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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 %
BCMLT
151
Beacon Capital Management LLC (Tennessee)
Tennessee
$784 – – –
HNB
152
Huntington National Bank
Ohio
$87 -$91 – –
RWPA
153
Richard W. Paul & Associates
Michigan
$87 +$87 +1 New
TI
154
Tidal Investments
Wisconsin
– -$14.1M -155,382 Closed
LBIM
155
Land & Buildings Investment Management
Connecticut
– -$3.28M -36,200 Closed
JWWM
156
Johnson & White Wealth Management
Pennsylvania
– -$2.44M -26,920 Closed
CW
157
Connectus Wealth
Ohio
– -$1.56M -17,236 Closed
WP
158
WealthSource Partners
California
– -$1.55M -17,112 Closed
FTUS
159
Flow Traders U.S.
New York
– -$968K -10,696 Closed
WA
160
WESPAC Advisors
California
– -$866K -9,568 Closed
BCM
161
Brookstone Capital Management
Illinois
– -$592K -6,792 Closed
WDC
162
Woodward Diversified Capital
California
– -$346K -3,818 Closed
PA
163
PFG Advisors
Arizona
– -$333K -3,682 Closed
DWM
164
Darwin Wealth Management
Florida
– -$286K -3,276 Closed
Renaissance Technologies
165
Renaissance Technologies
New York
– -$290K -3,200 Closed
VF
166
Virtu Financial
New York
– -$274K -3,022 Closed
VAM
167
Verity Asset Management
North Carolina
– -$265K -2,924 Closed
LFP
168
Leeward Financial Partners
Washington
– -$256K -2,832 Closed
RA
169
RFG Advisory
Alabama
– -$204K -2,257 Closed
AAS
170
Ameritas Advisory Services
Nebraska
– -$178K -1,972 Closed
BAM
171
Belpointe Asset Management
Nevada
– -$81.5K -900 Closed
PA
172
Parallel Advisors
California
– -$49.8K -550 Closed
SC
173
SouthState Corp
Florida
– -$30.7K -339 Closed
BAAM
174
Baker Avenue Asset Management
California
– -$9.03K -100 Closed
FGAM
175
Financial Gravity Asset Management
Texas
– -$1.67K -91 Closed
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