Purchases and Sales Made in Q2 2024 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q2 2024. 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 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.93K+ 13.35% |
$269K - $301K
|
33.4K
$2.2M
|
|
Jul 29, 2024
Q2 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
3.75KNew |
$257K - $287K
|
3.75K
$247K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.7K+ 13.67% |
$253K - $283K
|
30.8K
$2.02M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.66K+ 1.1% |
$250K - $280K
|
336K
$22.1M
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6KNew |
$246K - $275K
|
3.6K
$237K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 2.21% |
$237K - $265K
|
160K
$10.5M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.19K+ 1.86% |
$218K - $244K
|
175K
$11.5M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 2.69% |
$212K - $238K
|
118K
$7.78M
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.1K+ 224.4% |
$212K - $237K
|
4.48K
$295K
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.06K+ 3.23% |
$209K - $234K
|
97.7K
$6.42M
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
3K+ 500.0% |
$205K - $230K
|
3.6K
$237K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.96K+ 3950.67% |
$203K - $227K
|
3.04K
$200K
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
2.88KNew |
$197K - $221K
|
2.88K
$190K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.88K+ 6.79% |
$197K - $221K
|
45.3K
$2.98M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
2.88KNew |
$197K - $221K
|
2.88K
$189K
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.85KNew |
$195K - $218K
|
2.85K
$187K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.79KNew |
$191K - $214K
|
2.79K
$183K
|
|
Aug 14, 2024
Q2 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.1K+ 11.15% |
$143K - $161K
|
20.9K
$1.37M
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.88K+ 30.37% |
$129K - $144K
|
8.09K
$532K
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.76K+ 11.67% |
$120K - $135K
|
16.8K
$1.11M
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.45K+ 15.47% |
$99K - $111K
|
10.8K
$710K
|
|
Jul 23, 2024
Q2 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.29K+ 0.8% |
$88.5K - $99.1K
|
162K
$10.7M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.29K+ 14.87% |
$88.3K - $98.9K
|
9.97K
$656K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 1.63% |
$73.3K - $82K
|
66.8K
$4.39M
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
973+ 1.89% |
$66.6K - $74.5K
|
52.4K
$3.45M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
908+ 3.25% |
$62.1K - $69.5K
|
28.8K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
773+ 0.93% |
$52.9K - $59.2K
|
83.7K
$5.51M
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
702+ 0.77% |
$48K - $53.8K
|
91.9K
$6.04M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
625New |
$42.8K - $47.9K
|
625
$41.1K
|
|
Jul 11, 2024
Q2 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
613+ 7.5% |
$41.9K - $46.9K
|
8.79K
$578K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
533+ 12.2% |
$36.5K - $40.8K
|
4.9K
$322K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
511New |
$35K - $39.1K
|
511
$33.6K
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
506+ 4.82% |
$34.6K - $38.7K
|
11K
$724K
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
501+ 1.14% |
$34.3K - $38.4K
|
44.6K
$2.93M
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
BUY
|
- |
486+ 11.05% |
$33.2K - $37.2K
|
4.88K
$321K
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
442+ 3.17% |
$30.2K - $33.8K
|
14.4K
$947K
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
432+ 0.46% |
$29.6K - $33.1K
|
93.7K
$6.16M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
374New |
$25.6K - $28.6K
|
374
$24.6K
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
370+ 3.43% |
$25.3K - $28.3K
|
11.1K
$733K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
366New |
$25K - $28K
|
366
$24.1K
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
360+ 5.67% |
$24.6K - $27.6K
|
6.71K
$441K
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
318+ 0.33% |
$21.8K - $24.4K
|
97.9K
$6.44M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
311New |
$21.3K - $23.8K
|
311
$20.5K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300+ 2.51% |
$20.5K - $23K
|
12.3K
$807K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
228+ 670.59% |
$15.6K - $17.5K
|
262
$17.2K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
202+ 2.38% |
$13.8K - $15.5K
|
8.68K
$571K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
151+ 0.48% |
$10.3K - $11.6K
|
31.4K
$2.06M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
133+ 9.12% |
$9.1K - $10.2K
|
1.59K
$105K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130New |
$8.89K - $9.96K
|
130
$8.55K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
127New |
$8.69K - $9.73K
|
127
$8.35K
|