Purchases and Sales Made in Q1 2022 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD EXTENDED DURATION TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
BUY
|
- |
2.01KNew |
$236K - $273K
|
2.01K
$132K
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
1.98KNew |
$232K - $269K
|
1.98K
$130K
|
|
|
May 03, 2022
Q1 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.63K+ 3.31% |
$191K - $221K
|
50.8K
$3.34M
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
1.43K+ 5.09% |
$168K - $194K
|
29.5K
$1.94M
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.32KNew |
$155K - $180K
|
1.32K
$87.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
1.06K+ 50.38% |
$124K - $143K
|
3.15K
$207K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
895New |
$105K - $121K
|
895
$58.9K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
561New |
$65.7K - $76.1K
|
561
$36.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
505+ 22.75% |
$59.2K - $68.5K
|
2.73K
$179K
|
|
|
May 04, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
472+ 3.41% |
$55.3K - $64K
|
14.3K
$942K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
407+ 23.23% |
$47.7K - $55.2K
|
2.16K
$142K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
327+ 44.67% |
$38.3K - $44.4K
|
1.06K
$69.6K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
261+ 9.51% |
$30.6K - $35.4K
|
3.01K
$198K
|
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
245+ 4.7% |
$28.7K - $33.2K
|
5.46K
$359K
|
|
|
May 09, 2022
Q1 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
215+ 0.28% |
$25.2K - $29.2K
|
77.1K
$5.07M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
163+ 4.03% |
$19.1K - $22.1K
|
4.21K
$277K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
125New |
$14.7K - $17K
|
125
$8.22K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
108+ 2.25% |
$12.7K - $14.7K
|
4.91K
$323K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
108+ 1.49% |
$12.7K - $14.7K
|
7.34K
$483K
|
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
100New |
$11.7K - $13.6K
|
100
$6.58K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
96New |
$11.3K - $13K
|
96
$6.31K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
95+ 3.48% |
$11.1K - $12.9K
|
2.82K
$186K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
85+ 566.67% |
$9.96K - $11.5K
|
100
$6.58K
|
|
|
Apr 28, 2022
Q1 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
49+ 0.23% |
$5.74K - $6.65K
|
21.7K
$1.43M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
9New |
$1.05K - $1.22K
|
9
$592
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
9New |
$1.05K - $1.22K
|
9
$592
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 0.64% |
$820 - $950
|
1.11K
$72.7K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5New |
$586 - $678
|
5
$329
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1Closed |
$117 - $136
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1Closed |
$117 - $136
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-14Closed |
$1.64K - $1.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-14- 0.67% |
$1.64K - $1.9K
|
2.08K
$137K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-23- 28.05% |
$2.7K - $3.12K
|
59
$3.88K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-25- 0.72% |
$2.93K - $3.39K
|
3.46K
$228K
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-54- 12.86% |
$6.33K - $7.33K
|
366
$24.1K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-92- 0.6% |
$10.8K - $12.5K
|
15.2K
$996K
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-100Closed |
$11.7K - $13.6K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-150- 15.82% |
$17.6K - $20.3K
|
798
$52.5K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-159Closed |
$18.6K - $21.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-360Closed |
$42.2K - $48.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
True Wealth Advisors, LLC
|
SELL
|
- |
-472- 3.29% |
$55.3K - $64K
|
13.9K
$911K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-856- 20.62% |
$100K - $116K
|
3.3K
$217K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-921- 32.45% |
$108K - $125K
|
1.92K
$126K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1K- 74.18% |
$117K - $136K
|
348
$22.9K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.05KClosed |
$123K - $143K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 6.04% |
$148K - $171K
|
19.6K
$1.29M
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.34K- 87.84% |
$157K - $181K
|
185
$12.2K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.66KClosed |
$194K - $225K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.88K- 3.67% |
$220K - $255K
|
49.4K
$3.25M
|