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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in Vanguard World Funds Extended Duration ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+41
Holders Change %
+28.67%
% of All Funds
2.7%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.21%
New
65
Increased
57
Reduced
54
Closed
24
Calls
$9.16M
Puts
$14.7M
Net Calls
-$5.51M
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$125M
2
Ameriprise
2
Ameriprise
Minnesota
$110M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$69M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$34.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$87.3M

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.51M
3
BA
3
Bridge Advisory
California
$2.26M
4
EW
4
Evoke Wealth
California
$0
5
PPW
5
Pasadena Private Wealth
California
$330K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$9.99M -$1.3M -16,085 -12%
PA
27
Paragon Advisors
Texas
$9.98M +$9.98M +123,133 New
MML Investors Services
28
MML Investors Services
Massachusetts
$9.45M -$3.22M -39,684 -25%
AIP
29
Almanack Investment Partners
Pennsylvania
$9.17M +$9.17M +113,114 New
Wealth Enhancement Advisory Services
30
Wealth Enhancement Advisory Services
Minnesota
$8.86M +$8.86M +109,350 New
GS
31
GTS Securities
New York
$8.84M +$7.39M +91,180 +511%
FGA
32
Fortis Group Advisors
New Jersey
$8.54M – – –
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$8.43M -$346K -4,271 -4%
NRWA
34
North Ridge Wealth Advisors
Oregon
$7.98M +$386K +4,765 +5%
CWP
35
Cyndeo Wealth Partners
Florida
$7.49M +$433K +5,342 +6%
PA
36
PFG Advisors
Arizona
$6.9M +$6.9M +85,132 New
FA
37
Forefront Analytics
Pennsylvania
$6.74M +$1.23M +15,162 +22%
FA
38
Fermata Advisors
California
$6.23M +$434K +5,351 +7%
MFGM
39
Marshall Financial Group (Maryland)
Maryland
$6.18M +$691K +8,528 +13%
LAS
40
Lloyd Advisory Services
Georgia
$5.76M +$5.76M +71,035 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
$5.67M +$3.99M +49,190 +236%
SPWG
42
Sage Private Wealth Group
Illinois
$5.55M -$249K -3,074 -4%
ACM
43
Andina Capital Management
Utah
$5.49M +$5.49M +67,778 New
MLICM
44
Metropolitan Life Insurance Company (MetLife)
New York
$5.48M +$5.48M +67,617 New
ASN
45
Advisory Services Network
Georgia
$4.62M -$26.8K -331 -0.6%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$4.41M -$718K -8,860 -14%
CAN
47
Cetera Advisor Networks
California
$4.25M +$2.6M +32,033 +157%
ASGS
48
Alpha Square Group S
New York
$4.21M +$1.38M +17,000 +49%
CCFM
49
Clear Creek Financial Management
Washington
$4.1M +$79.9K +986 +2%
CUAMC
50
China Universal Asset Management Company
China
$3.86M -$121K -1,492 -3%
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