Purchases and Sales Made in Q2 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
311KNew |
$26M - $28.8M
|
311K
$21M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
218K+ 166.15% |
$18.1M - $20.1M
|
348K
$23.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
194K+ 520.68% |
$16.2M - $18M
|
232K
$15.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
162KNew |
$13.5M - $14.9M
|
162K
$10.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
159K+ 269.88% |
$13.2M - $14.7M
|
217K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
142K+ 299.88% |
$11.9M - $13.2M
|
190K
$12.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
117KNew |
$9.74M - $10.8M
|
117K
$7.88M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
101K+ 24.82% |
$8.39M - $9.31M
|
506K
$34.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
BUY
|
- |
95.3KNew |
$7.94M - $8.81M
|
95.3K
$6.42M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
92.9K+ 82.45% |
$7.74M - $8.59M
|
206K
$13.9M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
80.3K+ 62.12% |
$6.7M - $7.43M
|
210K
$14.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
79K+ 2632166.75% |
$6.58M - $7.3M
|
79K
$5.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.6K+ 70.69% |
$6.47M - $7.18M
|
187K
$12.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 1827.15% |
$5.86M - $6.5M
|
74.1K
$4.99M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
69.8K+ 85.43% |
$5.82M - $6.46M
|
152K
$10.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.5K+ 36.17% |
$4.79M - $5.32M
|
216K
$14.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.8K+ 118.27% |
$4.65M - $5.16M
|
103K
$6.94M
|
|
|
Apr 29, 2024
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
55.5KNew |
$4.63M - $5.13M
|
55.5K
$3.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
53.6K+ 64.34% |
$4.47M - $4.96M
|
137K
$9.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
45.7KNew |
$3.81M - $4.23M
|
45.7K
$3.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
45.3KNew |
$3.78M - $4.19M
|
45.3K
$3.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.7K+ 2.87% |
$3.64M - $4.04M
|
1.57M
$106M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
37.7KNew |
$3.14M - $3.49M
|
37.7K
$2.54M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
37.6K+ 42751.14% |
$3.14M - $3.48M
|
37.7K
$2.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
34.1K+ 156.08% |
$2.84M - $3.15M
|
55.9K
$3.77M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
30K+ 207.13% |
$2.5M - $2.78M
|
44.5K
$3M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
29.6K+ 82.71% |
$2.47M - $2.74M
|
65.4K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
26.5K+ 10.93% |
$2.21M - $2.45M
|
269K
$18.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.2K+ 39.43% |
$2.18M - $2.42M
|
92.6K
$6.24M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22.7KNew |
$1.89M - $2.1M
|
22.7K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
22.7KNew |
$1.89M - $2.1M
|
22.7K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.4K+ 18.55% |
$1.78M - $1.98M
|
137K
$9.21M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
20.9KNew |
$1.74M - $1.93M
|
20.9K
$1.41M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
20.7KNew |
$1.73M - $1.92M
|
20.7K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
19.9KNew |
$1.66M - $1.84M
|
19.9K
$1.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1KNew |
$1.51M - $1.68M
|
18.1K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.6KNew |
$1.47M - $1.63M
|
17.6K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
16.1K+ 32.92% |
$1.34M - $1.49M
|
65K
$4.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
13.4K+ 1127.9% |
$1.12M - $1.24M
|
14.6K
$985K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
13.1KNew |
$1.09M - $1.21M
|
13.1K
$883K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 111.72% |
$1.03M - $1.14M
|
23.4K
$1.58M
|
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
10.8KNew |
$897K - $995K
|
10.8K
$725K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.4KNew |
$871K - $966K
|
10.4K
$704K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.04KNew |
$753K - $836K
|
9.04K
$609K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.91K+ 18.19% |
$743K - $824K
|
57.9K
$3.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
8.77KNew |
$731K - $811K
|
8.77K
$591K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.49KNew |
$707K - $785K
|
8.49K
$572K
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
8.22KNew |
$685K - $760K
|
8.22K
$554K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
7.83K+ 97.04% |
$652K - $724K
|
15.9K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.5K+ 100.0% |
$625K - $694K
|
15K
$1.01M
|