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

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$62.3M
3
BCMIO
3
Beacon Capital Management Inc (Ohio)
Ohio
$33.8M
4
AWM
4
AE Wealth Management
Kansas
$11.9M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$68.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
151
Kozak & Associates
Colorado
$17.7K +$17.7K +241 New
CPG
152
Custom Portfolio Group
Colorado
$17.3K – – –
PS
153
Principal Securities
Iowa
$10.9K +$3.6K +47 +49%
NFSG
154
Newbridge Financial Services Group
Florida
$9.19K – – –
CFGS
155
Concourse Financial Group Securities
Alabama
$7.66K – – –
CUAMC
156
China Universal Asset Management Company
China
$6.74K -$3.64M -47,534 -100%
Bank of Montreal
157
Bank of Montreal
Ontario, Canada
$5.75K -$17K -222 -75%
AssetMark Inc
158
AssetMark Inc
California
$5.44K +$5.44K +71 New
CA
159
CoreCap Advisors
Michigan
$5.44K +$5.44K +71 New
SIS
160
Sound Income Strategies
Florida
$4.6K +$4.6K +60 New
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$4.21K +$3.06K +40 +267%
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$4K +$3.09K +44 +338%
AIP
163
Ameritas Investment Partners
Nebraska
$3.6K -$16.2K -211 -82%
OSAM
164
O'Shaughnessy Asset Management
Connecticut
$3.29K +$3.29K +43 New
TPCW
165
TD Private Client Wealth
New York
$2.76K +$2.76K +36 New
TFGT
166
TS Financial Group (TSFG)
Illinois
$2K +$2K +26 New
RWPA
167
Richard W. Paul & Associates
Michigan
$778 – – –
BCMLT
168
Beacon Capital Management LLC (Tennessee)
Tennessee
$689 – – –
FFA
169
Founders Financial Alliance
North Carolina
$306 – – –
HNB
170
Huntington National Bank
Ohio
$77 -$81 – –
OLVIG
171
Oliver Lagore Vanvalin Investment Group
Michigan
$76 -$5.4K -71 -99%
GS
172
GTS Securities
New York
– -$8.84M -109,040 Closed
FGA
173
Fortis Group Advisors
New Jersey
– -$8.54M -94,355 Closed
GWA
174
GGM Wealth Advisors
Maryland
– -$2.89M -38,694 Closed
BA
175
Bridge Advisory
California
– -$2.26M -27,870 Closed
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