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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.

New
Increased
Maintained
Reduced
Closed
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 %
CJ
76
Caitlin John
Michigan
$1.49M +$1.49M +18,390 New
Simplex Trading
77
Simplex Trading
Illinois
$1.47M +$431K +5,326 +42%
AA
78
AlphaQ Advisors
Florida
$1.45M +$770K +9,504 +114%
AFS
79
AFG Fiduciary Services
Massachusetts
$1.38M +$1.38M +17,500 New
SS
80
Simplicity Solutions
Minnesota
$1.35M +$1.35M +16,677 New
BFG
81
Bleakley Financial Group
New Jersey
$1.35M +$1.35M +16,677 New
GLR
82
Great Lakes Retirement
Ohio
$1.34M -$171K -2,115 -11%
BL
83
BCWM LLC
Kansas
$1.17M -$86.4K -1,066 -7%
MFG
84
Merit Financial Group
Georgia
$1.13M -$982K -12,115 -47%
Citadel Advisors
85
Citadel Advisors
Florida
$1.12M -$2.42M -29,845 -68%
GM
86
GeoWealth Management
Illinois
$1.08M -$86.1K -1,062 -7%
HighTower Advisors
87
HighTower Advisors
Illinois
$1.07M +$679K +8,371 +173%
DI
88
DFPG Investments
Utah
$1.06M -$122K -1,517 -10%
SFA
89
Source Financial Advisors
New York
$1.04M +$26K +321 +3%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$1.03M -$424K -5,237 -29%
ARIS
91
Advanced Research Investment Solutions
California
$1.03M -$321K -3,958 -24%
AWM
92
Accel Wealth Management
Iowa
$1.01M +$68.6K +846 +7%
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$1.01M -$141K -1,759 -12%
HF
94
HRT Financial
New York
$1M +$1M +12,353 New
TLP
95
Trinity Legacy Partners
Texas
$983K -$637K -7,864 -39%
AAS
96
Avantax Advisory Services
Texas
$973K -$552K -6,817 -36%
Goldman Sachs
97
Goldman Sachs
New York
$967K -$2.85M -35,233 -75%
BOSSRA
98
B.O.S.S. Retirement Advisors
Utah
$957K +$37.9K +468 +4%
BA
99
Ballew Advisors
Mississippi
$863K -$68.6K -905 -7%
OC
100
Oppenheimer & Co
New York
$826K +$144K +1,774 +21%
2 3
4
5 6