Latest Institutional Transactions on Vanguard Extended Duration Tre (EDV)
This table provides information on the latest institutional transactions involving Vanguard Extended Duration Tre (EDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.65KNew |
$481K - $554K
|
7.65K
$504K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.33KNew |
$209K - $241K
|
3.33K
$220K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
571+ 13.04% |
$35.9K - $41.4K
|
4.95K
$326K
|
|
|
Jul 17, 2025
Q2 2025
|
Income Research & Management
|
BUY
|
- |
404KNew |
$25.4M - $29.3M
|
404K
$26.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.63K- 9.53% |
$291K - $336K
|
44K
$2.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 43.94% |
$1.82K - $2.1K
|
37
$2.44K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
217KNew |
$13.6M - $15.7M
|
217K
$14.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.92K+ 17.39% |
$121K - $139K
|
12.9K
$853K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
3.42KNew |
$215K - $248K
|
3.42K
$226K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
70+ 1.11% |
$4.4K - $5.07K
|
6.38K
$420K
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
834+ 12.57% |
$52.4K - $60.4K
|
7.47K
$492K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.33KNew |
$272K - $314K
|
4.33K
$285K
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-12.8K- 10.56% |
$806K - $930K
|
109K
$7.16M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
8K+ 7.22% |
$502K - $579K
|
119K
$7.83M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 41.57% |
$240K - $277K
|
5.37K
$354K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.8KNew |
$302K - $348K
|
4.8K
$316K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.43K- 2.74% |
$90K - $104K
|
50.9K
$3.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.89K+ 39.06% |
$558K - $644K
|
31.6K
$2.09M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.33K- 2.44% |
$146K - $169K
|
93.3K
$6.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.86K+ 2.31% |
$117K - $135K
|
82.3K
$5.43M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109K- 99.41% |
$6.86M - $7.91M
|
646
$42.6K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.42K- 19.78% |
$152K - $176K
|
9.83K
$648K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.38K+ 3.7% |
$212K - $245K
|
94.5K
$6.23M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-82- 1.43% |
$5.15K - $5.94K
|
5.65K
$372K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
85+ 2.42% |
$5.34K - $6.16K
|
3.6K
$237K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-378- 8.12% |
$23.7K - $27.4K
|
4.28K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-951- 9.06% |
$59.8K - $68.9K
|
9.54K
$629K
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
16.1K+ 10.75% |
$1.01M - $1.17M
|
166K
$11M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
31New |
$1.95K - $2.25K
|
31
$2.04K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.3K+ 644.28% |
$1.13M - $1.27M
|
20K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Empowered Funds, LLC
|
BUY
|
- |
77.9KNew |
$5.07M - $5.72M
|
77.9K
$5.14M
|
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.87K- 56.93% |
$122K - $137K
|
1.42K
$93.3K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.86K- 3.22% |
$121K - $136K
|
55.8K
$3.68M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-97.1K- 31.6% |
$6.32M - $7.13M
|
210K
$13.9M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1K+ 2272.73% |
$65.1K - $73.4K
|
1.04K
$68.8K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 12.14% |
$8.05M - $9.09M
|
895K
$59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-120K- 9.61% |
$7.79M - $8.8M
|
1.13M
$74.3M
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-8.82K- 14.32% |
$574K - $648K
|
52.8K
$3.48M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
3.78K+ 8.55% |
$246K - $277K
|
48K
$3.16M
|
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-303- 8.5% |
$19.7K - $22.2K
|
3.26K
$215K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.13K+ 7.69% |
$73.2K - $82.7K
|
15.8K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.73K- 10.33% |
$373K - $421K
|
49.7K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.8KNew |
$706K - $796K
|
10.8K
$715K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-56- 1.41% |
$3.64K - $4.11K
|
3.92K
$258K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-2.23K- 3.79% |
$145K - $164K
|
56.5K
$3.73M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-2.6K- 26.96% |
$169K - $191K
|
7.03K
$463K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.9KNew |
$3.64M - $4.11M
|
55.9K
$3.69M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
4.56KNew |
$297K - $335K
|
4.56K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.21% |
$65.1 - $73.4
|
485
$32K
|
|
|
May 15, 2025
Q1 2025
|
Capitolis Liquid Global Markets LLC
New York, NY |
BUY
|
- |
56.1KNew |
$3.65M - $4.12M
|
56.1K
$3.7M
|
|