Purchases and Sales Made in Q1 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
404KNew |
$33.8M - $37.5M
|
404K
$27.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
169KNew |
$14.1M - $15.7M
|
169K
$11.4M
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
159K+ 64.2% |
$13.3M - $14.7M
|
406K
$27.3M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155KNew |
$13M - $14.4M
|
155K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
136K+ 95.42% |
$11.4M - $12.7M
|
279K
$18.8M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
99.6K+ 28.23% |
$8.33M - $9.26M
|
452K
$30.5M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
98.7K+ 883.08% |
$8.25M - $9.17M
|
110K
$7.4M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87.6K+ 89.5% |
$7.32M - $8.14M
|
185K
$12.5M
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
79.4KNew |
$6.64M - $7.38M
|
79.4K
$5.35M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
79.4KNew |
$6.64M - $7.38M
|
79.4K
$5.35M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
79.3KNew |
$6.63M - $7.37M
|
79.3K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
70.6K+ 158.11% |
$5.9M - $6.56M
|
115K
$7.76M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
58.8K+ 4.01% |
$4.91M - $5.46M
|
1.52M
$103M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
58KNew |
$4.85M - $5.39M
|
58K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
54.5KNew |
$4.56M - $5.07M
|
54.5K
$3.67M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
53.5K+ 50.68% |
$4.47M - $4.97M
|
159K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
46.2KNew |
$3.86M - $4.3M
|
46.2K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
41.1K+ 1646.71% |
$3.44M - $3.82M
|
43.6K
$2.94M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
28.2K+ 371.12% |
$2.36M - $2.62M
|
35.8K
$2.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26.9KNew |
$2.25M - $2.5M
|
26.9K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.2K+ 51.39% |
$2.03M - $2.25M
|
71.4K
$4.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
23.5K+ 22.18% |
$1.96M - $2.18M
|
129K
$8.71M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
22.4K+ 84.72% |
$1.87M - $2.08M
|
48.9K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19.8K+ 71.34% |
$1.65M - $1.84M
|
47.5K
$3.2M
|
|
|
May 15, 2023
Q1 2023
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
17.5K+ 66.05% |
$1.46M - $1.63M
|
44K
$2.97M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.44M - $1.6M
|
17.2K
$1.16M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.1KNew |
$1.43M - $1.59M
|
17.1K
$1.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
16.1K+ 30.06% |
$1.35M - $1.5M
|
69.7K
$4.7M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 46.33% |
$1.3M - $1.44M
|
49K
$3.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
15.2KNew |
$1.27M - $1.41M
|
15.2K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.9K+ 26.57% |
$1.17M - $1.3M
|
66.4K
$4.47M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13K+ 40.51% |
$1.08M - $1.21M
|
45K
$3.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
12.3KNew |
$1.03M - $1.15M
|
12.3K
$832K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.6K+ 143.54% |
$972K - $1.08M
|
19.7K
$1.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
9.57KNew |
$800K - $889K
|
9.57K
$645K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.29K+ 39.62% |
$776K - $863K
|
32.7K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.85K+ 53.02% |
$740K - $823K
|
25.5K
$1.72M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.43K+ 71.47% |
$705K - $784K
|
20.2K
$1.36M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.79KNew |
$568K - $631K
|
6.79K
$458K
|
|
|
Jan 12, 2024
Q1 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
6.48KNew |
$542K - $602K
|
6.48K
$436K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.12K+ 7.92% |
$511K - $568K
|
83.3K
$5.62M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
6.04KNew |
$505K - $562K
|
6.04K
$407K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
5.79KNew |
$484K - $538K
|
5.79K
$390K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
5.56K+ 75.53% |
$465K - $517K
|
12.9K
$871K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.23K+ 56.4% |
$437K - $486K
|
14.5K
$977K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.2K+ 132.21% |
$435K - $483K
|
9.13K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5K+ 200.0% |
$418K - $465K
|
7.5K
$505K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.6KNew |
$384K - $427K
|
4.6K
$310K
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
4.2K+ 111.26% |
$351K - $390K
|
7.98K
$537K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.12K+ 3.25% |
$344K - $383K
|
131K
$8.82M
|