Purchases and Sales Made in Q4 2024 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-243- 3.03% |
$16.3K - $19.4K
|
7.78K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 5.02% |
$26.8K - $31.7K
|
7.54K
$528K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-750- 19.43% |
$50.5K - $59.8K
|
3.11K
$218K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 2.14% |
$78.5K - $93K
|
53.3K
$3.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.36K- 5.79% |
$91.7K - $109K
|
22.2K
$1.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-1.58K- 10.41% |
$106K - $126K
|
13.6K
$953K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.65K- 29.38% |
$111K - $132K
|
3.97K
$278K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.93K- 29.81% |
$130K - $153K
|
4.54K
$318K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2K- 20.48% |
$135K - $159K
|
7.77K
$544K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.21K- 35.83% |
$149K - $176K
|
3.96K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 18.36% |
$152K - $180K
|
10K
$704K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 36.54% |
$161K - $191K
|
4.16K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 7.4% |
$161K - $191K
|
30K
$2.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.54K- 17.46% |
$171K - $202K
|
12K
$841K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.54KClosed |
$171K - $203K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.85K- 9.65% |
$192K - $227K
|
26.7K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.91K- 1.49% |
$196K - $232K
|
193K
$13.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 3.35% |
$214K - $254K
|
92K
$6.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.26K- 45.11% |
$219K - $260K
|
3.97K
$278K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 35.29% |
$234K - $278K
|
6.39K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.69K- 40.26% |
$248K - $294K
|
5.47K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.36K- 25.24% |
$293K - $347K
|
12.9K
$905K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.37K- 40.19% |
$294K - $348K
|
6.5K
$455K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.88K- 16.4% |
$328K - $389K
|
24.9K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.25K- 19.3% |
$353K - $418K
|
21.9K
$1.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.73K- 6.68% |
$385K - $457K
|
80K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.75K- 20.83% |
$387K - $458K
|
21.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Napa Wealth Management
Napa, CA |
SELL
|
- |
-5.82K- 40.56% |
$391K - $464K
|
8.53K
$598K
|
|
|
Feb 24, 2025
Q4 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-5.86K- 3.47% |
$394K - $467K
|
163K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.17K- 3.96% |
$415K - $491K
|
150K
$10.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-7.36K- 57.15% |
$495K - $586K
|
5.52K
$387K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.45K- 73.57% |
$568K - $673K
|
3.04K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.9K- 4.01% |
$864K - $1.02M
|
307K
$21.5M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-13.8K- 94.62% |
$927K - $1.1M
|
784
$55K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.7K- 2.82% |
$1.26M - $1.49M
|
645K
$45.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.4K- 33.1% |
$1.51M - $1.79M
|
45.3K
$3.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-22.6K- 33.84% |
$1.52M - $1.8M
|
44.2K
$3.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-24.1K- 6.48% |
$1.62M - $1.92M
|
348K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-26.7K- 10.18% |
$1.8M - $2.13M
|
236K
$16.5M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-27.5K- 68.29% |
$1.85M - $2.19M
|
12.8K
$896K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.6K- 14.32% |
$1.86M - $2.2M
|
165K
$11.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.7K- 31.27% |
$2.07M - $2.45M
|
67.5K
$4.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-43.1K- 56.45% |
$2.9M - $3.44M
|
33.3K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-45.1K- 30.63% |
$3.04M - $3.6M
|
102K
$7.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-51.7K- 84.3% |
$3.48M - $4.12M
|
9.62K
$675K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-52K- 45.79% |
$3.5M - $4.15M
|
61.6K
$4.32M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-89.6K- 96.14% |
$6.03M - $7.14M
|
3.6K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-145K- 89.12% |
$9.74M - $11.5M
|
17.7K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-154K- 17.3% |
$10.4M - $12.3M
|
737K
$51.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-159K- 55.26% |
$10.7M - $12.7M
|
129K
$9.05M
|