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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

109 hedge funds and large institutions have $647M invested in Vanguard World Funds Extended Duration ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.41%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.27%
New
34
Increased
34
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$119M
2
QAM
Q3 Asset Management
Michigan
+$19.8M
3
CCP
Cardan Capital Partners
Colorado
+$17.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$16.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$23.3M
2
FS
Ferguson Shapiro
Georgia
-$22.4M
3
BIA
Barry Investment Advisors
Massachusetts
-$18M
4
IA
IFP Advisors
Florida
-$10.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
101
Steward Partners Investment Advisory
New York
$11K +$11K +66 New
AIP
102
Ameritas Investment Partners
Nebraska
$7K – – –
BAM
103
Barrett Asset Management
New York
$7K – – –
PA
104
Parallel Advisors
California
$4K -$18.1K -122 -82%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
FGAM
106
Financial Gravity Asset Management
Texas
$3.33K -$207K -1,242 -98%
SL
107
Savior LLC
Massachusetts
$2K – – –
US Bancorp
108
US Bancorp
Minnesota
$1K +$1K +7 New
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$838 – – –
FS
110
Ferguson Shapiro
Georgia
– -$22.4M -172,130 Closed
Citadel Advisors
111
Citadel Advisors
Florida
– -$6.23M -47,950 Closed
HMC
112
Harvard Management Company
Massachusetts
– -$6.14M -47,266 Closed
FIM
113
Freedom Investment Management
Connecticut
– -$2.77M -21,327 Closed
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
– -$2.12M -16,283 Closed
CIBC World Market
115
CIBC World Market
Ontario, Canada
– -$1.02M -7,840 Closed
Goldman Sachs
116
Goldman Sachs
New York
– -$553K -4,257 Closed
HWA
117
HCR Wealth Advisors
California
– -$510K -3,925 Closed
SCM
118
Symons Capital Management
Pennsylvania
– -$488K -3,751 Closed
AI
119
Atria Investments
North Carolina
– -$370K -2,843 Closed
SCA
120
Sage Capital Advisors
South Dakota
– -$320K -2,460 Closed
Cetera Investment Advisers
121
Cetera Investment Advisers
Illinois
– -$235K -1,791 Closed
WCM
122
Wealthcare Capital Management
Virginia
– -$26K -200 Closed
TA
123
TFG Advisers
Michigan
– -$25K -200 Closed
JFA
124
JNBA Financial Advisors
Minnesota
– -$8K -59 Closed
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