Purchases and Sales Made in Q1 2025 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q1 2025. 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 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
899KNew |
$58.5M - $66M
|
899K
$58.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
880KNew |
$57.2M - $64.6M
|
880K
$57.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 28.89% |
$12.2M - $13.8M
|
838K
$54.4M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
180KNew |
$11.7M - $13.2M
|
180K
$11.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
178KNew |
$11.6M - $13.1M
|
178K
$11.6M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
176K+ 6.62% |
$11.4M - $12.9M
|
2.83M
$183M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
78.7K+ 6.94% |
$5.12M - $5.78M
|
1.21M
$78.8M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
77.9KNew |
$5.07M - $5.72M
|
77.9K
$5.06M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$5.04M - $5.69M
|
77.5K
$5.02M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
68.5K+ 8.51% |
$4.46M - $5.03M
|
874K
$56.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
64.2K+ 393.79% |
$4.18M - $4.71M
|
80.5K
$5.22M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
61.9K+ 282.22% |
$4.03M - $4.55M
|
83.9K
$5.44M
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
56.1KNew |
$3.65M - $4.12M
|
56.1K
$3.64M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.9KNew |
$3.64M - $4.11M
|
55.9K
$3.63M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44.1KNew |
$2.87M - $3.24M
|
44.1K
$2.86M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.5K+ 178.1% |
$2.18M - $2.46M
|
52.4K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
32.9K+ 385.79% |
$2.14M - $2.42M
|
41.4K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
31.9K+ 4.95% |
$2.08M - $2.35M
|
677K
$43.9M
|
|
|
May 14, 2025
Q1 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
31.4K+ 5.84% |
$2.04M - $2.31M
|
569K
$36.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
28.8K+ 22.28% |
$1.87M - $2.11M
|
158K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
28.4K+ 57.2% |
$1.84M - $2.08M
|
77.9K
$5.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.7KNew |
$1.48M - $1.67M
|
22.7K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Arizona Psprs Trust
Phoenix, AZ |
BUY
|
- |
21.9KNew |
$1.42M - $1.61M
|
21.9K
$1.42M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
18.1K+ 17.53% |
$1.18M - $1.33M
|
121K
$7.88M
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.9K+ 196.15% |
$1.16M - $1.31M
|
27K
$1.75M
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
BUY
|
- |
17.5KNew |
$1.14M - $1.28M
|
17.5K
$1.14M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 644.28% |
$1.13M - $1.27M
|
20K
$1.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
15K+ 62.05% |
$977K - $1.1M
|
39.2K
$2.54M
|
|
|
May 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
14.3K+ 42.85% |
$927K - $1.05M
|
47.5K
$3.08M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.3K+ 6.04% |
$927K - $1.05M
|
250K
$16.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3KNew |
$797K - $900K
|
12.3K
$795K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12K+ 2.09% |
$783K - $884K
|
588K
$38.2M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.9K+ 23.88% |
$777K - $877K
|
62K
$4.02M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10.9K+ 8.84% |
$706K - $797K
|
134K
$8.67M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.8KNew |
$706K - $796K
|
10.8K
$704K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6K+ 6.61% |
$689K - $778K
|
171K
$11.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$678K - $765K
|
10.4K
$676K
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10K+ 123.23% |
$653K - $737K
|
18.2K
$1.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.76KNew |
$635K - $717K
|
9.76K
$633K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.25K+ 10.26% |
$602K - $679K
|
99.4K
$6.45M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.16K+ 38166.67% |
$596K - $673K
|
9.18K
$596K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8.63KNew |
$562K - $634K
|
8.63K
$560K
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
8.41K+ 55.06% |
$547K - $617K
|
23.7K
$1.54M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.1K+ 104.3% |
$527K - $595K
|
15.9K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.79KNew |
$507K - $572K
|
7.79K
$505K
|
|
|
May 12, 2025
Q1 2025
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
7.79KNew |
$507K - $572K
|
7.79K
$505K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.86K+ 26.18% |
$446K - $504K
|
33K
$2.14M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.45KNew |
$420K - $474K
|
6.45K
$418K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.4KNew |
$416K - $470K
|
6.4K
$415K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.15KNew |
$400K - $451K
|
6.15K
$399K
|