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 |
|---|---|---|---|---|---|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
3,475
shares
|
$244,014
0.19% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,438
shares
|
$241,416
0.0% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,380
shares
|
$237,343
0.01% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,349
shares
|
$235,166
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,331
shares
|
$233,902
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
3,305
shares
|
$232,077
0.07% of portfolio
|
Q2 2025
Reduced 15.58%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
3,286
shares
|
$230,742
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,200
shares
|
$224,704
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
3,166
shares
|
$222,316
0.17% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,146
shares
|
$220,912
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,948
shares
|
$207,008
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,479
shares
|
$174,075
0.0% of portfolio
|
Q3 2025
Added 3343.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,275
shares
|
$159,750
0.01% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,991
shares
|
$139,808
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,961
shares
|
$137,701
0.0% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,348
shares
|
$94,656
0.0% of portfolio
|
Q2 2020
Reduced 67.66%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Oct 16, 2025 Q3 2025 |
1,220
shares
|
$85,668
0.06% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
1,176
shares
|
$82,578
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,082
shares
|
$75,978
0.0% of portfolio
|
Q2 2025
Reduced 79.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,050
shares
|
$73,731
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,044
shares
|
$73,309
0.0% of portfolio
|
Q1 2025
Added 2272.73%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
646
shares
|
$45,362
0.02% of portfolio
|
Q2 2025
Reduced 99.41%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
539
shares
|
$37,848
0.0% of portfolio
|
Q2 2025
Added 6637.5%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
500
shares
|
$35,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
486
shares
|
$34,126
0.02% of portfolio
|
Q2 2025
Added 0.21%
|