Purchases and Sales Made in Q3 2021 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
80+ 3.02% |
$10.8K - $11.6K
|
2.73K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78+ 0.57% |
$10.5K - $11.3K
|
13.7K
$1.01M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
35+ 0.76% |
$4.73K - $5.07K
|
4.63K
$343K
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$4.05K - $4.35K
|
30
$2.22K
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17+ 9.29% |
$2.3K - $2.46K
|
200
$14.8K
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
15+ 1.93% |
$2.03K - $2.17K
|
793
$58.8K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 23, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4Closed |
$540 - $580
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-11Closed |
$1.49K - $1.59K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20Closed |
$2.7K - $2.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20- 17.24% |
$2.7K - $2.9K
|
96
$7.11K
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-35- 1.45% |
$4.73K - $5.07K
|
2.38K
$176K
|
|
Nov 10, 2021
Q3 2021
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-44- 0.19% |
$5.94K - $6.38K
|
23K
$1.71M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-50- 3.21% |
$6.75K - $7.25K
|
1.51K
$112K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-72- 3.35% |
$9.72K - $10.4K
|
2.08K
$154K
|
|
Oct 20, 2021
Q3 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-78- 3.5% |
$10.5K - $11.3K
|
2.15K
$159K
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-107- 0.69% |
$14.4K - $15.5K
|
15.4K
$1.14M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-118- 2.43% |
$15.9K - $17.1K
|
4.74K
$351K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-128- 0.57% |
$17.3K - $18.6K
|
22.4K
$1.66M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-133Closed |
$18K - $19.3K
|
0
$0
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-170- 32.08% |
$23K - $24.6K
|
360
$26.7K
|
|
Nov 15, 2021
Q3 2021
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-200Closed |
$27K - $29K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-225Closed |
$30.4K - $32.6K
|
0
$0
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-235- 49.47% |
$31.7K - $34.1K
|
240
$17.8K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-312- 14.09% |
$42.1K - $45.2K
|
1.9K
$141K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-410- 81.84% |
$55.4K - $59.4K
|
91
$6.74K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-554- 41.1% |
$74.8K - $80.3K
|
794
$58.8K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-692Closed |
$93.4K - $100K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
SELL
|
- |
-988- 1.26% |
$133K - $143K
|
77.7K
$5.76M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.13K- 49.67% |
$153K - $164K
|
1.15K
$85K
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-1.46KClosed |
$197K - $212K
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$269K - $288K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.25K- 1.32% |
$708K - $760K
|
391K
$29M
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-5.81KClosed |
$784K - $842K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-6.72K- 97.16% |
$907K - $974K
|
196
$14.5K
|
|
Nov 12, 2021
Q3 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-7.42KClosed |
$1M - $1.08M
|
0
$0
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-12.5K- 63.93% |
$1.69M - $1.82M
|
7.07K
$524K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.9K- 18.08% |
$3.9M - $4.19M
|
131K
$9.7M
|
|
Nov 12, 2021
Q3 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-33.5K- 22.57% |
$4.52M - $4.86M
|
115K
$8.52M
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-53.4KClosed |
$7.21M - $7.74M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-66.7K- 78.82% |
$9.01M - $9.67M
|
17.9K
$1.33M
|