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 201 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 |
|---|---|---|---|---|---|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Jul 29, 2025 Q2 2025 |
55,250
shares
|
$3.88 Million
1.65% of portfolio
|
Q2 2025
Reduced 30.94%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
53,321
shares
|
$3.74 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
52,274
shares
|
$3.67 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
49,199
shares
|
$3.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
49,031
shares
|
$3.44 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,883
shares
|
$3.36 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
|
$3.29 Million
0.59% of portfolio
|
Q2 2025
Added 19.39%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
44,267
shares
|
$3.11 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
42,197
shares
|
$2.96 Million
0.13% of portfolio
|
Q2 2025
Added 16.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
37,329
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
36,788
shares
|
$2.58 Million
0.43% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
35,227
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2025
Added 556.49%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
34,291
shares
|
$2.41 Million
0.0% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
34,096
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 31.44%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
32,457
shares
|
$2.28 Million
0.01% of portfolio
|
Q2 2025
Reduced 66.09%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 22, 2025 Q3 2025 |
29,640
shares
|
$2.08 Million
0.3% of portfolio
|
Q3 2025
Added 2.56%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
29,073
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2025
Reduced 44.93%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
28,857
shares
|
$2.03 Million
0.97% of portfolio
|
Q3 2025
Reduced 34.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
28,512
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.79%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,621
shares
|
$1.94 Million
0.23% of portfolio
|
Q3 2022
Reduced 9.16%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
25,842
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Reduced 69.18%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
20,931
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.69%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
19,891
shares
|
$1.4 Million
0.03% of portfolio
|
Q2 2025
Reduced 58.14%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
19,431
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
18,129
shares
|
$1.27 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.37%
|