Purchases and Sales Made in Q3 2024 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.56KNew |
$464K - $548K
|
6.56K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
6.22K+ 11.96% |
$440K - $519K
|
58.2K
$3.83M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.05K+ 19.65% |
$428K - $505K
|
36.8K
$2.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.05K+ 19.65% |
$428K - $505K
|
36.8K
$2.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.95K+ 0.74% |
$421K - $497K
|
806K
$53M
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5.89K+ 5.36% |
$416K - $492K
|
116K
$7.61M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.64K+ 6.78% |
$399K - $471K
|
88.7K
$5.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.89K+ 16.24% |
$346K - $408K
|
35K
$2.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.57KNew |
$324K - $382K
|
4.57K
$301K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$322K - $380K
|
4.55K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.09KNew |
$289K - $342K
|
4.09K
$269K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4K+ 69.37% |
$283K - $334K
|
9.77K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.88K+ 1.91% |
$274K - $324K
|
206K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.86KNew |
$273K - $322K
|
3.86K
$254K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.66KNew |
$259K - $306K
|
3.66K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
3.46K+ 31.84% |
$245K - $289K
|
14.3K
$943K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
3.3KNew |
$233K - $276K
|
3.3K
$217K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.05KNew |
$216K - $255K
|
3.05K
$201K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 34.03% |
$200K - $236K
|
11.1K
$731K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$198K - $234K
|
2.8K
$184K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$197K - $233K
|
2.79K
$183K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61KNew |
$185K - $218K
|
2.61K
$172K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2.4KNew |
$170K - $200K
|
2.4K
$158K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.06K+ 3.92% |
$145K - $172K
|
54.5K
$3.58M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.95K+ 312.0% |
$138K - $163K
|
2.58K
$169K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.59K+ 3.51% |
$113K - $133K
|
46.9K
$3.09M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.5K+ 26.24% |
$106K - $125K
|
7.23K
$475K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.5K+ 10.3% |
$106K - $125K
|
16.1K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.32K+ 1.43% |
$93.2K - $110K
|
93.2K
$6.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 25.84% |
$89.6K - $106K
|
6.17K
$406K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.26K+ 11.45% |
$89.1K - $105K
|
12.3K
$807K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.14K+ 10.24% |
$80.7K - $95.3K
|
12.3K
$808K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
960+ 14.38% |
$67.9K - $80.2K
|
7.64K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
906+ 19.21% |
$64.1K - $75.7K
|
5.62K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
890+ 8.93% |
$62.9K - $74.3K
|
10.9K
$714K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
747New |
$52.8K - $62.4K
|
747
$49.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
741+ 191.47% |
$52.4K - $61.9K
|
1.13K
$74.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
604+ 4.92% |
$42.7K - $50.4K
|
12.9K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
516+ 6.87% |
$36.5K - $43.1K
|
8.02K
$528K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
500New |
$35.4K - $41.8K
|
500
$32.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 40000.0% |
$28.3K - $33.4K
|
401
$26.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
377+ 0.11% |
$26.7K - $31.5K
|
334K
$22M
|
|
|
Oct 15, 2024
Q3 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
376+ 4.28% |
$26.6K - $31.4K
|
9.16K
$602K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
235+ 0.73% |
$16.6K - $19.6K
|
32.4K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
193+ 2.43% |
$13.7K - $16.1K
|
8.12K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
159New |
$11.2K - $13.3K
|
159
$10.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
154+ 3.02% |
$10.9K - $12.9K
|
5.25K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
150New |
$10.6K - $12.5K
|
150
$9.86K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
146+ 1.02% |
$10.3K - $12.2K
|
14.4K
$947K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 8.67% |
$9.76K - $11.5K
|
1.73K
$114K
|