Purchases and Sales Made in Q2 2025 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.99KNew |
$125K - $144K
|
1.99K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.96K+ 3.47% |
$123K - $142K
|
58.5K
$4.11M
|
|
|
Jul 29, 2025
Q2 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.95K+ 7.24% |
$123K - $141K
|
28.9K
$2.03M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.92K+ 17.39% |
$121K - $139K
|
12.9K
$909K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.86K+ 2.31% |
$117K - $135K
|
82.3K
$5.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.65K+ 10.43% |
$103K - $119K
|
17.4K
$1.22M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.25K+ 3.77% |
$78.3K - $90.3K
|
34.3K
$2.41M
|
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.17KNew |
$73.4K - $84.7K
|
1.17K
$82.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
1.04KNew |
$65.6K - $75.6K
|
1.04K
$73.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
834+ 12.57% |
$52.4K - $60.4K
|
7.47K
$524K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
571+ 13.04% |
$35.9K - $41.4K
|
4.95K
$348K
|
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
531+ 6637.5% |
$33.4K - $38.5K
|
539
$37.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
448New |
$28.1K - $32.5K
|
448
$31.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
385New |
$24.2K - $27.9K
|
385
$27K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
359+ 386.02% |
$22.6K - $26K
|
452
$31.7K
|
|
|
Sep 04, 2025
Q2 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
358New |
$22.5K - $25.9K
|
358
$25.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
196+ 5.79% |
$12.3K - $14.2K
|
3.58K
$251K
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
176+ 5.87% |
$11.1K - $12.8K
|
3.18K
$223K
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
132New |
$8.29K - $9.56K
|
132
$9.27K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
123+ 1.22% |
$7.73K - $8.91K
|
10.2K
$714K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
85+ 2.42% |
$5.34K - $6.16K
|
3.6K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
70+ 1.11% |
$4.4K - $5.07K
|
6.38K
$448K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
57New |
$3.58K - $4.13K
|
57
$4K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
31New |
$1.95K - $2.25K
|
31
$2.18K
|
|
|
Aug 13, 2025
Q2 2025
|
Sepio Capital, LP
|
BUY
|
- |
25+ 0.77% |
$1.57K - $1.81K
|
3.29K
$231K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
23+ 46.94% |
$1.45K - $1.67K
|
72
$5.06K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
11New |
$691 - $797
|
11
$772
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
9New |
$565 - $652
|
9
$632
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
8New |
$503 - $580
|
8
$562
|
|
|
Sep 25, 2025
Q2 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
4New |
$251 - $290
|
4
$281
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
1New |
$62.8 - $72.5
|
1
$70.2
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.21% |
$62.8 - $72.5
|
486
$34.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-1- 0.03% |
$62.8 - $72.5
|
3.48K
$244K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 43.94% |
$1.82K - $2.1K
|
37
$2.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-40- 0.64% |
$2.51K - $2.9K
|
6.24K
$438K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-42- 18.26% |
$2.64K - $3.04K
|
188
$13.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-50- 0.52% |
$3.14K - $3.62K
|
9.55K
$670K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-77- 89.53% |
$4.84K - $5.58K
|
9
$632
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-82- 1.43% |
$5.15K - $5.94K
|
5.65K
$397K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 6.45% |
$7.85K - $9.06K
|
1.81K
$127K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-146- 4.41% |
$9.17K - $10.6K
|
3.17K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-149- 95.51% |
$9.36K - $10.8K
|
7
$492
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-195- 4.08% |
$12.3K - $14.1K
|
4.58K
$322K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-209- 1.38% |
$13.1K - $15.1K
|
15K
$1.05M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-227- 5.69% |
$14.3K - $16.4K
|
3.76K
$264K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-276- 0.56% |
$17.3K - $20K
|
49.2K
$3.45M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-283- 0.54% |
$17.8K - $20.5K
|
52.3K
$3.67M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-367- 9.79% |
$23.1K - $26.6K
|
3.38K
$237K
|