Institutional Ownership Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV). We have compiled data on the 218 institutions that hold shares in the stock, with a total of 19 Million shares, which have been reported (via 13F filing form) to have a value of $1.21 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
150,141
shares
|
$9.57 Million
0.74% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
May 09, 2025 Q1 2025 |
133,646
shares
|
$8.52 Million
6.35% of portfolio
|
Q1 2025
Added 8.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
124,829
shares
|
$7.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.65%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Apr 22, 2025 Q1 2025 |
122,246
shares
|
$7.8 Million
6.93% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
121,458
shares
|
$7.75 Million
2.19% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
May 14, 2025 Q1 2025 |
110,801
shares
|
$7.07 Million
4.11% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
109,813
shares
|
$7 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
99,369
shares
|
$6.34 Million
0.0% of portfolio
|
Q1 2025
Added 10.26%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
97,378
shares
|
$6.21 Million
9.28% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
95,704
shares
|
$6.1 Million
0.02% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
95,595
shares
|
$6.1 Million
1.49% of portfolio
|
Q1 2025
Reduced 20.89%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
91,098
shares
|
$5.81 Million
1.29% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
83,856
shares
|
$5.35 Million
0.7% of portfolio
|
Q1 2025
Added 282.22%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Apr 24, 2025 Q1 2025 |
80,488
shares
|
$5.13 Million
3.26% of portfolio
|
Q1 2025
Added 393.79%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
May 28, 2025 Q1 2025 |
80,000
shares
|
$5.1 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
77,934
shares
|
$4.97 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
77,917
shares
|
$4.97 Million
0.23% of portfolio
|
Q1 2025
Added 57.2%
|
|
|
True Mark Investments, LLC
Chicago, IL |
Apr 22, 2025 Q1 2025 |
77,457
shares
|
$4.94 Million
1.44% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
68,390
shares
|
$4.36 Million
0.0% of portfolio
|
Q4 2024
Added 418.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
66,309
shares
|
$4.23 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
61,969
shares
|
$3.95 Million
0.01% of portfolio
|
Q1 2025
Added 23.88%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
60,346
shares
|
$3.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 68.76%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
58,395
shares
|
$3.72 Million
0.0% of portfolio
|
Q1 2025
Reduced 92.26%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,218
shares
|
$3.71 Million
4.87% of portfolio
|
Q3 2024
Added 11.96%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
56,540
shares
|
$3.61 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.79%
|