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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2023
Q3 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-926- 7.01% |
$64.6K - $79.9K
|
12.3K
$806K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.2K- 94.13% |
$83.9K - $104K
|
75
$4.93K
|
|
|
Nov 09, 2023
Q3 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.23K- 6.9% |
$85.9K - $106K
|
16.6K
$1.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.23K- 6.2% |
$86K - $106K
|
18.7K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 31.63% |
$109K - $135K
|
3.39K
$222K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.64K- 39.81% |
$114K - $141K
|
2.48K
$163K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.66K- 60.56% |
$115K - $143K
|
1.08K
$70.8K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.66K- 1.5% |
$115K - $143K
|
108K
$7.12M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.02K- 36.39% |
$141K - $174K
|
3.52K
$231K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.04K- 14.46% |
$142K - $176K
|
12K
$791K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.74KClosed |
$191K - $237K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.96K- 20.24% |
$206K - $255K
|
11.7K
$765K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
SELL
|
- |
-3.85K- 46.83% |
$268K - $332K
|
4.37K
$287K
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-4.14K- 55.26% |
$289K - $357K
|
3.35K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.4K- 47.69% |
$307K - $380K
|
4.83K
$317K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.73K- 36.08% |
$330K - $408K
|
8.37K
$550K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.26K- 20.8% |
$367K - $454K
|
20K
$1.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.4K- 51.71% |
$377K - $466K
|
5.04K
$331K
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-5.53K- 24.33% |
$385K - $477K
|
17.2K
$1.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 14.78% |
$469K - $581K
|
38.8K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.67K- 11.81% |
$535K - $662K
|
57.3K
$3.76M
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-8.44K- 40.7% |
$588K - $728K
|
12.3K
$807K
|
|
|
Nov 14, 2023
Q3 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-9K- 20.45% |
$628K - $777K
|
35K
$2.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 8.92% |
$846K - $1.05M
|
124K
$8.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.5K- 73.36% |
$940K - $1.16M
|
4.89K
$321K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.5K- 10.96% |
$1.43M - $1.77M
|
167K
$11M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.7K- 53.3% |
$1.66M - $2.05M
|
20.8K
$1.37M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.9K- 30.09% |
$1.67M - $2.06M
|
55.5K
$3.65M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-29.2K- 31.59% |
$2.04M - $2.52M
|
63.3K
$4.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-31.4K- 91.28% |
$2.19M - $2.71M
|
3K
$197K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-33.3K- 32.38% |
$2.32M - $2.88M
|
69.6K
$4.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-33.6K- 17.7% |
$2.34M - $2.9M
|
156K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-39.8K- 14.81% |
$2.77M - $3.43M
|
229K
$15M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66K- 14.86% |
$4.6M - $5.7M
|
378K
$24.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-74.5K- 46.1% |
$5.2M - $6.43M
|
87.1K
$5.72M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-74.5K- 32.18% |
$5.2M - $6.43M
|
157K
$10.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-89K- 62.02% |
$6.21M - $7.68M
|
54.5K
$3.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-122K- 89.36% |
$8.54M - $10.6M
|
14.6K
$958K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-130K- 62.04% |
$9.07M - $11.2M
|
79.6K
$5.23M
|