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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

111 hedge funds and large institutions have $480M invested in Vanguard World Funds Extended Duration ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
29
Increased
40
Reduced
30
Closed
24
Calls
$5.01M
Puts
$4.87M
Net Calls
+$137K
Net Calls Change
-$8.52M

Top Buyers

1
MAM
Madison Asset Management
Wisconsin
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.9M
3
LPT
Legacy Private Trust
Wisconsin
$8.77M
4
LJAC
L.J. Altfest & Co
New York
$8.11M
5
QAM
Q3 Asset Management
Michigan
$8.06M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
IA
IFP Advisors
Florida
$606K
3
TWC
TD Waterhouse Canada
Ontario, Canada
$876K
4
Goldman Sachs
Goldman Sachs
New York
$7.63M
5
FS
Ferguson Shapiro
Georgia
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
76
Avantax Advisory Services
Texas
$217K +$217K +2,625 New
RF
77
RHS Financial
California
$211K +$211K +2,552 New
VCWA
78
Vanguard Capital Wealth Advisors
Colorado
$209K +$209K +2,522 New
AA
79
Ancora Advisors
Ohio
$207K – – –
RA
80
RFG Advisory
Alabama
$207K +$207K +2,262 New
Citadel Advisors
81
Citadel Advisors
Florida
$207K -$2.8M -33,840 -93%
HWMA
82
Heritage Wealth Management (Arizona)
Arizona
$153K +$153K +1,842 New
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$137K +$104K +1,252 +317%
CAL
84
Capital Analysts LLC
Pennsylvania
$109K +$12.2K +148 +13%
CIAS
85
Capital Investment Advisory Services
North Carolina
$74.2K +$58K +700 +357%
PA
86
Parallel Advisors
California
$45.6K -$580 -7 -1%
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$37K -$2.88K -35 -7%
Simplex Trading
88
Simplex Trading
Illinois
$36K +$24.4K +297 +211%
AWM
89
Accel Wealth Management
Iowa
$30.2K +$13.6K +164 +82%
CS
90
Credit Suisse
Switzerland
$25.8K – – –
SWM
91
Spire Wealth Management
Virginia
$25K – – –
USCWA
92
U.S. Capital Wealth Advisors
Texas
$16.6K +$16.6K +200 New
FCG
93
Financial Connections Group
California
$14K -$8.11K -99 -37%
MCC
94
Money Concepts Capital
Florida
$8.18K +$8.18K +99 New
GRP
95
Global Retirement Partners
California
$8.05K -$1.33K -16 -14%
NFSG
96
Newbridge Financial Services Group
Florida
$7.21K – – –
CG
97
Cutler Group
California
$7K +$7K +89 New
RCM
98
Rain Capital Management
Oregon
$6.38K +$6.38K +77 New
AWM
99
Accurate Wealth Management
Florida
$4.99K +$4.99K +57 New
GWM
100
Geneos Wealth Management
Colorado
$4.89K – – –
2 3
4
5 6