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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

109 hedge funds and large institutions have $647M invested in Vanguard World Funds Extended Duration ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.41%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.27%
New
34
Increased
34
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$119M
2
QAM
Q3 Asset Management
Michigan
+$19.8M
3
CCP
Cardan Capital Partners
Colorado
+$17.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$16.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$23.3M
2
FS
Ferguson Shapiro
Georgia
-$22.4M
3
BIA
Barry Investment Advisors
Massachusetts
-$18M
4
IA
IFP Advisors
Florida
-$10.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
51
Raymond James & Associates
Florida
$870K +$363K +2,163 +72%
ACM
52
AlphaStar Capital Management
North Carolina
$816K +$816K +4,707 New
TPA
53
Trivium Point Advisory
Connecticut
$787K +$787K +4,704 New
Truist Financial
54
Truist Financial
North Carolina
$786K -$107K -641 -12%
TSS
55
Two Sigma Securities
New York
$761K +$761K +4,541 New
Baird Financial Group
56
Baird Financial Group
Wisconsin
$733K -$1.11M -6,613 -60%
EH
57
Equitable Holdings
New York
$715K +$715K +4,264 New
AWM
58
AE Wealth Management
Kansas
$696K +$214K +1,275 +44%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$674K -$889K -5,305 -57%
SS
60
Simplicity Solutions
Minnesota
$636K +$233K +1,387 +58%
CA
61
Cetera Advisors
Colorado
$567K +$201K +1,201 +55%
22CM
62
20/20 Capital Management
California
$558K +$558K +3,304 New
HI
63
Hudock Inc
Pennsylvania
$554K +$57.5K +343 +12%
GHAM
64
Gilman Hill Asset Management
Connecticut
$551K -$226K -1,350 -29%
EW
65
Evoke Wealth
California
$534K -$1.1M -6,565 -67%
BMM
66
Berkshire Money Management
Massachusetts
$523K +$523K +3,119 New
APA
67
American Portfolios Advisors
New York
$482K +$35K +209 +8%
FFS
68
Founders Financial Securities
Maryland
$441K +$441K +2,628 New
BL
69
BCWM LLC
Kansas
$423K -$316K -1,888 -43%
VVP
70
Venture Visionary Partners
Ohio
$387K -$22.3K -133 -5%
SFS
71
Sowell Financial Services
Arkansas
$385K +$315K +1,878 +450%
SW
72
SkyOak Wealth
Michigan
$374K +$374K +2,233 New
ST
73
Smithfield Trust
Pennsylvania
$350K – – –
SC
74
Solstein Capital
California
$297K +$297K +1,770 New
Allianz Asset Management
75
Allianz Asset Management
Germany
$277K +$277K +1,650 New
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