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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
126
Simplex Trading
Illinois
$143K +$140K +1,612 +4,030%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$138K +$20.8K +239 +18%
RIA
128
Realta Investment Advisors
Delaware
$129K +$129K +1,485 New
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$111K -$185K -2,126 -62%
CIAS
130
Capital Investment Advisory Services
North Carolina
$99.5K +$21.5K +247 +28%
SPIA
131
Steward Partners Investment Advisory
New York
$93.1K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$74.6K +$74.6K +857 New
CWA
133
Clearview Wealth Advisors
Oregon
$57.3K -$3.14K -36 -5%
US Bancorp
134
US Bancorp
Minnesota
$43.5K +$43.5K +500 New
CG
135
Cutler Group
California
$43K +$35.3K +411 +462%
OLVIG
136
Oliver Lagore Vanvalin Investment Group
Michigan
$41.9K +$41.9K +481 New
HT
137
Headlands Technologies
Illinois
$31.4K +$31.4K +361 New
SWM
138
Spire Wealth Management
Virginia
$25.9K – – –
FCG
139
Financial Connections Group
California
$15K +$87 +1 +0.6%
HIA
140
Harbor Investment Advisory
Maryland
$9.49K +$9.06K +104 +2,080%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$7.49K +$7.49K +86 New
RCM
142
Rain Capital Management
Oregon
$6.76K +$87 +1 +1%
GWM
143
Geneos Wealth Management
Colorado
$5.14K -$49.5K -568 -91%
IPW
144
Impact Partnership Wealth
Georgia
$4.44K +$4.44K +51 New
AIP
145
Ameritas Investment Partners
Nebraska
$4.09K – – –
ODG
146
O'Dell Group
Ohio
$2.61K +$2.61K +30 New
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$2.09K -$11.4K -131 -85%
AWM
148
Abound Wealth Management
Tennessee
$2.09K +$2.09K +24 New
GRP
149
Global Retirement Partners
California
$1.94K – – –
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +13 New
4 5
6
7 8