Purchases and Sales Made in Q3 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.69KNew |
$327K - $404K
|
4.69K
$308K
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.42K+ 9.48% |
$238K - $295K
|
39.4K
$2.59M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
3.05K+ 1.48% |
$212K - $263K
|
209K
$13.7M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.04K+ 24.41% |
$212K - $262K
|
15.5K
$1.02M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.49K+ 42.04% |
$174K - $215K
|
8.42K
$553K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.45K+ 1.79% |
$171K - $212K
|
139K
$9.15M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.4KNew |
$167K - $207K
|
2.4K
$157K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
BUY
|
- |
2.37K+ 81.27% |
$166K - $205K
|
5.29K
$348K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 12.24% |
$155K - $192K
|
20.4K
$1.34M
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 49.69% |
$106K - $131K
|
4.59K
$301K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.51K+ 7.67% |
$105K - $130K
|
21.2K
$1.39M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.5K+ 3.12% |
$105K - $129K
|
49.6K
$3.26M
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.47K+ 3.21% |
$102K - $127K
|
47.2K
$3.1M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.26K+ 9.67% |
$87.9K - $109K
|
14.3K
$938K
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.2K+ 39.1% |
$83.8K - $104K
|
4.28K
$281K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.18KNew |
$82K - $101K
|
1.18K
$77.2K
|
|
Jan 12, 2024
Q3 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
772+ 10.72% |
$53.8K - $66.6K
|
7.98K
$524K
|
|
Oct 17, 2023
Q3 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
580+ 5.39% |
$40.5K - $50.1K
|
11.3K
$745K
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
534+ 18.28% |
$37.2K - $46.1K
|
3.46K
$227K
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200New |
$14K - $17.3K
|
200
$13.1K
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
193+ 5.95% |
$13.5K - $16.7K
|
3.44K
$226K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
152+ 139.45% |
$10.6K - $13.1K
|
261
$17.1K
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66New |
$4.6K - $5.7K
|
66
$4.33K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66New |
$4.6K - $5.7K
|
66
$4.33K
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
52+ 0.08% |
$3.63K - $4.49K
|
67.8K
$4.45M
|
|
Nov 14, 2023
Q3 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
51+ 0.33% |
$3.56K - $4.4K
|
15.6K
$1.02M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
45+ 0.87% |
$3.14K - $3.88K
|
5.24K
$344K
|
|
Nov 08, 2023
Q3 2023
|
Sepio Capital, LP
|
BUY
|
- |
45+ 0.28% |
$3.14K - $3.88K
|
15.9K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
41+ 0.21% |
$2.86K - $3.54K
|
19.5K
$1.28M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$1.33K - $1.64K
|
19
$1.25K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
15+ 115.38% |
$1.05K - $1.29K
|
28
$1.84K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11+ 0.21% |
$767 - $949
|
5.29K
$348K
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5+ 500.0% |
$349 - $432
|
6
$394
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$279 - $345
|
4
$263
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-9- 37.5% |
$628 - $777
|
15
$985
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24Closed |
$1.67K - $2.07K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-49- 0.05% |
$3.42K - $4.23K
|
95.3K
$6.26M
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-60- 20.13% |
$4.19K - $5.18K
|
238
$15.6K
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77- 0.07% |
$5.37K - $6.65K
|
108K
$7.11M
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-120- 0.59% |
$8.37K - $10.4K
|
20.1K
$1.32M
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-137- 0.31% |
$9.56K - $11.8K
|
43.7K
$2.87M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-189- 0.24% |
$13.2K - $16.3K
|
78.2K
$5.14M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-247- 21.61% |
$17.2K - $21.3K
|
896
$58.8K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-387- 77.4% |
$27K - $33.4K
|
113
$7.42K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-433- 7.92% |
$30.2K - $37.4K
|
5.04K
$331K
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-445- 4.01% |
$31K - $38.4K
|
10.7K
$700K
|
|
Nov 13, 2023
Q3 2023
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-465- 0.4% |
$32.4K - $40.1K
|
116K
$7.64M
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-739- 8.71% |
$51.5K - $63.8K
|
7.75K
$509K
|