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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

94 hedge funds and large institutions have $394M invested in Vanguard World Funds Extended Duration ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
20
Increased
34
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
Almanack Investment Partners
Pennsylvania
+$9.79M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.23M
3
IA
IFP Advisors
Florida
+$6.2M
4
Bank of America
Bank of America
North Carolina
+$5.4M
5
FIM
Freedom Investment Management
Connecticut
+$2.77M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$110M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$23.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$11.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11.3M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
51
HCR Wealth Advisors
California
$510K -$23.4K -180 -4%
SCM
52
Symons Capital Management
Pennsylvania
$488K +$58.8K +452 +14%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$487K -$2.53M -19,472 -84%
RJA
54
Raymond James & Associates
Florida
$393K -$900K -6,927 -70%
HI
55
Hudock Inc
Pennsylvania
$389K +$8.93K +68 +2%
AWM
56
AE Wealth Management
Kansas
$374K -$189K -1,451 -34%
AI
57
Atria Investments
North Carolina
$370K -$428K -3,286 -54%
VCWA
58
Vanguard Capital Wealth Advisors
Colorado
$360K -$126K -973 -26%
APA
59
American Portfolios Advisors
New York
$347K +$200K +1,539 +136%
SCA
60
Sage Capital Advisors
South Dakota
$320K +$320K +2,460 New
VVP
61
Venture Visionary Partners
Ohio
$317K +$317K +2,446 New
SS
62
Simplicity Solutions
Minnesota
$313K -$234K -1,797 -43%
NFG
63
Next Financial Group
Texas
$310K +$66.2K +510 +27%
CA
64
Cetera Advisors
Colorado
$284K – – –
ST
65
Smithfield Trust
Pennsylvania
$271K +$17.9K +138 +7%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$235K +$235K +1,791 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$211K +$89K +686 +73%
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$168K -$130 -1 -0.1%
BlackRock
69
BlackRock
New York
$155K – – –
FGAM
70
Financial Gravity Asset Management
Texas
$130K +$130K +1,262 New
SFSIG
71
San Francisco Sentry Investment Group
California
$91K -$1.7M -13,092 -95%
CIAS
72
Capital Investment Advisory Services
North Carolina
$86K – – –
BAM
73
BTS Asset Management
Massachusetts
$85K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$78K +$78K +600 New
JIR
75
James Investment Research
Ohio
$65K -$13K -100 -17%
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