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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
17,414
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,315
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Fund Evaluation Group, LLC
Cincinnati, OH |
Aug 07, 2025 Q2 2025 |
17,065
shares
|
$1.2 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,677
shares
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
16,273
shares
|
$1.14 Million
0.77% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
15,866
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 104.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,769
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Paragon Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
14,488
shares
|
$1.02 Million
0.29% of portfolio
|
Q2 2025
Reduced 35.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,487
shares
|
$1.02 Million
0.02% of portfolio
|
Q2 2025
Reduced 78.15%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
13,900
shares
|
$976,058
0.35% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,258
shares
|
$930,976
0.28% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,075
shares
|
$918,126
0.08% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
12,947
shares
|
$909,138
0.1% of portfolio
|
Q2 2025
Added 17.39%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
11,097
shares
|
$779,231
0.11% of portfolio
|
Q3 2025
Reduced 64.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
10,192
shares
|
$715,682
0.0% of portfolio
|
Q2 2025
Reduced 47.94%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
10,165
shares
|
$713,786
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
10,163
shares
|
$713,645
0.22% of portfolio
|
Q2 2025
Reduced 43.21%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
10,000
shares
|
$702,200
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
9,688
shares
|
$680,291
0.01% of portfolio
|
Q3 2025
Added 123.79%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,545
shares
|
$670,249
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
9,389
shares
|
$659,295
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,422
shares
|
$591,392
0.06% of portfolio
|
Q3 2025
Added 10.12%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
8,313
shares
|
$583,738
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
8,033
shares
|
$564,077
0.02% of portfolio
|
Q3 2025
Reduced 18.29%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
7,635
shares
|
$536,129
0.74% of portfolio
|
Q3 2024
Added 14.38%
|