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 |
|---|---|---|---|---|---|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
4,314
shares
|
$284,033
0.01% of portfolio
|
Q2 2025
Reduced 92.29%
|
|
|
Range Financial Group LLC
|
Jul 08, 2025 Q2 2025 |
4,276
shares
|
$281,531
0.12% of portfolio
|
Q2 2025
Reduced 8.12%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
3,915
shares
|
$257,763
0.1% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
3,900
shares
|
$256,776
0.12% of portfolio
|
Q2 2025
Reduced 83.53%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,761
shares
|
$247,624
0.0% of portfolio
|
Q2 2025
Reduced 5.69%
|
|
|
Gilman Hill Asset Management, LLC
|
Jul 09, 2025 Q2 2025 |
3,600
shares
|
$237,024
0.04% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
3,580
shares
|
$235,707
0.08% of portfolio
|
Q2 2025
Added 5.79%
|
|
|
Capital Investment Counsel, Inc
|
Aug 08, 2025 Q2 2025 |
3,500
shares
|
$230,440
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
3,475
shares
|
$228,794
0.19% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,438
shares
|
$226,357
0.0% of portfolio
|
Q2 2025
Reduced 17.67%
|
|
|
Freestate Advisors LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
3,424
shares
|
$225,436
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
3,380
shares
|
$222,539
0.01% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,349
shares
|
$220,498
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,331
shares
|
$219,313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
3,286
shares
|
$216,350
0.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
3,200
shares
|
$210,688
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,176
shares
|
$209,107
0.01% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
3,166
shares
|
$208,449
0.17% of portfolio
|
Q2 2025
Reduced 4.41%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
3,146
shares
|
$207,132
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
2,948
shares
|
$194,096
0.0% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
2,784
shares
|
$183,298
0.0% of portfolio
|
Q1 2025
Reduced 10.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
2,275
shares
|
$149,786
0.01% of portfolio
|
Q1 2025
Reduced 11.65%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,991
shares
|
$131,087
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,812
shares
|
$119,302
0.0% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,348
shares
|
$88,752
0.0% of portfolio
|
Q2 2020
Reduced 67.66%
|