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 213 institutions that hold shares in the stock, with a total of 18.3 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 |
---|---|---|---|---|---|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
52,790
shares
|
$3.48 Million
0.18% of portfolio
|
Q1 2025
Reduced 14.32%
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
52,618
shares
|
$3.46 Million
0.33% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
52,274
shares
|
$3.44 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
50,939
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
49,732
shares
|
$3.27 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.33%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
49,199
shares
|
$3.24 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
47,975
shares
|
$3.16 Million
0.07% of portfolio
|
Q1 2025
Added 8.55%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,883
shares
|
$3.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.06%
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Jul 29, 2025 Q2 2025 |
46,832
shares
|
$3.08 Million
0.59% of portfolio
|
Q2 2025
Added 19.39%
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
44,267
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
43,991
shares
|
$2.9 Million
1.49% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
42,197
shares
|
$2.78 Million
0.13% of portfolio
|
Q2 2025
Added 16.29%
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
41,423
shares
|
$2.73 Million
1.66% of portfolio
|
Q1 2025
Added 385.79%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
41,007
shares
|
$2.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 82.3%
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,329
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,291
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
34,100
shares
|
$2.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.19%
|
|
Sharkey, Howes & Javer
|
Jul 10, 2025 Q2 2025 |
31,633
shares
|
$2.08 Million
0.31% of portfolio
|
Q2 2025
Added 39.06%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Jul 29, 2025 Q2 2025 |
28,900
shares
|
$1.9 Million
0.31% of portfolio
|
Q2 2025
Added 7.24%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,621
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2022
Reduced 9.16%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
24,536
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 81.45%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
23,267
shares
|
$1.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
Arizona Psprs Trust
Phoenix, AZ |
May 14, 2025 Q1 2025 |
21,867
shares
|
$1.44 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
21,612
shares
|
$1.42 Million
0.15% of portfolio
|
Q1 2025
Reduced 15.88%
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
19,891
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.14%
|