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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

172 hedge funds and large institutions have $957M invested in Vanguard World Funds Extended Duration ETF in 2024 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 70 increasing their positions, 45 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+2
Holders Change %
+1.18%
% of All Funds
2.5%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
37
Increased
70
Reduced
45
Closed
31
Calls
$18M
Puts
$12.7M
Net Calls
+$5.26M
Net Calls Change
+$8.31M

Top Buyers

1
OA
1
Oxbow Advisors
Texas
$26.2M
2
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$40.8M
3
HPG
3
Harvest Portfolios Group
Ontario, Canada
$14.3M
4
FF
4
Fluent Financial
Texas
$20.8M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$71.6M

Top Sellers

1
Jane Street
1
Jane Street
New York
$0
2
AFWM
2
AMJ Financial Wealth Management
Virginia
$0
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$1.64M
4
TWC
4
TD Waterhouse Canada
Ontario, Canada
$54.4K
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$1.07M +$300K +4,090 +39%
BL
77
BCWM LLC
Kansas
$1.06M +$32.4K +442 +3%
AIP
78
Almanack Investment Partners
Pennsylvania
$1.05M -$348K -4,742 -25%
SAG
79
SageView Advisory Group
California
$903K +$903K +12,301 New
SPIA
80
Steward Partners Investment Advisory
New York
$901K +$22K +300 +3%
OPS
81
Orion Portfolio Solutions
Nebraska
$808K +$37.1K +506 +5%
BCI
82
Brinker Capital Investments
Pennsylvania
$808K +$37.1K +506 +5%
AFS
83
AFG Fiduciary Services
Massachusetts
$807K -$477K -6,500 -37%
NWM
84
Napa Wealth Management
California
$799K +$799K +10,881 New
IFWM
85
Institute for Wealth Management
Colorado
$793K +$106K +1,447 +15%
BA
86
Ballew Advisors
Mississippi
$792K -$16.9K -229 -2%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$787K +$26.1K +370 +3%
TFA
88
Tranquilli Financial Advisor
New Jersey
$772K -$609K -8,604 -44%
MAWAG
89
Mid-American Wealth Advisory Group
Missouri
$745K +$402K +5,479 +117%
EFM
90
E Fund Management
China
$734K +$734K +10,000 New
EFMH
91
E Fund Management (HK)
Hong Kong
$734K +$734K +10,000 New
Koshinski Asset Management
92
Koshinski Asset Management
Illinois
$730K +$94.5K +1,291 +15%
CWM
93
Centric Wealth Management
Illinois
$660K +$660K +8,967 New
VI
94
VanderPol Investments
Michigan
$645K +$45K +613 +8%
GM
95
GeoWealth Management
Illinois
$637K +$14.8K +202 +2%
MFG
96
Merit Financial Group
Georgia
$618K -$490K -6,681 -44%
AI
97
Atria Investments
North Carolina
$608K +$608K +8,289 New
Parallax Volatility Advisers
98
Parallax Volatility Advisers
California
$608K +$608K +8,280 New
RF
99
RHS Financial
California
$594K +$138K +1,884 +30%
SW
100
Simplicity Wealth
New Jersey
$582K -$125K -1,705 -18%
2 3
4
5 6