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 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
846+ 7.26% |
$53.2K - $70K
|
12.5K
$926K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
708New |
$44.5K - $58.6K
|
708
$52.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
701New |
$44K - $58K
|
701
$52K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
634New |
$39.8K - $52.5K
|
634
$47K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
381New |
$23.9K - $31.5K
|
381
$28.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
336New |
$21.1K - $27.8K
|
336
$24.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
330New |
$20.7K - $27.3K
|
330
$24.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
321+ 2.56% |
$20.2K - $26.6K
|
12.8K
$952K
|
|
|
Jan 12, 2024
Q4 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
293+ 3.67% |
$18.4K - $24.3K
|
8.27K
$613K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
245+ 7.13% |
$15.4K - $20.3K
|
3.68K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
222+ 296.0% |
$13.9K - $18.4K
|
297
$22K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
211+ 448.94% |
$13.3K - $17.5K
|
258
$19.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
179+ 68.58% |
$11.2K - $14.8K
|
440
$32.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
123New |
$7.73K - $10.2K
|
123
$9.12K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$6.28K - $8.28K
|
100
$7.41K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
95New |
$5.97K - $7.87K
|
95
$7.04K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
73New |
$4.59K - $6.04K
|
73
$5.41K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
37New |
$2.32K - $3.06K
|
37
$2.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
34New |
$2.14K - $2.81K
|
34
$2.52K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$1.19K - $1.57K
|
19
$1.41K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
17New |
$1.07K - $1.41K
|
17
$1.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$817 - $1.08K
|
13
$963
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$565 - $745
|
9
$667
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$251 - $331
|
10
$741
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11- 9.73% |
$691 - $911
|
102
$7.56K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-15- 53.57% |
$942 - $1.24K
|
13
$963
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-125- 3.73% |
$7.85K - $10.3K
|
3.23K
$239K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-149- 3.41% |
$9.36K - $12.3K
|
4.22K
$313K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 21.88% |
$12.3K - $16.2K
|
700
$51.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-331- 0.58% |
$20.8K - $27.4K
|
57K
$4.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-338- 3.92% |
$21.2K - $28K
|
8.28K
$614K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-478- 9.48% |
$30K - $39.6K
|
4.57K
$338K
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-502- 1.1% |
$31.5K - $41.6K
|
45.2K
$3.35M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-573- 5.05% |
$36K - $47.4K
|
10.8K
$798K
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-850- 24.6% |
$53.4K - $70.4K
|
2.61K
$193K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-905- 7.37% |
$56.9K - $74.9K
|
11.4K
$843K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-958- 88.87% |
$60.2K - $79.3K
|
120
$8.89K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.06K- 7.4% |
$66.7K - $87.9K
|
13.3K
$985K
|
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.07K- 6.85% |
$67K - $88.3K
|
14.5K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.28K- 51.8% |
$80.5K - $106K
|
1.19K
$88.4K
|
|
|
Jan 23, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.49K- 3.04% |
$93.7K - $124K
|
47.6K
$3.53M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.52K- 10.4% |
$95.3K - $126K
|
13.1K
$969K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.58K- 14.81% |
$99.2K - $131K
|
9.08K
$673K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.69K- 36.92% |
$106K - $140K
|
2.89K
$214K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.76K- 12.31% |
$111K - $146K
|
12.5K
$929K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.98K- 9.36% |
$125K - $164K
|
19.2K
$1.42M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-2.12K- 11.34% |
$133K - $175K
|
16.5K
$1.23M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-2.37K- 19.25% |
$149K - $196K
|
9.93K
$736K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-2.6K- 45.85% |
$164K - $216K
|
3.08K
$228K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.68K- 51.08% |
$168K - $222K
|
2.56K
$190K
|