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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96+ 29.0% |
$6.79K - $8.02K
|
427
$28.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
89New |
$6.29K - $7.43K
|
89
$5.85K
|
|
|
Oct 18, 2024
Q3 2024
|
Range Financial Group LLC
|
BUY
|
- |
58+ 0.91% |
$4.1K - $4.84K
|
6.46K
$425K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
48+ 1.66% |
$3.4K - $4.01K
|
2.93K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 1.08% |
$2.48K - $2.92K
|
3.27K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 0.04% |
$2.33K - $2.76K
|
83.8K
$5.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
24+ 218.18% |
$1.7K - $2K
|
35
$2.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16New |
$1.13K - $1.34K
|
16
$1.05K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$919 - $1.09K
|
13
$855
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
9+ 9.47% |
$637 - $752
|
104
$6.84K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8New |
$566 - $668
|
8
$526
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.85% |
$70.7 - $83.5
|
27
$1.78K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 1.35% |
$70.7 - $83.5
|
75
$4.93K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-8- 1.26% |
$566 - $668
|
625
$41.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-34- 12.98% |
$2.4K - $2.84K
|
228
$15K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 2.96% |
$6.37K - $7.52K
|
2.95K
$194K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-92- 2.51% |
$6.51K - $7.68K
|
3.58K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-329- 1.2% |
$23.3K - $27.5K
|
27.2K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-363- 99.18% |
$25.7K - $30.3K
|
3
$197
|
|
|
Oct 10, 2024
Q3 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-397- 3.69% |
$28.1K - $33.2K
|
10.4K
$681K
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-454- 1.02% |
$32.1K - $37.9K
|
44.1K
$2.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-474- 7.69% |
$33.5K - $39.6K
|
5.69K
$374K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Financial LLC
|
SELL
|
- |
-475- 9.73% |
$33.6K - $39.7K
|
4.41K
$290K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-488- 5.79% |
$34.5K - $40.8K
|
7.94K
$522K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-507- 13.0% |
$35.9K - $42.3K
|
3.39K
$223K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-509- 7.58% |
$36K - $42.5K
|
6.2K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-585- 2.23% |
$41.4K - $48.9K
|
25.7K
$1.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-650- 11.66% |
$46K - $54.3K
|
4.93K
$324K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-667- 86.96% |
$47.2K - $55.7K
|
100
$6.58K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-705- 9.52% |
$49.9K - $58.9K
|
6.7K
$441K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-818- 18.5% |
$57.9K - $68.3K
|
3.6K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-835- 22.25% |
$59.1K - $69.7K
|
2.92K
$192K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-989- 5.47% |
$70K - $82.6K
|
17.1K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.23K- 7.48% |
$86.7K - $102K
|
15.2K
$998K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.97K- 22.74% |
$140K - $165K
|
6.71K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.32K- 1.47% |
$164K - $194K
|
156K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.42K- 7.52% |
$171K - $202K
|
29.7K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.78K- 17.09% |
$197K - $232K
|
13.5K
$886K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.9K- 2.96% |
$205K - $242K
|
95K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-3.83K- 20.8% |
$271K - $320K
|
14.6K
$958K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-4K- 25.83% |
$283K - $334K
|
11.5K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.63K- 4.94% |
$327K - $386K
|
89.1K
$5.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.2K- 81.49% |
$1.29M - $1.52M
|
4.14K
$272K
|
|
|
Oct 25, 2024
Q3 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-20.7K- 43.71% |
$1.47M - $1.73M
|
26.7K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-23.2K- 19.59% |
$1.64M - $1.94M
|
95.2K
$6.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.6K- 11.5% |
$2.94M - $3.47M
|
320K
$21M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-50.6K- 95.12% |
$3.58M - $4.23M
|
2.6K
$171K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-55.2K- 66.64% |
$3.9M - $4.61M
|
27.6K
$1.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.1K- 56.06% |
$4.32M - $5.1M
|
47.9K
$3.15M
|