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 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.44% |
$8.34K - $9.25K
|
2.35K
$158K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
86New |
$7.17K - $7.95K
|
86
$5.8K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
51New |
$4.25K - $4.72K
|
51
$3.44K
|
|
|
Jul 20, 2023
Q2 2023
|
Ballew Advisors, Inc
|
BUY
|
- |
33+ 0.25% |
$2.75K - $3.05K
|
13.2K
$890K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.5K - $2.77K
|
30
$2.02K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
24New |
$2K - $2.22K
|
24
$1.62K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
13New |
$1.08K - $1.2K
|
13
$876
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1New |
$83.4 - $92.5
|
1
$67.4
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.58% |
$83.4 - $92.5
|
172
$11.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 1.3% |
$83.4 - $92.5
|
78
$5.26K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5- 0.06% |
$417 - $462
|
7.75K
$522K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-22- 0.8% |
$1.83K - $2.03K
|
2.71K
$183K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-25- 0.17% |
$2.08K - $2.31K
|
15.1K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-31- 0.33% |
$2.58K - $2.87K
|
9.22K
$622K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.19% |
$3K - $3.33K
|
658
$44.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-131- 84.52% |
$10.9K - $12.1K
|
24
$1.62K
|
|
|
Jul 24, 2023
Q2 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-225- 0.4% |
$18.8K - $20.8K
|
55.3K
$3.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-290- 9.03% |
$24.2K - $26.8K
|
2.92K
$197K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-531- 2.65% |
$44.3K - $49.1K
|
19.5K
$1.31M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 90.59% |
$47.3K - $52.5K
|
59
$3.98K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-687- 1.49% |
$57.3K - $63.5K
|
45.5K
$3.07M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-731- 23.57% |
$60.9K - $67.6K
|
2.37K
$160K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-847- 14.02% |
$70.6K - $78.3K
|
5.19K
$350K
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-911- 15.73% |
$75.9K - $84.2K
|
4.88K
$329K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 2.42% |
$90.9K - $101K
|
43.9K
$2.96M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.37K- 6.92% |
$114K - $126K
|
18.4K
$1.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.53K- 3.08% |
$127K - $141K
|
48.1K
$3.24M
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.72K- 1.54% |
$144K - $159K
|
110K
$7.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.93K- 2.77% |
$161K - $179K
|
67.7K
$4.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.38K- 4.0% |
$198K - $220K
|
57.2K
$3.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.11K- 3.65% |
$342K - $380K
|
108K
$7.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.85K- 22.92% |
$488K - $541K
|
19.7K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.43K- 22.69% |
$619K - $687K
|
25.3K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.16K- 1.8% |
$680K - $754K
|
444K
$29.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.6K- 33.57% |
$1.22M - $1.35M
|
29K
$1.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-20.2K- 36.96% |
$1.68M - $1.86M
|
34.4K
$2.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.9K- 30.09% |
$1.99M - $2.21M
|
55.5K
$3.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-31.6K- 18.75% |
$2.64M - $2.93M
|
137K
$9.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-37.8K- 59.74% |
$3.15M - $3.49M
|
25.4K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-46.3K- 79.71% |
$3.86M - $4.28M
|
11.8K
$794K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.4K- 50.36% |
$3.86M - $4.29M
|
45.7K
$3.08M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-65.7K- 35.41% |
$5.47M - $6.07M
|
120K
$8.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-143K- 51.27% |
$11.9M - $13.2M
|
136K
$9.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-168K- 53.98% |
$14M - $15.6M
|
143K
$9.67M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-553K- 63.98% |
$46.1M - $51.2M
|
311K
$21M
|