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 |
---|---|---|---|---|---|---|---|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.82K+ 1.51% |
$118K - $134K
|
122K
$8.06M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-52.7K- 51.6% |
$3.43M - $3.87M
|
49.5K
$3.26M
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-6.16K- 47.75% |
$401K - $452K
|
6.74K
$444K
|
|
Apr 17, 2025
Q1 2025
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
44.1KNew |
$2.87M - $3.24M
|
44.1K
$2.91M
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
37+ 127.59% |
$2.41K - $2.72K
|
66
$4.35K
|
|
Apr 16, 2025
Q1 2025
|
Stanley Laman Group, Ltd.
Berwyn, PA |
BUY
|
- |
10.4KNew |
$678K - $765K
|
10.4K
$687K
|
|
Apr 15, 2025
Q1 2025
|
Paragon Advisors, LLC
|
SELL
|
- |
-2.24K- 9.03% |
$146K - $165K
|
22.6K
$1.49M
|
|
Apr 14, 2025
Q1 2025
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
178KNew |
$11.6M - $13.1M
|
178K
$11.8M
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
880KNew |
$57.2M - $64.6M
|
880K
$58M
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.12KNew |
$203K - $229K
|
3.12K
$205K
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
22New |
$1.43K - $1.62K
|
22
$1.45K
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-7.03K- 12.64% |
$457K - $516K
|
48.6K
$3.21M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-7.01K- 31.6% |
$456K - $515K
|
15.2K
$1M
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-4.38K- 97.92% |
$285K - $322K
|
93
$6.13K
|
|
Apr 08, 2025
Q1 2025
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
18.1K+ 17.53% |
$1.18M - $1.33M
|
121K
$8.01M
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 11.65% |
$19.5K - $22K
|
2.28K
$150K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12.2K+ 22.12% |
$821K - $972K
|
67.4K
$4.44M
|
|
Mar 04, 2025
Q4 2024
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
80KNew |
$5.38M - $6.37M
|
80K
$5.27M
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
94.4K+ 23.89% |
$6.35M - $7.52M
|
490K
$32.3M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-145K- 89.12% |
$9.74M - $11.5M
|
17.7K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-243- 3.03% |
$16.3K - $19.4K
|
7.78K
$513K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2- 0.88% |
$135 - $159
|
226
$14.9K
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
80.2KNew |
$5.39M - $6.39M
|
80.2K
$5.28M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-99- 1.48% |
$6.66K - $7.89K
|
6.61K
$435K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 18.36% |
$152K - $180K
|
10K
$662K
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
22.6KNew |
$1.52M - $1.8M
|
22.6K
$1.49M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
119New |
$8.01K - $9.48K
|
119
$7.84K
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
181New |
$12.2K - $14.4K
|
181
$11.9K
|
|
Feb 13, 2025
Q4 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
26K+ 31.07% |
$1.75M - $2.07M
|
110K
$7.24M
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100+ 10.53% |
$6.73K - $7.97K
|
1.05K
$69.2K
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
6.3K+ 3964.15% |
$424K - $502K
|
6.46K
$426K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
24New |
$1.61K - $1.91K
|
24
$1.58K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
200New |
$13.5K - $15.9K
|
200
$13.2K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 5.56% |
$135 - $159
|
34
$2.24K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
55.2K+ 418.34% |
$3.71M - $4.4M
|
68.4K
$4.51M
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
347New |
$23.3K - $27.6K
|
347
$22.9K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
414New |
$27.8K - $33K
|
414
$27.3K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
11+ 2.2% |
$740 - $876
|
511
$33.7K
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 35.29% |
$234K - $278K
|
6.39K
$421K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
237New |
$15.9K - $18.9K
|
237
$15.6K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
80New |
$5.38K - $6.37K
|
80
$5.27K
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
12New |
$807 - $956
|
12
$791
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.26K- 45.11% |
$219K - $260K
|
3.97K
$262K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.4KNew |
$363K - $430K
|
5.4K
$356K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 12.03% |
$14K - $16.6K
|
1.94K
$128K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 7.4% |
$161K - $191K
|
30K
$1.98M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 1.52% |
$3.36K - $3.98K
|
3.35K
$221K
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
86.2KNew |
$5.8M - $6.87M
|
86.2K
$5.68M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
903New |
$60.7K - $71.9K
|
903
$59.5K
|