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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

111 hedge funds and large institutions have $480M invested in Vanguard World Funds Extended Duration ETF in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
29
Increased
40
Reduced
30
Closed
24
Calls
$5.01M
Puts
$4.87M
Net Calls
+$137K
Net Calls Change
-$8.52M

Top Buyers

1
MAM
Madison Asset Management
Wisconsin
$40M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$11.9M
3
LPT
Legacy Private Trust
Wisconsin
$8.77M
4
LJAC
L.J. Altfest & Co
New York
$8.11M
5
QAM
Q3 Asset Management
Michigan
$8.06M

Top Sellers

1
TI
Tidal Investments
Wisconsin
$0
2
IA
IFP Advisors
Florida
$606K
3
TWC
TD Waterhouse Canada
Ontario, Canada
$876K
4
Goldman Sachs
Goldman Sachs
New York
$7.63M
5
FS
Ferguson Shapiro
Georgia
$4.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$121M +$4.67M +56,440 +4%
MAM
2
Madison Asset Management
Wisconsin
$40M +$12.8M +154,024 +47%
Morgan Stanley
3
Morgan Stanley
New York
$29.2M +$7.74M +93,456 +36%
HFS
4
Hantz Financial Services
Michigan
$20.5M +$7.97M +96,268 +64%
Ameriprise
5
Ameriprise
Minnesota
$20.2M +$3.59M +43,242 +22%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$11.9M +$9.54M +115,116 +405%
UBS Group
7
UBS Group
Switzerland
$11.8M +$1.93M +23,300 +19%
AWM
8
AE Wealth Management
Kansas
$10.5M -$6.15M -74,296 -37%
Jane Street
9
Jane Street
New York
$9.41M -$5.79M -69,900 -38%
BA
10
Bridge Advisory
California
$9.3M +$1.71M +20,655 +23%
GIA
11
Gladstone Institutional Advisory
Florida
$9.17M -$2.97M -35,907 -24%
LPT
12
Legacy Private Trust
Wisconsin
$8.77M +$8.77M +105,845 New
Wells Fargo
13
Wells Fargo
California
$8.74M +$1.29M +15,578 +17%
LJAC
14
L.J. Altfest & Co
New York
$8.11M +$8.11M +97,916 New
LPL Financial
15
LPL Financial
California
$8.11M +$1.06M +12,791 +15%
QAM
16
Q3 Asset Management
Michigan
$8.06M +$8.06M +95,000 New
EW
17
Evoke Wealth
California
$7.83M +$4.19M +50,628 +115%
Goldman Sachs
18
Goldman Sachs
New York
$7.63M -$9.67M -116,723 -56%
RJA
19
Raymond James & Associates
Florida
$7.57M -$1.11M -13,434 -13%
FTUS
20
Flow Traders U.S.
New York
$7.57M +$3.51M +42,366 +86%
FA
21
Fermata Advisors
California
$7.09M -$934K -11,279 -12%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.4M +$1.97M +23,826 +45%
SPWG
23
Sage Private Wealth Group
Illinois
$5.67M +$12.4K +150 +0.2%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$5.22M +$425K +5,133 +9%
FA
25
Forefront Analytics
Pennsylvania
$5.14M -$1.13M -13,608 -18%
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