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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

94 hedge funds and large institutions have $394M invested in Vanguard World Funds Extended Duration ETF in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-2
Holders Change %
-2.08%
% of All Funds
1.86%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.14%
New
20
Increased
34
Reduced
29
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
Almanack Investment Partners
Pennsylvania
+$9.79M
2
Citadel Advisors
Citadel Advisors
Florida
+$6.23M
3
IA
IFP Advisors
Florida
+$6.2M
4
Bank of America
Bank of America
North Carolina
+$5.4M
5
FIM
Freedom Investment Management
Connecticut
+$2.77M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$110M
2
IWC
Integrated Wealth Concepts
Massachusetts
-$23.3M
3
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
-$11.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$11.3M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$48.9M +$5.4M +41,565 +12%
BCMIO
2
Beacon Capital Management Inc (Ohio)
Ohio
$40.9M -$11.5M -88,649 -22%
UBS Group
3
UBS Group
Switzerland
$40.1M +$1.33M +10,254 +3%
AIP
4
Almanack Investment Partners
Pennsylvania
$35M +$9.79M +75,286 +39%
Morgan Stanley
5
Morgan Stanley
New York
$30.2M -$160K -1,232 -0.5%
FS
6
Ferguson Shapiro
Georgia
$22.4M +$22.4M +172,130 New
IA
7
IFP Advisors
Florida
$15.2M +$6.2M +46,857 +69%
BIA
8
Barry Investment Advisors
Massachusetts
$14.4M -$169K -1,267 -1%
FA
9
Forefront Analytics
Pennsylvania
$13.7M +$99.9K +768 +0.7%
Wells Fargo
10
Wells Fargo
California
$13.7M -$8.72M -67,107 -39%
Ameriprise
11
Ameriprise
Minnesota
$13.6M +$1.54M +11,916 +13%
LPL Financial
12
LPL Financial
California
$11.1M -$10.6M -81,487 -49%
CCP
13
Cardan Capital Partners
Colorado
$9.17M +$316K +2,435 +4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$7.17M -$999K -7,688 -12%
Citadel Advisors
15
Citadel Advisors
Florida
$6.23M +$6.23M +47,950 New
HMC
16
Harvard Management Company
Massachusetts
$6.14M -$543K -4,176 -8%
FAIM
17
Financial Advocates Investment Management
Washington
$5.14M +$395K +3,041 +8%
CA
18
Cambridge Associates
Massachusetts
$4.87M -$476K -3,661 -9%
AG
19
Advisor Group
Arizona
$4.81M -$514K -3,953 -10%
FHA
20
Flagship Harbor Advisors
Massachusetts
$4.02M +$1.54M +11,842 +62%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$3.54M +$405K +3,119 +13%
Citigroup
22
Citigroup
New York
$2.84M +$1.8M +13,878 +173%
FIM
23
Freedom Investment Management
Connecticut
$2.77M +$2.77M +21,327 New
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$2.12M -$6.63M -50,999 -76%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$1.97M -$3.83M -29,494 -66%
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