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

Top Sellers

1
AFP
1
Ausdal Financial Partners
Iowa
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.51M
3
BA
3
Bridge Advisory
California
$2.26M
4
EW
4
Evoke Wealth
California
$0
5
PPW
5
Pasadena Private Wealth
California
$330K
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
176
Financial Gravity Asset Management
Texas
$2.68K +$1.34K +19 +100%
HT
177
Headlands Technologies
Illinois
$1.38K +$1.38K +17 New
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$1.22K – – –
TVAMP
179
Tennessee Valley Asset Management Partners
Tennessee
$1.05K +$1.05K +13 New
Carson Wealth (CWM LLC)
180
Carson Wealth (CWM LLC)
Nebraska
$1K -$1.15K -15 -54%
RWPA
181
Richard W. Paul & Associates
Michigan
$823 +$329 +4 +67%
TAM
182
Tucker Asset Management
Colorado
$729 +$729 +9 New
BCMLT
183
Beacon Capital Management LLC (Tennessee)
Tennessee
$630 – – –
FFA
184
Founders Financial Alliance
North Carolina
$324 – – –
HNB
185
Huntington National Bank
Ohio
$81 -$70 – –
AFP
186
Ausdal Financial Partners
Iowa
– -$45.2M -645,344 Closed
EW
187
Evoke Wealth
California
– -$5.48M -78,199 Closed
MIM
188
MetLife Investment Management
New Jersey
– -$3.89M -55,522 Closed
HWA
189
Heartwood Wealth Advisors
Virginia
– -$3.06M -43,663 Closed
CL
190
Choreo LLC
Illinois
– -$2.72M -38,808 Closed
AA
191
Ancora Advisors
Ohio
– -$2.59M -37,000 Closed
SC
192
Sykon Capital
New York
– -$2.23M -31,876 Closed
IWM
193
IHT Wealth Management
Illinois
– -$2.05M -29,232 Closed
AWM
194
Axxcess Wealth Management
California
– -$1.89M -27,001 Closed
Susquehanna International Group
195
Susquehanna International Group
Pennsylvania
– -$1.4M -20,036 Closed
FA
196
Fortis Advisors
Pennsylvania
– -$1.2M -17,179 Closed
Walleye Capital
197
Walleye Capital
New York
– -$894K -12,760 Closed
AWM
198
Aries Wealth Management
Maine
– -$802K -12,042 Closed
Koshinski Asset Management
199
Koshinski Asset Management
Illinois
– -$543K -7,747 Closed
QC
200
Quadrature Capital
United Kingdom
– -$444K -6,336 Closed
5 6 7
8
9