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 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
122+ 1.94% |
$8.35K - $9.34K
|
6.4K
$432K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
101+ 0.2% |
$6.91K - $7.73K
|
49.6K
$3.34M
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
81+ 0.07% |
$5.54K - $6.2K
|
121K
$8.13M
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
74New |
$5.06K - $5.67K
|
74
$4.99K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71New |
$4.86K - $5.44K
|
71
$4.79K
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36New |
$2.46K - $2.76K
|
36
$2.43K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.84% |
$137 - $153
|
240
$16.2K
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.61% |
$137 - $153
|
331
$22.3K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$68.4 - $76.6
|
1
$67.4
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 72.73% |
$2.74K - $3.06K
|
15
$1.01K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 95.35% |
$2.8K - $3.14K
|
2
$135
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-46- 80.7% |
$3.15K - $3.52K
|
11
$742
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-47- 33.1% |
$3.22K - $3.6K
|
95
$6.4K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-81- 11.34% |
$5.54K - $6.2K
|
633
$42.7K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100Closed |
$6.84K - $7.66K
|
0
$0
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-152- 3.98% |
$10.4K - $11.6K
|
3.67K
$247K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-192- 1.16% |
$13.1K - $14.7K
|
16.4K
$1.11M
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 45.45% |
$13.7K - $15.3K
|
240
$16.2K
|
|
Jul 17, 2024
Q2 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-229- 2.08% |
$15.7K - $17.5K
|
10.8K
$725K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-261- 3.4% |
$17.9K - $20K
|
7.41K
$499K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-310- 1.89% |
$21.2K - $23.7K
|
16.1K
$1.09M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-393- 50.38% |
$26.9K - $30.1K
|
387
$26.1K
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-396- 8.22% |
$27.1K - $30.3K
|
4.42K
$298K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-749- 18.8% |
$51.2K - $57.4K
|
3.23K
$218K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-792- 2.93% |
$54.2K - $60.7K
|
26.2K
$1.77M
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.5K- 0.8% |
$103K - $115K
|
186K
$12.5M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.71K- 17.7% |
$117K - $131K
|
7.93K
$534K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.71K- 17.7% |
$117K - $131K
|
7.93K
$534K
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.53K- 7.28% |
$173K - $194K
|
32.2K
$2.17M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.1K- 8.78% |
$212K - $237K
|
32.2K
$2.17M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.49K- 37.85% |
$238K - $267K
|
5.73K
$386K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.86K- 4.42% |
$264K - $296K
|
83.5K
$5.63M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-4.74K- 24.96% |
$324K - $363K
|
14.3K
$961K
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-6.05K- 16.42% |
$414K - $463K
|
30.8K
$2.07M
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-6.5K- 37.14% |
$445K - $498K
|
11K
$742K
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-6.68K- 44.23% |
$457K - $512K
|
8.42K
$568K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-7.28K- 6.83% |
$498K - $558K
|
99.3K
$6.69M
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-7.81K- 54.23% |
$534K - $598K
|
6.59K
$444K
|
|
Aug 13, 2024
Q2 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-8.6K- 44.09% |
$589K - $659K
|
10.9K
$735K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.16K- 58.68% |
$627K - $701K
|
6.45K
$435K
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-12.8K- 67.47% |
$875K - $979K
|
6.17K
$416K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 1.69% |
$940K - $1.05M
|
800K
$53.9M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13.7K- 1.69% |
$940K - $1.05M
|
800K
$53.9M
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-16.4K- 37.34% |
$1.12M - $1.26M
|
27.5K
$1.85M
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-20.1K- 12.58% |
$1.37M - $1.54M
|
140K
$9.41M
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-36.7K- 54.28% |
$2.51M - $2.81M
|
30.9K
$2.08M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40.1K- 9.98% |
$2.74M - $3.07M
|
362K
$24.4M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-41.2K- 18.5% |
$2.82M - $3.15M
|
182K
$12.2M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-48.4K- 93.41% |
$3.31M - $3.71M
|
3.42K
$230K
|
|
Aug 05, 2024
Q2 2024
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-49.8K- 10.87% |
$3.41M - $3.82M
|
409K
$27.5M
|