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 196 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
17,095
shares
|
$1.22 Million
0.53% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,677
shares
|
$1.19 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
16,068
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Added 10.3%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
15,902
shares
|
$1.13 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
15,169
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.48%
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
14,564
shares
|
$1.04 Million
0.64% of portfolio
|
Q3 2024
Reduced 20.8%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
14,537
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 85.12%
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,524
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
14,403
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Added 1.02%
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
14,395
shares
|
$1.02 Million
0.38% of portfolio
|
Q2 2024
Added 3.17%
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
14,345
shares
|
$1.02 Million
0.54% of portfolio
|
Q3 2024
Added 31.84%
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
14,066
shares
|
$1 Million
1.11% of portfolio
|
Q3 2024
New holding
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
13,900
shares
|
$988,429
0.35% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
13,874
shares
|
$986,580
0.0% of portfolio
|
Q3 2024
Added 209.69%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,480
shares
|
$958,562
0.03% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
13,194
shares
|
$938,225
0.0% of portfolio
|
Q3 2024
Reduced 83.35%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,075
shares
|
$929,763
0.08% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
12,878
shares
|
$915,754
0.01% of portfolio
|
Q3 2024
Added 4.92%
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
12,476
shares
|
$887,168
0.0% of portfolio
|
Q3 2024
New holding
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,301
shares
|
$874,724
0.05% of portfolio
|
Q2 2024
New holding
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
12,285
shares
|
$873,586
0.0% of portfolio
|
Q3 2024
Added 10.24%
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,267
shares
|
$872,306
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
11,484
shares
|
$816,627
0.24% of portfolio
|
Q3 2024
Reduced 25.83%
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
11,110
shares
|
$790,032
0.01% of portfolio
|
Q3 2024
Added 34.03%
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 15, 2024 Q3 2024 |
11,000
shares
|
$782,210
0.28% of portfolio
|
Q2 2024
Reduced 37.14%
|