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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

170 hedge funds and large institutions have $989M invested in Vanguard World Funds Extended Duration ETF in 2024 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 59 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
170
Holders Change
-14
Holders Change %
-7.61%
% of All Funds
2.46%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
28
Increased
62
Reduced
59
Closed
39
Calls
$11.2M
Puts
$14.3M
Net Calls
-$3.05M
Net Calls Change
+$2.45M

Top Buyers

1
Jane Street
Jane Street
New York
$38.8M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$15.5M
3
HWA
Heartwood Wealth Advisors
Virginia
$12M
4
LPL Financial
LPL Financial
California
$25.5M
5
OL
Owen LaRue
Kentucky
$12.2M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
$20.9M
2
Morgan Stanley
Morgan Stanley
New York
$62.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$33.8M
4
AWM
AE Wealth Management
Kansas
$11.9M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
126
IEQ Capital
California
$245K – – –
BA
127
Bristlecone Advisors
Washington
$244K – – –
TSS
128
Two Sigma Securities
New York
$233K +$233K +3,045 New
LFAS
129
Level Four Advisory Services
Texas
$225K +$225K +2,775 New
AWA
130
Authentikos Wealth Advisory
California
$217K +$17.5K +229 +9%
Qube Research & Technologies (QRT)
131
Qube Research & Technologies (QRT)
United Kingdom
$184K – – –
AP
132
Aspect Partners
Virginia
$173K -$105K -1,366 -38%
GRP
133
Global Retirement Partners
California
$112K +$30.6K +400 +38%
Jones Financial Companies
134
Jones Financial Companies
Missouri
$106K +$106K +1,381 New
BFP
135
Briaud Financial Planning
Texas
$91K +$91K +1,176 New
CJ
136
Caitlin John
Michigan
$75.1K -$1.33M -17,410 -95%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$72.8K – – –
CA
138
Crewe Advisors
Utah
$65.3K – – –
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$59.7K -$31.6K -413 -35%
PA
140
Pineridge Advisors
Missouri
$54.7K +$460 +6 +0.8%
RIL
141
Rothschild Investment LLC
Illinois
$47.9K +$47.9K +625 New
CYG
142
Clean Yield Group
Vermont
$46K -$46K -600 -50%
HIA
143
Harbor Investment Advisory
Maryland
$33.7K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$27.7K -$74.9K -978 -73%
ETC
145
Exchange Traded Concepts
Oklahoma
$26.4K -$1.57M -20,468 -98%
PK
146
Pflug Koory
Nebraska
$25.7K – – –
CCA
147
Criterion Capital Advisors
Tennessee
$25.3K – – –
CIA
148
Cape Investment Advisory
Georgia
$25.2K -$28.5K -372 -53%
SWM
149
Spire Wealth Management
Virginia
$18.2K – – –
RCM
150
Rain Capital Management
Oregon
$18.2K +$18.2K +238 New
4 5
6
7 8