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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 %
JIR
76
James Investment Research
Ohio
$276K +$192K +1,148 +230%
SCA
77
Spearhead Capital Advisors
Florida
$260K +$260K +1,550 New
SAM
78
Secure Asset Management
Michigan
$239K +$239K +1,428 New
BIA
79
Barry Investment Advisors
Massachusetts
$235K -$18M -106,907 -99%
RA
80
RFG Advisory
Alabama
$227K +$227K +1,353 New
FAAS
81
First Allied Advisory Services
California
$222K +$222K +1,326 New
BAC
82
Boys Arnold & Co
North Carolina
$210K +$210K +1,250 New
SI
83
Stephens Inc
Arkansas
$205K +$205K +1,223 New
BAM
84
BTS Asset Management
Massachusetts
$201K +$115K +868 +133%
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$161K -$56.5K -336 -26%
Citigroup
86
Citigroup
New York
$122K -$3.53M -21,150 -97%
GWM
87
Geneos Wealth Management
Colorado
$99K +$39.3K +230 +66%
JPMorgan Chase & Co
88
JPMorgan Chase & Co
New York
$76K +$76K +454 New
Fidelity Investments
89
Fidelity Investments
Massachusetts
$68K -$205K -1,221 -75%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$58K +$45.6K +273 +369%
TRCT
91
Tower Research Capital (TRC)
New York
$56K -$44K -264 -44%
PCM
92
Penserra Capital Management
California
$47K +$47K +288 New
MAM
93
Meeder Asset Management
Ohio
$29K +$21K +123 +262%
OPS
94
Orion Portfolio Solutions
Nebraska
$29K +$21K +123 +262%
CIAS
95
Capital Investment Advisory Services
North Carolina
$27K -$84.4K -500 -76%
ASN
96
Advisory Services Network
Georgia
$20K -$1.71K -10 -8%
HI
97
Hoey Investments
Pennsylvania
$17K – – –
GRP
98
Global Retirement Partners
California
$13K – – –
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$11K – – –
MF
100
Manchester Financial
California
$11K +$11K +65 New
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4
5