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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

119 hedge funds and large institutions have $411M invested in Vanguard World Funds Extended Duration ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-6
Holders Change %
-4.8%
% of All Funds
2.11%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
28
Increased
35
Reduced
43
Closed
33
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SRA
Summit Rock Advisors
New York
$14.9M
2
Goldman Sachs
Goldman Sachs
New York
$10.7M
3
BlackRock
BlackRock
New York
$13.8M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$10.5M
5
FTUS
Flow Traders U.S.
New York
$10.7M

Top Sellers

1
Jane Street
Jane Street
New York
$20M
2
TI
Tidal Investments
Wisconsin
$0
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$45M
4
UBS Group
UBS Group
Switzerland
$21.2M
5
Morgan Stanley
Morgan Stanley
New York
$19.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
26
IFP Advisors
Florida
$2.84M -$22.8M -149,549 -89%
PCP
27
Proficio Capital Partners
Massachusetts
$2.7M +$2.7M +18,015 New
RF
28
RHS Financial
California
$2.46M +$145K +955 +6%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$2.36M -$6.87M -45,142 -74%
QI
30
QS Investors
New York
$2.02M +$2.02M +13,236 New
Baird Financial Group
31
Baird Financial Group
Wisconsin
$1.86M -$2.23M -14,673 -55%
EW
32
Evoke Wealth
California
$1.81M +$1.2M +7,854 +194%
TA
33
TrueWealth Advisors
Alabama
$1.76M +$1.76M +12,204 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.74M +$288K +1,894 +20%
UWM
35
USAdvisors Wealth Management
Minnesota
$1.71M +$210K +1,382 +14%
KAS
36
Kestra Advisory Services
Texas
$1.59M +$1.57M +10,323 +8,258%
OIA
37
OneDigital Investment Advisors
Kansas
$1.35M +$1.35M +8,884 New
CCFM
38
Clear Creek Financial Management
Washington
$1.35M +$1.35M +8,865 New
BAM
39
Belpointe Asset Management
Nevada
$1.33M -$111K -730 -8%
CRWM
40
Castle Rock Wealth Management
California
$1.3M +$78K +539 +6%
NCG
41
Newport Capital Group
New Jersey
$1.24M +$1.24M +8,120 New
BL
42
BCWM LLC
Kansas
$1.18M +$32K +210 +3%
TFA
43
Tranquilli Financial Advisor
New Jersey
$1.15M +$1.15M +7,536 New
MML Investors Services
44
MML Investors Services
Massachusetts
$1.15M -$2.9M -19,056 -72%
FHA
45
Flagship Harbor Advisors
Massachusetts
$1.1M -$22.2M -145,561 -95%
AWM
46
AE Wealth Management
Kansas
$1.08M -$543K -3,569 -34%
BAM
47
BTS Asset Management
Massachusetts
$1.02M – – –
SS
48
Simplicity Solutions
Minnesota
$995K -$580K -3,810 -37%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$988K -$1.64M -10,785 -62%
Truist Financial
50
Truist Financial
North Carolina
$894K +$204K +1,336 +29%
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