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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
880KNew |
$57.2M - $64.6M
|
880K
$58.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
178KNew |
$11.6M - $13.1M
|
178K
$11.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44.1KNew |
$2.87M - $3.24M
|
44.1K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
33.5K+ 178.1% |
$2.18M - $2.46M
|
52.4K
$3.47M
|
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
18.1K+ 17.53% |
$1.18M - $1.33M
|
121K
$8.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
12.3KNew |
$797K - $900K
|
12.3K
$813K
|
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$678K - $765K
|
10.4K
$691K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
9.16K+ 38166.67% |
$596K - $673K
|
9.18K
$609K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.52KNew |
$229K - $258K
|
3.52K
$233K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.12KNew |
$203K - $229K
|
3.12K
$207K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
132+ 1.27% |
$8.59K - $9.69K
|
10.5K
$696K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
119+ 2.62% |
$7.74K - $8.74K
|
4.65K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 127.59% |
$2.41K - $2.72K
|
66
$4.38K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$1.43K - $1.62K
|
22
$1.46K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 11.65% |
$19.5K - $22K
|
2.28K
$151K
|
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.24K- 9.03% |
$146K - $165K
|
22.6K
$1.5M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$170K - $192K
|
0
$0
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-3.02K- 3.2% |
$196K - $221K
|
91.1K
$6.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.38K- 97.92% |
$285K - $322K
|
93
$6.17K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.16K- 47.75% |
$401K - $452K
|
6.74K
$447K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-7.01K- 31.6% |
$456K - $515K
|
15.2K
$1.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-7.03K- 12.64% |
$457K - $516K
|
48.6K
$3.22M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
SELL
|
- |
-15.2K- 9.18% |
$988K - $1.11M
|
150K
$9.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-25.2K- 20.89% |
$1.64M - $1.85M
|
95.6K
$6.34M
|