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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

44 hedge funds and large institutions have $138M invested in Vanguard World Funds Extended Duration ETF in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
-6
Holders Change %
-12%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
8
Increased
19
Reduced
15
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$14M
2
Goldman Sachs
2
Goldman Sachs
New York
$17.5M
3
CCP
3
Cardan Capital Partners
Colorado
$12.8M
4
CM
4
Cornerstone Management
Georgia
$5.49M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.57M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.23M
2
BCM
2
Brookstone Capital Management
Illinois
$0
3
CLA
3
Cranberry Lake Advisors
Texas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$659K
5
KCM
5
Karp Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$581K -$857K -7,837 -60%
CC
27
Cognios Capital
Kansas
$541K +$103K +940 +23%
AIA
28
Allegis Investment Advisors
Idaho
$537K +$330K +3,011 +159%
AG
29
Advisor Group
Arizona
$514K -$616K -5,628 -55%
FSA
30
Financial Sense Advisors
California
$424K +$424K +3,875 New
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$280K +$11.6K +106 +4%
AF
32
Affiance Financial
Minnesota
$264K -$54.5K -498 -17%
BW
33
Bison Wealth
Georgia
$219K +$219K +2,000 New
MFS
34
MSI Financial Services
Massachusetts
$191K -$63.2K -577 -25%
Creative Planning
35
Creative Planning
Kansas
$53K +$53K +487 New
PCP
36
Proficio Capital Partners
Massachusetts
$36K +$36K +325 New
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$27K +$661 +6 +3%
MWM
38
Mascoma Wealth Management
New Hampshire
$23K +$23K +206 New
GWM
39
Geneos Wealth Management
Colorado
$14K +$12.3K +113 +706%
BlackRock
40
BlackRock
New York
$9K +$108 +1 +1%
Citigroup
41
Citigroup
New York
$7K -$940 -9 -12%
TFA
42
Transamerica Financial Advisors
Florida
$1K -$828K -828 -100%
BCM
43
Brookstone Capital Management
Illinois
– -$11M -80,577 Closed
CLA
44
Cranberry Lake Advisors
Texas
– -$6.82M -50,000 Closed
KCM
45
Karp Capital Management
California
– -$3.83M -28,030 Closed
BCMIO
46
Beacon Capital Management Inc (Ohio)
Ohio
– -$3.55M -26,028 Closed
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
– -$3.14M -23,015 Closed
CIM
48
Cambria Investment Management
California
– -$1.92M -14,031 Closed
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
– -$903K -6,615 Closed
SI
50
SII Investments
Wisconsin
– -$811K -5,941 Closed
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2
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