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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

152 hedge funds and large institutions have $763M invested in Vanguard World Funds Extended Duration ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 24 closing their positions.

Holders
152
Holders Change
+26
Holders Change %
+20.63%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
50
Increased
58
Reduced
35
Closed
24
Calls
$9.18M
Puts
$13.2M
Net Calls
-$4.03M
Net Calls Change
-$6.64M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$27.1M
2
AWM
2
AE Wealth Management
Kansas
$30.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.2M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.9M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$12.5M
2
TI
2
Tidal Investments
Wisconsin
$0
3
UBS Group
3
UBS Group
Switzerland
$11.8M
4
LPL Financial
4
LPL Financial
California
$10.4M
5
FGA
5
Fortis Group Advisors
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
AWE
101
Avidian Wealth Enterprises
Texas
$452K 5,194 -847 -14%
IA
102
IFP Advisors
Florida
$431K 4,954 +701 +16%
ACP
103
Aveo Capital Partners
Colorado
$425K 4,881 -911 -16%
Wealth Enhancement Advisory Services
104
Wealth Enhancement Advisory Services
Minnesota
$388K 4,453 +4,453 New
GM
105
GeoWealth Management
Illinois
$385K 4,425 +4,425 New
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$358K 4,112 +1,395 +51%
SFA
107
Source Financial Advisors
New York
$355K 4,080 +4,080 New
Vontobel Holding
108
Vontobel Holding
Switzerland
$350K 4,021 +4,021 New
MC
109
Moors & Cabot
Massachusetts
$330K 3,788 +706 +23%
VAS
110
Vestmark Advisory Solutions
Massachusetts
$276K 3,172 +3,172 New
LEFP
111
Leading Edge Financial Planning
Tennessee
$268K 3,074 +248 +9%
FPCP
112
Fort Point Capital Partners
California
$267K 3,065 – –
AWA
113
Authentikos Wealth Advisory
California
$254K 2,921 +2,921 New
RF
114
RHS Financial
California
$254K 2,920 -290 -9%
GC
115
Guidance Capital
Kentucky
$252K 3,245 +3,245 New
AFO
116
Arrowroot Family Office
California
$239K 2,741 +115 +4%
NFSG
117
Newbridge Financial Services Group
Florida
$238K 2,733 +2,680 +5,057%
KPWS
118
Kestra Private Wealth Services
Texas
$236K 2,711 -22 -0.8%
OFG
119
OmniStar Financial Group
North Carolina
$213K 2,447 +2,447 New
MA
120
Mutual Advisors
Nebraska
$210K 2,408 +2,408 New
MSFS
121
Main Street Financial Solutions
Pennsylvania
$206K 2,370 -731 -24%
NCG
122
Newport Capital Group
New Jersey
$206K 2,366 +2,366 New
CIBC World Market
123
CIBC World Market
Ontario, Canada
$205K 2,350 +100 +4%
WAM
124
Worth Asset Management
Texas
$163K 1,867 +1,161 +164%
CSPIA
125
Cary Street Partners Investment Advisory
Virginia
$157K 1,800 +1,800 New
3 4
5
6 7