	100.0%	Defined

Mid Ameritas Investment Partners, Inc.

$3,058

0.00%

Small Markowski Investments

$1,496

0.00%

Mid Aptus Capital Advisors, LLC

$65

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Williams Financial Group, LLC	1	$65	100.0%	Other

Large HUNTINGTON NATIONAL BANK Bank

$65

0.00%

Mid Smartleaf Asset Management LLC

$14

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	91,534	$5,945,133	5.9%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	709,992	$46,113,980	45.8%	Defined
MANAGED ACCOUNT ADVISORS LLC	749,952	$48,709,382	48.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	380,396	$24,706,720	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	257,678	$16,736,186	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	194,912	$12,659,534	88.2%	Defined
Raymond James Financial Services Advisors, Inc.	21,632	$1,404,998	9.8%	Defined
RAYMOND JAMES TRUST N.A.	4,507	$292,729	2.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	11,410	$741,079	6.1%	Defined
WELLS FARGO CLEARING SERVICES, LLC	176,643	$11,472,962	93.9%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC	164,637	$10,693,173	99.7%	Defined
Ameriprise Bank, FSB	531	$34,488	0.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NBC Global Finance Ltd	163,800	$10,638,810	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	147,100	$9,554,145	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	124,299	$8,073,220	92.0%	Defined
RBC Dominion Securities Inc.	9,907	$643,459	7.3%	Defined
RBC Trust Co (Delaware) Ltd	866	$56,246	0.6%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	118,602	$7,703,199	99.7%	Defined
LADENBURG THALMANN ASSET MANAGEMENT	369	$23,966	0.3%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	108,300	$7,034,085	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	51,547	$3,347,977	54.6%	Defined
PNC Wealth Management LLC	42,789	$2,779,145	45.4%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	77,400	$5,027,130	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
CAIN, WATTERS & ASSOCIATES, LLC	71,505	$4,644,249	99.3%	Other
Held directly	500	$32,475	0.7%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS & CO. LLC	68,390	$4,441,930	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equalis Financial	6,080	$394,896	9.1%	Defined
Held directly	60,497	$3,929,280	90.9%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	59,600	$3,871,020	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	53,500	$3,474,825	95.7%	Defined
Jane Street Options, LLC	2,400	$155,880	4.3%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Susquehanna Pacific Pty Ltd	50,000	$3,247,500	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Beacon Capital Management, Inc.	49,788	$3,233,730	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	45,406	$2,949,119	100.0%	Other

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	28,730	$1,866,013	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	27,100	$1,760,145	99.3%	Defined
Jane Street Options, LLC	200	$12,990	0.7%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Investment Management Inc.	13,701	$889,879	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	6,273	$407,431	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
StoneX Advisors Inc. joint	4,870	$316,306	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	4,054	$263,307	99.3%	Sole
Held directly	30	$1,948	0.7%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	3,765	$244,536	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	3,722	$241,743	100.0%	Sole

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Frost Investment Services, LLC	3,307	$214,789	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TORONTO DOMINION BANK	100	$6,495	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Johnson Wealth Inc.	40	$2,598	100.0%	Defined

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	15	$974	100.0%	Defined

Key facts CIK 52848 CUSIP 921910709 13F (30d) 50 filings 50 filers Visit website