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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
15.2K+ 22.3% |
$953K - $1.26M
|
83.1K
$5.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.4KNew |
$776K - $1.02M
|
12.4K
$878K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.3K+ 1.52% |
$772K - $1.02M
|
821K
$58.4M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
12.3K+ 1.52% |
$772K - $1.02M
|
821K
$58.4M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.8KNew |
$742K - $977K
|
11.8K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.4K+ 67.38% |
$656K - $864K
|
25.9K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9.94KNew |
$624K - $823K
|
9.94K
$707K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
9.5K+ 113.51% |
$597K - $787K
|
17.9K
$1.27M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
8.53K+ 12.58% |
$536K - $706K
|
76.3K
$5.43M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.37K+ 173.49% |
$526K - $693K
|
13.2K
$938K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.02KNew |
$504K - $664K
|
8.02K
$570K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.03K+ 35.99% |
$442K - $582K
|
26.6K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
6.88KNew |
$432K - $570K
|
6.88K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.2KNew |
$390K - $513K
|
6.2K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.07KNew |
$381K - $502K
|
6.07K
$431K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.6KNew |
$352K - $464K
|
5.6K
$398K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.35K+ 7.48% |
$336K - $443K
|
76.9K
$5.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
5.34K+ 6.13% |
$336K - $442K
|
92.5K
$6.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
5.33K+ 41.57% |
$335K - $441K
|
18.1K
$1.29M
|
|
|
Jan 18, 2024
Q4 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
4.77K+ 5.08% |
$299K - $394K
|
98.5K
$7.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.6K+ 11.68% |
$289K - $381K
|
44K
$3.13M
|
|
|
Mar 15, 2024
Q4 2023
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
4.11KNew |
$258K - $341K
|
4.11K
$293K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
3.62KNew |
$227K - $300K
|
3.62K
$257K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.37KNew |
$212K - $279K
|
3.37K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.29K+ 308.14% |
$207K - $273K
|
4.36K
$310K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.2KNew |
$201K - $265K
|
3.2K
$228K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.18KNew |
$200K - $263K
|
3.18K
$226K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.18KNew |
$200K - $263K
|
3.18K
$226K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3.16KNew |
$199K - $262K
|
3.16K
$225K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.11K+ 48.02% |
$195K - $257K
|
9.58K
$681K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$188K - $248K
|
3K
$213K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.92K+ 82.94% |
$184K - $242K
|
6.44K
$458K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84KNew |
$179K - $235K
|
2.84K
$202K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.76KNew |
$174K - $229K
|
2.76K
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.7KNew |
$169K - $223K
|
2.7K
$192K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.58KNew |
$162K - $214K
|
2.58K
$184K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
2.53KNew |
$159K - $210K
|
2.53K
$180K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.53KNew |
$159K - $209K
|
2.53K
$180K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.47KNew |
$155K - $205K
|
2.47K
$176K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.99KNew |
$125K - $165K
|
1.99K
$142K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.77K+ 21.06% |
$111K - $147K
|
10.2K
$725K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.41K+ 26.71% |
$88.8K - $117K
|
6.71K
$477K
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
BUY
|
- |
1.2KNew |
$75.4K - $99.3K
|
1.2K
$85.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.11K+ 26.01% |
$69.9K - $92.1K
|
5.39K
$383K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 4709.09% |
$65.1K - $85.8K
|
1.06K
$75.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
986+ 1.99% |
$62K - $81.6K
|
50.6K
$3.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
964+ 3.36% |
$60.6K - $79.8K
|
29.7K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
918+ 11.86% |
$57.7K - $76K
|
8.66K
$616K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
853New |
$53.6K - $70.6K
|
853
$60.7K
|