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Vanguard World Funds Extended Duration ETF
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Overview Fund Activity

152 hedge funds and large institutions have $763M invested in Vanguard World Funds Extended Duration ETF in 2023 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 58 increasing their positions, 35 reducing their positions, and 24 closing their positions.

Holders
152
Holders Change
+26
Holders Change %
+20.63%
% of All Funds
2.4%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
50
Increased
58
Reduced
35
Closed
24
Calls
$9.18M
Puts
$13.2M
Net Calls
-$4.03M
Net Calls Change
-$6.64M

Top Buyers

1
RIG
1
RiverFront Investment Group
Virginia
$27.1M
2
AWM
2
AE Wealth Management
Kansas
$30.3M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$20.2M
4
CWP
4
Cyndeo Wealth Partners
Florida
$14.1M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$18.9M

Top Sellers

1
MAM
1
Madison Asset Management
Wisconsin
$12.5M
2
TI
2
Tidal Investments
Wisconsin
$0
3
UBS Group
3
UBS Group
Switzerland
$11.8M
4
LPL Financial
4
LPL Financial
California
$10.4M
5
FGA
5
Fortis Group Advisors
New Jersey
$1.03M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$136M 1,567,607 +43,674 +3%
HFS
2
Hantz Financial Services
Michigan
$44.1M 506,287 +100,663 +25%
Morgan Stanley
3
Morgan Stanley
New York
$38.7M 444,265 -8,158 -2%
AWM
4
AE Wealth Management
Kansas
$30.3M 348,471 +217,542 +166%
RIG
5
RiverFront Investment Group
Virginia
$27.1M 311,414 +311,414 New
Ameriprise
6
Ameriprise
Minnesota
$23.4M 268,518 +26,455 +11%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$20.2M 231,545 +194,240 +521%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$18.9M 217,295 +158,548 +270%
Wells Fargo
9
Wells Fargo
California
$18.8M 216,437 +57,489 +36%
LPT
10
Legacy Private Trust
Wisconsin
$18.3M 209,654 +80,333 +62%
GIA
11
Gladstone Institutional Advisory
Florida
$17.9M 205,589 +92,906 +82%
MML Investors Services
12
MML Investors Services
Massachusetts
$16.5M 189,849 +142,373 +300%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$16.3M 187,489 +77,649 +71%
CWP
14
Cyndeo Wealth Partners
Florida
$14.1M 161,611 +161,611 New
RJA
15
Raymond James & Associates
Florida
$13.2M 151,589 +69,837 +85%
MAM
16
Madison Asset Management
Wisconsin
$12.5M 143,454 -168,271 -54%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$11.9M 136,947 +53,613 +64%
HI
18
Harbour Investments
Wisconsin
$11.9M 136,600 +21,378 +19%
UBS Group
19
UBS Group
Switzerland
$11.8M 136,008 -143,074 -51%
DI
20
DFPG Investments
Utah
$11.8M 137,080 -31,637 -19%
LPL Financial
21
LPL Financial
California
$10.4M 119,793 -65,663 -35%
AFWM
22
AMJ Financial Wealth Management
Virginia
$10.2M 116,871 +116,871 New
BA
23
Bridge Advisory
California
$9.58M 110,080 -1,722 -2%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$9.44M 108,358 -4,108 -4%
AWS
25
Atria Wealth Solutions
New York
$8.96M 102,915 +31,536 +44%
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