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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

51 hedge funds and large institutions have $219M invested in Vanguard World Funds Extended Duration ETF in 2018 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-15
Holders Change %
-22.73%
% of All Funds
1.17%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
8
Increased
17
Reduced
19
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$44.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$14.8M
3
PP
Pension Partners
New York
+$7.36M
4
LPL Financial
LPL Financial
California
+$2.77M
5
FA
Forefront Analytics
Pennsylvania
+$2.47M

Top Sellers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$43.8M
2
UCFA
United Capital Financial Advisors
Texas
-$18.3M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.9M
4
AIP
Almanack Investment Partners
Pennsylvania
-$13.4M
5
CCP
Cardan Capital Partners
Colorado
-$5.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$58.5M +$44.1M +384,473 +304%
CCP
2
Cardan Capital Partners
Colorado
$37.2M -$5.78M -50,414 -13%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$26.3M +$14.8M +129,331 +129%
LPL Financial
4
LPL Financial
California
$13.5M +$2.77M +24,194 +26%
CM
5
Cornerstone Management
Georgia
$10.1M +$399K +3,480 +4%
Morgan Stanley
6
Morgan Stanley
New York
$8.08M +$1.38M +12,082 +21%
PP
7
Pension Partners
New York
$7.36M +$7.36M +64,244 New
Wells Fargo
8
Wells Fargo
California
$6.98M -$663K -5,785 -9%
FA
9
Forefront Analytics
Pennsylvania
$6.49M +$2.47M +21,554 +61%
HMC
10
Harvard Management Company
Massachusetts
$5.1M +$64.7K +565 +1%
IA
11
IFP Advisors
Florida
$4.8M – – –
Ameriprise
12
Ameriprise
Minnesota
$4.42M +$365K +3,182 +9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.97M +$689K +6,015 +21%
VFA
14
Voya Financial Advisors
Connecticut
$3.97M -$472K -4,158 -11%
LFAS
15
Level Four Advisory Services
Texas
$3.88M +$754K +6,575 +24%
CIM
16
Cambria Investment Management
California
$2.38M +$310K +2,706 +15%
SG Americas Securities
17
SG Americas Securities
New York
$1.9M -$157K -1,369 -8%
AG
18
Advisor Group
Arizona
$1.83M -$307K -2,680 -14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.72M +$1.01M +8,775 +140%
JIR
20
James Investment Research
Ohio
$1.33M -$158K -1,378 -11%
IA
21
IFG Advisory
Georgia
$1.15M -$67.5K -605 -6%
Baird Financial Group
22
Baird Financial Group
Wisconsin
$1.04M -$10.5K -92 -1%
AA
23
Advisory Alpha
Michigan
$1.04M +$1.04M +9,068 New
MML Investors Services
24
MML Investors Services
Massachusetts
$845K +$427K +3,730 +102%
GHAM
25
Gilman Hill Asset Management
Connecticut
$814K -$93.9K -820 -10%
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