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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

184 hedge funds and large institutions have $1.2B invested in Vanguard World Funds Extended Duration ETF in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 57 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+41
Holders Change %
+28.67%
% of All Funds
2.7%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.21%
New
65
Increased
57
Reduced
54
Closed
24
Calls
$9.16M
Puts
$14.7M
Net Calls
-$5.51M
Net Calls Change
-$422K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$125M
2
Ameriprise
Ameriprise
Minnesota
$110M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$69M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$34.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$87.3M

Top Sellers

1
AFP
Ausdal Financial Partners
Iowa
$0
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.51M
3
BA
Bridge Advisory
California
$2.26M
4
EW
Evoke Wealth
California
$0
5
PPW
Pasadena Private Wealth
California
$330K
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
126
Vontobel Holding
Switzerland
$326K – – –
GC
127
Guidance Capital
Kentucky
$296K +$19.7K +245 +7%
AP
128
Aspect Partners
Virginia
$293K +$293K +3,619 New
VF
129
Virtu Financial
New York
$273K +$273K +3,373 New
HWP
130
Heritage Wealth Partners
Ohio
$261K -$10.1K -125 -4%
IC
131
IEQ Capital
California
$259K +$259K +3,200 New
BA
132
Bristlecone Advisors
Washington
$258K +$258K +3,179 New
AFO
133
Arrowroot Family Office
California
$257K +$257K +3,176 New
WS
134
Wedbush Securities
California
$256K +$256K +3,163 New
SC
135
Sepio Capital
Utah
$252K -$1.04M -12,829 -81%
BFA
136
Beaumont Financial Advisors
Massachusetts
$249K -$211K -2,604 -46%
CIA
137
Capital Investment Advisors
Georgia
$243K +$243K +3,000 New
FPCP
138
Fort Point Capital Partners
California
$234K -$137K -1,694 -37%
KPWS
139
Kestra Private Wealth Services
Texas
$230K +$230K +2,843 New
OFG
140
OmniStar Financial Group
North Carolina
$224K +$224K +2,763 New
KP
141
Keel Point
Alabama
$219K +$219K +2,697 New
AWA
142
Authentikos Wealth Advisory
California
$211K -$68.9K -850 -25%
DC
143
Davenport & Co
Virginia
$209K +$209K +2,583 New
AWE
144
Avidian Wealth Enterprises
Texas
$208K -$217K -2,676 -51%
RFG
145
Range Financial Group
Oregon
$205K +$205K +2,534 New
GHAM
146
Gilman Hill Asset Management
Connecticut
$205K +$205K +2,525 New
Manulife (Manufacturers Life Insurance)
147
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$200K +$200K +2,472 New
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$194K – – –
Fidelity Investments
149
Fidelity Investments
Massachusetts
$109K -$81 -1 -0.1%
CYG
150
Clean Yield Group
Vermont
$97.2K +$97.2K +1,200 New
4 5
6
7 8