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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.

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 %
BIP
51
Bouvel Investment Partners
Pennsylvania
$3.66M -$40.7K -502 -1%
OL
52
Owen LaRue
Kentucky
$3.62M +$3.62M +44,696 New
TA
53
Tectonic Advisors
Texas
$3.57M +$373K +4,604 +12%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$3.51M -$9.21M -113,702 -72%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$3.31M +$3.31M +40,883 New
Cetera Investment Advisers
56
Cetera Investment Advisers
Illinois
$3.18M +$2.75M +33,933 +641%
GWA
57
GGM Wealth Advisors
Maryland
$2.89M +$2.89M +38,694 New
MAM
58
Madison Asset Management
Wisconsin
$2.84M -$1.58M -19,448 -36%
Stifel Financial
59
Stifel Financial
Missouri
$2.57M -$752K -9,273 -23%
IA
60
IFP Advisors
Florida
$2.49M +$2.21M +27,332 +807%
TFA
61
Tranquilli Financial Advisor
New Jersey
$2.41M +$2.41M +29,718 New
JWWM
62
Johnson & White Wealth Management
Pennsylvania
$2.4M +$78.1K +964 +3%
BA
63
Bridge Advisory
California
$2.26M -$6.53M -80,555 -74%
LJAC
64
L.J. Altfest & Co
New York
$2.23M +$2.23M +27,535 New
Northern Trust
65
Northern Trust
Illinois
$2.15M +$570K +7,032 +36%
MSFS
66
Main Street Financial Solutions
Pennsylvania
$2.11M +$2.11M +26,068 New
CA
67
Cetera Advisors
Colorado
$2.1M +$846K +10,438 +67%
CG
68
Cutler Group
California
$1.95M +$1.95M +24,010 New
JPMorgan Chase & Co
69
JPMorgan Chase & Co
New York
$1.86M -$612K -7,557 -25%
Mariner
70
Mariner
Kansas
$1.83M -$823K -10,153 -31%
AI
71
Atria Investments
North Carolina
$1.77M +$1.77M +21,796 New
ETC
72
Exchange Traded Concepts
Oklahoma
$1.69M +$1.69M +20,812 New
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$1.56M -$161K -1,983 -9%
RCS
74
Retirement Capital Strategies
California
$1.51M +$1.51M +18,643 New
SIC
75
Samalin Investment Counsel
New York
$1.49M +$1.49M +18,427 New
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