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 |
|---|---|---|---|---|---|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
452
shares
|
$31,739
0.02% of portfolio
|
Q2 2025
Added 386.02%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
448
shares
|
$31,458
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
414
shares
|
$29,071
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
385
shares
|
$27,034
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
358
shares
|
$25,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
347
shares
|
$24,366
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pflug Koory, LLC
|
Oct 21, 2025 Q3 2025 |
336
shares
|
$23,593
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
330
shares
|
$23,172
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
240
shares
|
$16,852
0.01% of portfolio
|
Q2 2024
Added 0.84%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
200
shares
|
$14,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
188
shares
|
$13,201
0.0% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
181
shares
|
$12,709
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
141
shares
|
$9,901
0.0% of portfolio
|
Q1 2025
Added 464.0%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
132
shares
|
$9,269
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
130
shares
|
$9,128
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
100
shares
|
$7,022
0.0% of portfolio
|
Q2 2025
Reduced 80.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
100
shares
|
$7,022
0.0% of portfolio
|
Q1 2025
Reduced 72.22%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
80
shares
|
$5,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 10, 2025 Q3 2025 |
78
shares
|
$5,477
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
57
shares
|
$4,002
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
57
shares
|
$4,002
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
47
shares
|
$3,300
0.0% of portfolio
|
Q1 2024
Reduced 81.78%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
45
shares
|
$3,159
0.0% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
31
shares
|
$2,176
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
27
shares
|
$1,895
0.0% of portfolio
|
Q3 2024
Added 3.85%
|