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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.63K- 3.59% |
$106K - $119K
|
43.7K
$2.88M
|
|
|
May 09, 2025
Q1 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
8.41K+ 55.06% |
$547K - $617K
|
23.7K
$1.56M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
60New |
$3.9K - $4.41K
|
60
$3.96K
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-260- 72.22% |
$16.9K - $19.1K
|
100
$6.59K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 1.72% |
$75.5K - $85.3K
|
66.3K
$4.37M
|
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-958- 0.97% |
$62.3K - $70.3K
|
97.4K
$6.42M
|
|
|
May 09, 2025
Q1 2025
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
10.9K+ 8.84% |
$706K - $797K
|
134K
$8.81M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12K- 18.53% |
$778K - $879K
|
52.6K
$3.47M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
230New |
$15K - $16.9K
|
230
$15.2K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
274New |
$17.8K - $20.1K
|
274
$18.1K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-48.5K- 17.6% |
$3.15M - $3.56M
|
227K
$15M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
18New |
$1.17K - $1.32K
|
18
$1.19K
|
|
|
May 07, 2025
Q1 2025
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
BUY
|
- |
8.63KNew |
$562K - $634K
|
8.63K
$569K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
188K+ 28.89% |
$12.2M - $13.8M
|
838K
$55.2M
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-201- 3.09% |
$13.1K - $14.8K
|
6.31K
$416K
|
|
|
May 07, 2025
Q1 2025
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
17.9K+ 196.15% |
$1.16M - $1.31M
|
27K
$1.78M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.6K+ 6.61% |
$689K - $778K
|
171K
$11.3M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
29+ 0.73% |
$1.89K - $2.13K
|
3.99K
$263K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.87K- 17.7% |
$252K - $284K
|
18K
$1.19M
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
8.1K+ 104.3% |
$527K - $595K
|
15.9K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
248New |
$16.1K - $18.2K
|
248
$16.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-20.4K- 76.46% |
$1.33M - $1.5M
|
6.28K
$414K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-3.86K- 32.19% |
$251K - $284K
|
8.14K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-126- 3.64% |
$8.2K - $9.25K
|
3.33K
$220K
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.01K+ 7.83% |
$261K - $294K
|
55.2K
$3.64M
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
38New |
$2.47K - $2.79K
|
38
$2.5K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-66- 57.39% |
$4.29K - $4.85K
|
49
$3.23K
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
899KNew |
$58.5M - $66M
|
899K
$59.2M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12K+ 2.09% |
$783K - $884K
|
588K
$38.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
55+ 9.34% |
$3.58K - $4.04K
|
644
$42.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.4KNew |
$416K - $470K
|
6.4K
$422K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-696K- 92.26% |
$45.3M - $51.1M
|
58.4K
$3.85M
|
|
|
Apr 29, 2025
Q1 2025
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-4.08K- 15.88% |
$265K - $300K
|
21.6K
$1.42M
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
15K+ 62.05% |
$977K - $1.1M
|
39.2K
$2.59M
|
|
|
Apr 29, 2025
Q1 2025
|
Switch Point Financial Planning, LLC
Lehi, UT |
BUY
|
- |
3.48KNew |
$226K - $255K
|
3.48K
$229K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16New |
$1.04K - $1.17K
|
16
$1.05K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
6.45KNew |
$420K - $474K
|
6.45K
$425K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-761- 1.43% |
$49.5K - $55.9K
|
52.6K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-717- 11.04% |
$46.6K - $52.6K
|
5.78K
$381K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-209- 5.28% |
$13.6K - $15.3K
|
3.75K
$247K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
78.7K+ 6.94% |
$5.12M - $5.78M
|
1.21M
$80M
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-36- 19.25% |
$2.34K - $2.64K
|
151
$9.95K
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
9.76KNew |
$635K - $717K
|
9.76K
$643K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3KNew |
$195K - $220K
|
3K
$198K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
25New |
$1.63K - $1.84K
|
25
$1.65K
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-35- 0.52% |
$2.28K - $2.57K
|
6.64K
$437K
|
|
|
Apr 23, 2025
Q1 2025
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
7.79KNew |
$507K - $572K
|
7.79K
$513K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-734- 0.45% |
$47.7K - $53.9K
|
162K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
77.5KNew |
$5.04M - $5.69M
|
77.5K
$5.11M
|