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 |
---|---|---|---|---|---|---|---|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-125- 6.45% |
$7.85K - $9.06K
|
1.81K
$119K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-195- 4.08% |
$12.3K - $14.1K
|
4.58K
$302K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21K+ 2.51% |
$1.32M - $1.52M
|
859K
$56.6M
|
|
Aug 12, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
531+ 6637.5% |
$33.4K - $38.5K
|
539
$35.5K
|
|
Aug 12, 2025
Q2 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.4K+ 35.76% |
$970K - $1.12M
|
58.6K
$3.86M
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
1+ 0.21% |
$62.8 - $72.5
|
486
$32K
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.36K+ 11.87% |
$462K - $533K
|
69.3K
$4.56M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-77- 89.53% |
$4.84K - $5.58K
|
9
$593
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.22K- 2.58% |
$202K - $233K
|
122K
$8.01M
|
|
Aug 08, 2025
Q2 2025
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
4.98KNew |
$313K - $361K
|
4.98K
$328K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
3.5KNew |
$220K - $254K
|
3.5K
$230K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-51.6K- 92.29% |
$3.24M - $3.74M
|
4.31K
$284K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.91K+ 16.29% |
$371K - $428K
|
42.2K
$2.78M
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-227- 5.69% |
$14.3K - $16.4K
|
3.76K
$248K
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
132New |
$8.29K - $9.56K
|
132
$8.69K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.1K+ 7.67% |
$823K - $949K
|
184K
$12.1M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.15KNew |
$198K - $228K
|
3.15K
$207K
|
|
Aug 07, 2025
Q2 2025
|
Evoke Wealth, LLC
|
SELL
|
- |
-27.6K- 58.14% |
$1.74M - $2M
|
19.9K
$1.31M
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
17.1KNew |
$1.07M - $1.24M
|
17.1K
$1.12M
|
|
Aug 07, 2025
Q2 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
85.2K+ 9.69% |
$5.36M - $6.18M
|
965K
$63.5M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.4K+ 2.96% |
$1.09M - $1.26M
|
606K
$39.9M
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
57New |
$3.58K - $4.13K
|
57
$3.75K
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33K+ 75.5% |
$2.07M - $2.39M
|
76.6K
$5.05M
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
24K+ 8.9% |
$1.51M - $1.74M
|
294K
$19.4M
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-28.1K- 3.22% |
$1.77M - $2.04M
|
846K
$55.7M
|
|
Aug 06, 2025
Q2 2025
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-29K- 5.1% |
$1.82M - $2.1M
|
540K
$35.6M
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
19K+ 12587.42% |
$1.19M - $1.38M
|
19.2K
$1.26M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-674- 3.75% |
$42.3K - $48.8K
|
17.3K
$1.14M
|
|
Aug 06, 2025
Q2 2025
|
Stokes Family Office, LLC
|
BUY
|
- |
10KNew |
$628K - $725K
|
10K
$658K
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
448New |
$28.1K - $32.5K
|
448
$29.5K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-4.31K- 79.95% |
$271K - $313K
|
1.08K
$71.2K
|
|
Aug 04, 2025
Q2 2025
|
Haven Private, LLC
Orlando, FL |
SELL
|
- |
-19.8K- 83.53% |
$1.24M - $1.43M
|
3.9K
$257K
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-11.6K- 11.89% |
$728K - $839K
|
85.8K
$5.65M
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
176+ 5.87% |
$11.1K - $12.8K
|
3.18K
$209K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-7.96K- 1.18% |
$500K - $577K
|
669K
$44M
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
- |
6.4KNew |
$402K - $464K
|
6.4K
$421K
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
PUT |
9.4KNew |
$591K - $681K
|
9.4K
$619K
|
|
Aug 01, 2025
Q2 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
SELL
|
- |
-1- 0.03% |
$62.8 - $72.5
|
3.48K
$229K
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
359+ 386.02% |
$22.6K - $26K
|
452
$29.8K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-276- 0.56% |
$17.3K - $20K
|
49.2K
$3.24M
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37.3KNew |
$2.35M - $2.7M
|
37.3K
$2.46M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.07K- 8.69% |
$319K - $368K
|
53.3K
$3.51M
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.99KNew |
$125K - $144K
|
1.99K
$131K
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
8New |
$503 - $580
|
8
$527
|
|
Jul 30, 2025
Q2 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-8.13K- 35.95% |
$511K - $589K
|
14.5K
$954K
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-146- 4.41% |
$9.17K - $10.6K
|
3.17K
$208K
|
|
Jul 29, 2025
Q2 2025
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
BUY
|
- |
1.17KNew |
$73.4K - $84.7K
|
1.17K
$77K
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.61K+ 19.39% |
$478K - $551K
|
46.8K
$3.08M
|