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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

170 hedge funds and large institutions have $989M invested in Vanguard World Funds Extended Duration ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
28
Increased
62
Reduced
59
Closed
39
Calls
$11.2M
Puts
$14.3M
Net Calls
-$3.05M
Net Calls Change
+$2.45M

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.8M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$15.5M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$12M
4
LPL Financial
4
LPL Financial
California
$25.5M
5
OL
5
Owen LaRue
Kentucky
$12.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.3M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$33.8M
4
AWM
4
AE Wealth Management
Kansas
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFWM
26
AMJ Financial Wealth Management
Virginia
$11.8M -$1.46M -19,044 -11%
HHRDM
27
H&H Retirement Design & Management
Nevada
$11.2M -$2.03M -29,080 -15%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$10.3M +$867K +11,322 +9%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$8.83M +$861K +11,244 +11%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$8.16M +$5.16M +67,308 +172%
NRWA
31
North Ridge Wealth Advisors
Oregon
$7.95M +$408K +5,323 +5%
CSIA
32
Conrad Siegel Investment Advisors
Pennsylvania
$7.48M +$7.48M +97,609 New
RJFSA
33
Raymond James Financial Services Advisors
Florida
$7.37M +$2.01M +26,253 +38%
PA
34
PFG Advisors
Arizona
$7.25M +$727K +9,491 +11%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$7.15M +$5.67M +74,080 +386%
CWP
36
Cyndeo Wealth Partners
Florida
$6.99M -$96.9K -1,265 -1%
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$6.92M +$6.92M +90,276 New
MFGM
38
Marshall Financial Group (Maryland)
Maryland
$6.75M +$902K +11,775 +15%
AWS
39
Atria Wealth Solutions
New York
$6.69M -$2.92M -38,174 -30%
FA
40
Forefront Analytics
Pennsylvania
$6.35M -$15.4K -201 -0.2%
Citadel Advisors
41
Citadel Advisors
Florida
$6.33M +$5.27M +68,803 +498%
FA
42
Fermata Advisors
California
$5.82M -$70.5K -920 -1%
MLICM
43
Metropolitan Life Insurance Company (MetLife)
New York
$5.18M – – –
SPWG
44
Sage Private Wealth Group
Illinois
$5.16M -$91.8K -1,199 -2%
EW
45
Evoke Wealth
California
$5.15M +$5.15M +67,210 New
Osaic Holdings
46
Osaic Holdings
Arizona
$5.09M -$8.93M -116,573 -64%
ASN
47
Advisory Services Network
Georgia
$5.04M +$672K +8,779 +15%
BNP Paribas Financial Markets
48
BNP Paribas Financial Markets
France
$4.46M +$3.49M +45,551 +359%
CAN
49
Cetera Advisor Networks
California
$4.18M +$167K +2,175 +4%
ASGS
50
Alpha Square Group S
New York
$3.98M – – –
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