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Vanguard World Funds Extended Duration ETF

190 hedge funds and large institutions have $1.3B invested in Vanguard World Funds Extended Duration ETF in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 49 increasing their positions, 66 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
+9
Holders Change %
+4.97%
% of All Funds
2.58%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.14%
New
45
Increased
49
Reduced
66
Closed
32
Calls
$34.2M
Puts
$24.2M
Net Calls
+$10M
Net Calls Change
+$15.5M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$201M +$12.5M +175,701 +7%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$85.1M +$5.52M +78,745 +7%
Bank of America
3
Bank of America
North Carolina
$80.2M -$8.52M -119,821 -10%
OA
4
Oxbow Advisors
Texas
$63.9M +$63.9M +898,800 New
Morgan Stanley
5
Morgan Stanley
New York
$63.7M -$8.8M -123,729 -12%
MWA
6
Midland Wealth Advisors
Illinois
$62.6M +$62.6M +879,976 New
RWP
7
RWA Wealth Partners
Massachusetts
$62.2M +$4.87M +68,534 +9%
LPL Financial
8
LPL Financial
California
$59.6M +$13.4M +187,835 +29%
HFS
9
Hantz Financial Services
Michigan
$48.1M +$2.27M +31,948 +5%
SS
10
SBI Securities
Japan
$41.8M +$856K +12,039 +2%
HPG
11
Harvest Portfolios Group
Ontario, Canada
$40.5M +$2.23M +31,428 +6%
Ameriprise
12
Ameriprise
Minnesota
$38.2M +$387K +5,436 +1%
VBFP
13
Valtinson Bruner Financial Planning
Minnesota
$19.2M -$5.55M -78,029 -22%
MML Investors Services
14
MML Investors Services
Massachusetts
$17.8M +$1.01M +14,251 +6%
AllianceBernstein
15
AllianceBernstein
Tennessee
$17.3M +$212K +2,981 +1%
Raymond James Financial
16
Raymond James Financial
Florida
$16.7M -$14.8M -208,753 -47%
HI
17
Harbour Investments
Wisconsin
$16.1M -$3.45M -48,480 -18%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$14.9M -$6.9M -97,090 -32%
TI
19
Tidal Investments
Wisconsin
$12.8M +$12.8M +179,590 New
DRS
20
Deane Retirement Strategies
Louisiana
$12.7M +$12.7M +178,253 New
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$12.1M +$753K +10,595 +7%
UBS Group
22
UBS Group
Switzerland
$11.2M +$2.05M +28,764 +22%
LPT
23
Legacy Private Trust
Wisconsin
$10.7M -$1.08M -15,181 -9%
HHRDM
24
H&H Retirement Design & Management
Nevada
$10.5M -$47.3K -734 -0.4%
NRWA
25
North Ridge Wealth Advisors
Oregon
$9.5M +$772K +10,853 +9%