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 202 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $1.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Aug 15, 2025 Q2 2025 |
141,363
shares
|
$9.93 Million
5.84% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
130,088
shares
|
$9.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 75.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
121,607
shares
|
$8.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Jul 11, 2025 Q2 2025 |
118,796
shares
|
$8.34 Million
3.67% of portfolio
|
Q2 2025
Added 7.22%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
110,415
shares
|
$7.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.05%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
108,814
shares
|
$7.64 Million
1.56% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
108,119
shares
|
$7.59 Million
1.86% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
97,506
shares
|
$6.85 Million
0.01% of portfolio
|
Q2 2025
Added 74.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
94,351
shares
|
$6.63 Million
1.88% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Marshall Financial Group LLC
|
Oct 08, 2025 Q3 2025 |
93,213
shares
|
$6.55 Million
1.39% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Oct 22, 2025 Q3 2025 |
87,300
shares
|
$6.13 Million
3.65% of portfolio
|
Q3 2025
New holding
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
85,798
shares
|
$6.02 Million
7.34% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 10, 2025 Q3 2025 |
83,712
shares
|
$5.88 Million
2.81% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
80,411
shares
|
$5.65 Million
0.01% of portfolio
|
Q2 2025
Added 135.81%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
75,112
shares
|
$5.27 Million
0.0% of portfolio
|
Q2 2025
Added 24.47%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
73,072
shares
|
$5.13 Million
0.01% of portfolio
|
Q2 2025
Added 623.99%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
69,541
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2025
Added 282.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
69,325
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Added 11.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
68,390
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
Added 418.34%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 21, 2025 Q3 2025 |
66,347
shares
|
$4.66 Million
0.28% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
64,868
shares
|
$4.56 Million
0.08% of portfolio
|
Q2 2025
Added 35.21%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
62,092
shares
|
$4.36 Million
0.31% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
58,587
shares
|
$4.11 Million
0.08% of portfolio
|
Q2 2025
Added 35.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
58,504
shares
|
$4.11 Million
0.03% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Alpha Square Group S, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
58,218
shares
|
$4.09 Million
4.87% of portfolio
|
Q3 2024
Added 11.96%
|