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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

109 hedge funds and large institutions have $647M invested in Vanguard World Funds Extended Duration ETF in 2020 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+15
Holders Change %
+15.96%
% of All Funds
2.41%
Holding in Top 10
12
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+71.43%
% of All Funds
0.27%
New
34
Increased
34
Reduced
32
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
+$119M
2
QAM
Q3 Asset Management
Michigan
+$19.8M
3
CCP
Cardan Capital Partners
Colorado
+$17.6M
4
IWC
Integrated Wealth Concepts
Massachusetts
+$16.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$13.4M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$23.3M
2
FS
Ferguson Shapiro
Georgia
-$22.4M
3
BIA
Barry Investment Advisors
Massachusetts
-$18M
4
IA
IFP Advisors
Florida
-$10.9M
5
AIP
Almanack Investment Partners
Pennsylvania
-$10.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMIO
1
Beacon Capital Management Inc (Ohio)
Ohio
$171M +$119M +707,061 +225%
Bank of America
2
Bank of America
North Carolina
$62.6M -$381K -2,270 -0.6%
UBS Group
3
UBS Group
Switzerland
$47.5M -$4.28M -25,511 -8%
AIP
4
Almanack Investment Partners
Pennsylvania
$34.4M -$10.7M -63,779 -24%
CCP
5
Cardan Capital Partners
Colorado
$29.4M +$17.6M +104,924 +149%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$22.6M +$13.4M +79,768 +145%
QAM
7
Q3 Asset Management
Michigan
$19.8M +$19.8M +118,210 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$16.8M +$16.8M +100,241 New
Osaic Holdings
9
Osaic Holdings
Arizona
$16.4M +$16.4M +97,811 New
Morgan Stanley
10
Morgan Stanley
New York
$15.6M -$23.3M -138,944 -60%
Jane Street
11
Jane Street
New York
$14.3M +$12.7M +75,699 +808%
Ameriprise
12
Ameriprise
Minnesota
$13.3M -$4.37M -25,981 -25%
FAIM
13
Financial Advocates Investment Management
Washington
$13.2M +$6.53M +38,924 +98%
BlackRock
14
BlackRock
New York
$12.3M +$12.1M +72,187 +6,056%
RCS
15
Retirement Capital Strategies
California
$11.4M +$11.4M +68,009 New
FHA
16
Flagship Harbor Advisors
Massachusetts
$11.4M +$6.17M +36,784 +119%
LPL Financial
17
LPL Financial
California
$10.9M -$3.47M -20,715 -24%
FA
18
Forefront Analytics
Pennsylvania
$9.96M -$7.75M -46,249 -44%
Wells Fargo
19
Wells Fargo
California
$9.31M -$8.32M -49,602 -47%
IA
20
IFP Advisors
Florida
$8.12M -$10.9M -65,771 -57%
WI
21
WBI Investments
New Jersey
$6.74M +$6.74M +40,178 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$6.41M +$3.87M +23,056 +152%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$6.12M +$5.49M +32,746 +873%
CA
24
Cambridge Associates
Massachusetts
$5.23M -$1M -6,025 -16%
PCP
25
Proficio Capital Partners
Massachusetts
$5.17M +$3.61M +20,585 +231%
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