Purchases and Sales Made in Q4 2021 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 25, 2022
Q4 2021
|
Q3 Asset Management
|
BUY
|
- |
270KNew |
$35.6M - $40M
|
270K
$19.2M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
85.6KNew |
$11.3M - $12.7M
|
85.6K
$6.09M
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
73.3K+ 26.04% |
$9.67M - $10.9M
|
355K
$25.2M
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
62.2KNew |
$8.21M - $9.22M
|
62.2K
$4.42M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
54.2K+ 13.86% |
$7.15M - $8.03M
|
445K
$31.6M
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
49.1KNew |
$6.48M - $7.28M
|
49.1K
$3.49M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
45.6K+ 63.67% |
$6.02M - $6.76M
|
117K
$8.33M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
34.1K+ 225.61% |
$4.51M - $5.06M
|
49.3K
$3.5M
|
|
Feb 11, 2022
Q4 2021
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
33.4K+ 76.76% |
$4.41M - $4.95M
|
76.9K
$5.47M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.6K+ 346.81% |
$3.38M - $3.8M
|
33K
$2.35M
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
BUY
|
- |
21.6KNew |
$2.85M - $3.21M
|
21.6K
$1.54M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.6K+ 64.49% |
$2.58M - $2.9M
|
50K
$3.55M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.3K+ 23.85% |
$2.54M - $2.85M
|
100K
$7.11M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.5K+ 22.77% |
$2.04M - $2.29M
|
83.4K
$5.93M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.8KNew |
$1.96M - $2.2M
|
14.8K
$1.05M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
14.7K+ 155.12% |
$1.94M - $2.18M
|
24.1K
$1.72M
|
|
Feb 14, 2022
Q4 2021
|
Sinecera Capital, LLC
|
BUY
|
- |
13.5KNew |
$1.78M - $2M
|
13.5K
$960K
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.1K+ 61.81% |
$1.46M - $1.64M
|
29K
$2.06M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.74K+ 648.66% |
$1.15M - $1.3M
|
10.1K
$718K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.7KNew |
$884K - $993K
|
6.7K
$476K
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
5.67KNew |
$748K - $840K
|
5.67K
$403K
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.04KNew |
$534K - $599K
|
4.04K
$287K
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3.95K+ 34.73% |
$521K - $585K
|
15.3K
$1.09M
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.36K+ 14.84% |
$443K - $498K
|
26K
$1.85M
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
3.27K+ 4.21% |
$431K - $484K
|
80.9K
$5.75M
|
|
Feb 09, 2022
Q4 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.19KNew |
$420K - $472K
|
3.19K
$227K
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
2.89KNew |
$381K - $428K
|
2.89K
$205K
|
|
Feb 10, 2022
Q4 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.77K+ 32.75% |
$366K - $411K
|
11.2K
$798K
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.75KNew |
$362K - $407K
|
2.75K
$195K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.6KNew |
$344K - $386K
|
2.6K
$185K
|
|
Jan 28, 2022
Q4 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.1KNew |
$277K - $311K
|
2.1K
$149K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.98K+ 130.79% |
$261K - $293K
|
3.49K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.75KNew |
$231K - $260K
|
1.75K
$125K
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.69K+ 11.62% |
$223K - $250K
|
16.2K
$1.15M
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.05KNew |
$139K - $156K
|
1.05K
$74.8K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
850+ 3.12% |
$112K - $126K
|
28.1K
$2M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
574+ 287.0% |
$75.8K - $85.1K
|
774
$55K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
573+ 1.2% |
$75.6K - $85K
|
48.2K
$3.43M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
429+ 22.54% |
$56.6K - $63.6K
|
2.33K
$166K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
413+ 338.52% |
$54.5K - $61.2K
|
535
$38K
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
402+ 2233.33% |
$53.1K - $59.6K
|
420
$29.9K
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
273+ 1.67% |
$36K - $40.5K
|
16.7K
$1.18M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
226+ 1.65% |
$29.8K - $33.5K
|
13.9K
$989K
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
BUY
|
- |
182+ 4.58% |
$24K - $27K
|
4.15K
$295K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
169+ 3.65% |
$22.3K - $25.1K
|
4.8K
$341K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
159New |
$21K - $23.6K
|
159
$11.3K
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
149+ 1.09% |
$19.7K - $22.1K
|
13.9K
$985K
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
120+ 0.27% |
$15.8K - $17.8K
|
44.3K
$3.15M
|
|
Jan 25, 2022
Q4 2021
|
Sepio Capital, LP
|
BUY
|
- |
81+ 1.01% |
$10.7K - $12K
|
8.06K
$573K
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
57New |
$7.52K - $8.45K
|
57
$4.05K
|