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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

181 hedge funds and large institutions have $1.24B invested in Vanguard World Funds Extended Duration ETF in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 80 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+9
Holders Change %
+5.23%
% of All Funds
2.62%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
35
Increased
80
Reduced
43
Closed
22
Calls
$33M
Puts
$32.4M
Net Calls
+$589K
Net Calls Change
-$4.67M

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$71.9M
2
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$29.7M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$70.1M
4
OA
4
Oxbow Advisors
Texas
$52.1M
5
LPL Financial
5
LPL Financial
California
$47.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$80.4M
2
HWA
2
Heartwood Wealth Advisors
Virginia
$0
3
PA
3
PFG Advisors
Arizona
$1.16M
4
HFS
4
Hantz Financial Services
Michigan
$52.9M
5
Goldman Sachs
5
Goldman Sachs
New York
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
76
Dynamic Advisor Solutions
Arizona
$1.28M +$120K +1,500 +10%
MAWA
77
Moss Adams Wealth Advisors
Washington
$1.27M +$1.27M +15,902 New
Comerica Bank
78
Comerica Bank
Texas
$1.21M -$97.7K -1,226 -7%
P
79
&Partners
Tennessee
$1.17M +$1.17M +14,524 New
PA
80
PFG Advisors
Arizona
$1.16M -$6.62M -83,141 -85%
AIP
81
Almanack Investment Partners
Pennsylvania
$1.15M +$11.6K +146 +1%
NWM
82
Napa Wealth Management
California
$1.14M +$276K +3,464 +32%
CA
83
CWC Advisors
Oregon
$1.12M +$1.12M +14,066 New
Jones Financial Companies
84
Jones Financial Companies
Missouri
$1.11M +$752K +9,394 +210%
IWM
85
IHT Wealth Management
Illinois
$1.07M -$221K -2,779 -17%
Goldman Sachs
86
Goldman Sachs
New York
$1.05M -$5.26M -66,034 -83%
CJ
87
Caitlin John
Michigan
$1.03M +$961K +13,633 +1,464%
SPIA
88
Steward Partners Investment Advisory
New York
$1.03M +$48.1K +604 +5%
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$994K +$994K +12,476 New
SAG
90
SageView Advisory Group
California
$980K – – –
National Bank of Canada
91
National Bank of Canada
Quebec, Canada
$979K +$90.9K +1,141 +10%
OPS
92
Orion Portfolio Solutions
Nebraska
$977K +$100K +1,260 +11%
BCI
93
Brinker Capital Investments
Pennsylvania
$977K +$100K +1,260 +11%
DWM
94
Drive Wealth Management
Utah
$915K -$319K -4,000 -26%
AI
95
Atria Investments
North Carolina
$885K +$225K +2,821 +34%
Koshinski Asset Management
96
Koshinski Asset Management
Illinois
$865K +$70.9K +890 +9%
IFWM
97
Institute for Wealth Management
Colorado
$860K – – –
AFS
98
AFG Fiduciary Services
Massachusetts
$817K – – –
LTL
99
Lowery Thomas LLC
California
$787K +$787K +9,874 New
BA
100
Ballew Advisors
Mississippi
$780K -$29.9K -397 -4%
2 3
4
5 6