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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-3.57K- 83.71% |
$298K - $331K
|
694
$45.6K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 56.16% |
$343K - $381K
|
3.2K
$210K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.32K- 6.84% |
$361K - $401K
|
58.7K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.78K- 84.16% |
$400K - $444K
|
900
$59.2K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.63K- 84.03% |
$470K - $523K
|
1.07K
$70.3K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.78K- 68.03% |
$483K - $537K
|
2.72K
$179K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.68K- 10.59% |
$809K - $900K
|
81.8K
$5.38M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-21.5K- 22.79% |
$1.8M - $2M
|
73K
$4.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 69.99% |
$1.8M - $2.01M
|
9.25K
$609K
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-22K- 36.33% |
$1.84M - $2.04M
|
38.5K
$2.53M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-24.2K- 33.94% |
$2.03M - $2.25M
|
47.2K
$3.1M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-30K- 35.03% |
$2.51M - $2.79M
|
55.6K
$3.65M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.1K- 21.66% |
$2.6M - $2.89M
|
112K
$7.4M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.5K- 30.64% |
$2.64M - $2.93M
|
71.4K
$4.69M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-50.3K- 44.34% |
$4.21M - $4.68M
|
63.2K
$4.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-76.1K- 77.72% |
$6.36M - $7.07M
|
21.8K
$1.43M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-80.7K- 88.3% |
$6.75M - $7.5M
|
10.7K
$703K
|
|
|
Apr 26, 2023
Q1 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-171K- 35.47% |
$14.3M - $15.9M
|
312K
$20.5M
|