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 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
5.76KNew |
$374K - $423K
|
5.76K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.44K+ 1.02% |
$354K - $399K
|
537K
$34.8M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
5.4KNew |
$351K - $396K
|
5.4K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.56KNew |
$297K - $335K
|
4.56K
$296K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.01K+ 7.83% |
$261K - $294K
|
55.2K
$3.58M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.78K+ 8.55% |
$246K - $277K
|
48K
$3.11M
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.52KNew |
$229K - $258K
|
3.52K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
3.48KNew |
$226K - $255K
|
3.48K
$225K
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.31KNew |
$215K - $243K
|
3.31K
$215K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.12KNew |
$203K - $229K
|
3.12K
$202K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3KNew |
$195K - $220K
|
3K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.98K+ 1.24% |
$194K - $219K
|
243K
$15.8M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.97KNew |
$193K - $218K
|
2.97K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
2.82K+ 18.71% |
$183K - $207K
|
17.9K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.96K+ 2.09% |
$128K - $144K
|
95.7K
$6.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.82K+ 1.51% |
$118K - $134K
|
122K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.59K+ 16.81% |
$103K - $117K
|
11K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 7.69% |
$73.2K - $82.7K
|
15.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1K+ 2272.73% |
$65.1K - $73.4K
|
1.04K
$67.7K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
500New |
$32.5K - $36.7K
|
500
$32.4K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
462+ 12.44% |
$30.1K - $33.9K
|
4.18K
$271K
|
|
|
May 13, 2025
Q1 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
421+ 14.21% |
$27.4K - $30.9K
|
3.38K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
353+ 6.57% |
$23K - $25.9K
|
5.73K
$372K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
274New |
$17.8K - $20.1K
|
274
$17.8K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
248New |
$16.1K - $18.2K
|
248
$16.1K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
230New |
$15K - $16.9K
|
230
$14.9K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
156New |
$10.1K - $11.5K
|
156
$10.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
132+ 1.27% |
$8.59K - $9.69K
|
10.5K
$681K
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
119+ 2.62% |
$7.74K - $8.74K
|
4.65K
$302K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
116+ 464.0% |
$7.55K - $8.52K
|
141
$9.15K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
68New |
$4.42K - $4.99K
|
68
$4.41K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60New |
$3.9K - $4.41K
|
60
$3.89K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
55+ 9.34% |
$3.58K - $4.04K
|
644
$41.8K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
38New |
$2.47K - $2.79K
|
38
$2.47K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 127.59% |
$2.41K - $2.72K
|
66
$4.28K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29+ 0.73% |
$1.89K - $2.13K
|
3.99K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
29New |
$1.89K - $2.13K
|
29
$1.88K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25New |
$1.63K - $1.84K
|
25
$1.62K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$1.43K - $1.62K
|
22
$1.43K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.17K - $1.32K
|
18
$1.17K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16New |
$1.04K - $1.17K
|
16
$1.04K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.21% |
$65.1 - $73.4
|
485
$31.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-35- 0.52% |
$2.28K - $2.57K
|
6.64K
$430K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-36- 19.25% |
$2.34K - $2.64K
|
151
$9.8K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-56- 1.41% |
$3.64K - $4.11K
|
3.92K
$254K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-66- 57.39% |
$4.29K - $4.85K
|
49
$3.18K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-126- 3.64% |
$8.2K - $9.25K
|
3.33K
$216K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-201- 3.09% |
$13.1K - $14.8K
|
6.31K
$409K
|