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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

170 hedge funds and large institutions have $989M invested in Vanguard World Funds Extended Duration ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
28
Increased
62
Reduced
59
Closed
39
Calls
$11.2M
Puts
$14.3M
Net Calls
-$3.05M
Net Calls Change
+$2.45M

Top Buyers

1
Jane Street
1
Jane Street
New York
$38.8M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$15.5M
3
HWA
3
Heartwood Wealth Advisors
Virginia
$12M
4
LPL Financial
4
LPL Financial
California
$25.5M
5
OL
5
Owen LaRue
Kentucky
$12.2M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.3M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$33.8M
4
AWM
4
AE Wealth Management
Kansas
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TLP
76
Trinity Legacy Partners
Texas
$1.44M +$510K +6,663 +55%
AFS
77
AFG Fiduciary Services
Massachusetts
$1.28M – – –
Comerica Bank
78
Comerica Bank
Texas
$1.27M +$636K +8,308 +100%
Envestnet Portfolio Solutions
79
Envestnet Portfolio Solutions
Illinois
$1.26M -$1.87M -24,441 -60%
AA
80
AlphaQ Advisors
Florida
$1.24M -$132K -1,726 -10%
HighTower Advisors
81
HighTower Advisors
Illinois
$1.23M +$226K +2,960 +22%
GLR
82
Great Lakes Retirement
Ohio
$1.2M -$71.3K -931 -6%
AWM
83
Accel Wealth Management
Iowa
$1.16M +$198K +2,586 +21%
Wolverine Trading
84
Wolverine Trading
Illinois
$1.1M +$440K +5,744 +66%
BL
85
BCWM LLC
Kansas
$1.07M -$41.5K -542 -4%
MFG
86
Merit Financial Group
Georgia
$1.07M +$86.4K +1,221 +9%
CG
87
Cutler Group
California
$1.06M -$774K -10,110 -42%
GSC
88
Ground Swell Capital
South Carolina
$1,000K +$1,000K +13,053 New
SPIA
89
Steward Partners Investment Advisory
New York
$917K +$583K +7,611 +174%
OPS
90
Orion Portfolio Solutions
Nebraska
$804K +$311K +4,058 +63%
BCI
91
Brinker Capital Investments
Pennsylvania
$804K +$311K +4,058 +63%
DAS
92
Dynamic Advisor Solutions
Arizona
$803K +$803K +10,478 New
Susquehanna International Group
93
Susquehanna International Group
Pennsylvania
$785K +$785K +10,249 New
BA
94
Ballew Advisors
Mississippi
$784K -$27.9K -391 -3%
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$767K -$125K -1,756 -14%
BFG
96
Bleakley Financial Group
New Jersey
$738K -$540K -7,044 -42%
SW
97
Simplicity Wealth
New Jersey
$738K +$738K +9,633 New
CWM
98
Comprehensive Wealth Management
Washington
$722K +$88.7K +1,158 +14%
IFWM
99
Institute for Wealth Management
Colorado
$716K -$17.7K -231 -2%
OC
100
Oppenheimer & Co
New York
$706K -$75.5K -986 -10%
2 3
4
5 6