Purchases and Sales Made in Q4 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.13M+ 491.92% |
$70.7M - $93.2M
|
1.35M
$96.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
851KNew |
$53.5M - $70.5M
|
851K
$60.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
391K+ 103.5% |
$24.6M - $32.4M
|
770K
$54.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
263K+ 157.67% |
$16.5M - $21.8M
|
430K
$30.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
234K+ 27.68% |
$14.7M - $19.3M
|
1.08M
$76.6M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
190KNew |
$11.9M - $15.7M
|
190K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
172KNew |
$10.8M - $14.2M
|
172K
$12.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
123KNew |
$7.74M - $10.2M
|
123K
$8.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
113KNew |
$7.11M - $9.36M
|
113K
$8.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
109KNew |
$6.87M - $9.05M
|
109K
$7.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Sinecera Capital, LLC
|
BUY
|
- |
107K+ 677.32% |
$6.75M - $8.89M
|
123K
$8.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
91.2K+ 510.53% |
$5.73M - $7.55M
|
109K
$7.75M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
87.8K+ 14.5% |
$5.52M - $7.27M
|
693K
$49.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
86.6K+ 89.75% |
$5.44M - $7.17M
|
183K
$13M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
85.1KNew |
$5.35M - $7.05M
|
85.1K
$6.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
80.2K+ 66.91% |
$5.04M - $6.64M
|
200K
$14.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
79.5K+ 64.14% |
$4.99M - $6.58M
|
203K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
71KNew |
$4.46M - $5.88M
|
71K
$5.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
68.5K+ 47.5% |
$4.31M - $5.67M
|
213K
$15.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
67.8KNew |
$4.26M - $5.61M
|
67.8K
$4.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
67.6KNew |
$4.25M - $5.6M
|
67.6K
$4.81M
|
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
59.9K+ 62.85% |
$3.76M - $4.96M
|
155K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
56.3K+ 48.4% |
$3.54M - $4.66M
|
173K
$12.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
56K+ 80.44% |
$3.52M - $4.63M
|
126K
$8.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
55K+ 26.09% |
$3.45M - $4.55M
|
266K
$18.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52.1K+ 32.52% |
$3.27M - $4.31M
|
212K
$15.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.2K+ 236.47% |
$3.09M - $4.07M
|
70K
$4.98M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
48.9K+ 61.49% |
$3.07M - $4.05M
|
129K
$9.14M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
47.5K+ 54015.91% |
$2.99M - $3.94M
|
47.6K
$3.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
44.7KNew |
$2.81M - $3.7M
|
44.7K
$3.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
44.3K+ 61.32% |
$2.79M - $3.67M
|
117K
$8.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
40.9KNew |
$2.57M - $3.38M
|
40.9K
$2.91M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
38.7KNew |
$2.43M - $3.2M
|
38.7K
$2.75M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
37.2K+ 47.59% |
$2.34M - $3.08M
|
115K
$8.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.9K+ 640.97% |
$2.13M - $2.81M
|
39.2K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32K+ 157.27% |
$2.01M - $2.65M
|
52.4K
$3.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
29.7KNew |
$1.87M - $2.46M
|
29.7K
$2.11M
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
27.5KNew |
$1.73M - $2.28M
|
27.5K
$1.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27.3K+ 806.97% |
$1.72M - $2.26M
|
30.7K
$2.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
26.9K+ 22.06% |
$1.69M - $2.22M
|
149K
$10.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26.1KNew |
$1.64M - $2.16M
|
26.1K
$1.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
24KNew |
$1.51M - $1.99M
|
24K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
21.8KNew |
$1.37M - $1.8M
|
21.8K
$1.55M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
20.8KNew |
$1.31M - $1.72M
|
20.8K
$1.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
18.6KNew |
$1.17M - $1.54M
|
18.6K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
18.4KNew |
$1.16M - $1.53M
|
18.4K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
18.4KNew |
$1.16M - $1.52M
|
18.4K
$1.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.5KNew |
$1.1M - $1.45M
|
17.5K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
17K+ 48.57% |
$1.07M - $1.41M
|
52K
$3.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.19M
|