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 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$684K - $766K
|
10K
$659K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
511New |
$35K - $39.1K
|
511
$33.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.92KNew |
$337K - $377K
|
4.92K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.84% |
$137 - $153
|
240
$15.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-36.7K- 54.28% |
$2.51M - $2.81M
|
30.9K
$2.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.97KNew |
$613K - $687K
|
8.97K
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130New |
$8.89K - $9.96K
|
130
$8.57K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.85KNew |
$195K - $218K
|
2.85K
$188K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.16K- 58.68% |
$627K - $701K
|
6.45K
$425K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
908+ 3.25% |
$62.1K - $69.5K
|
28.8K
$1.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
311New |
$21.3K - $23.8K
|
311
$20.5K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.6K+ 143.49% |
$1.61M - $1.81M
|
40K
$2.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82KNew |
$330K - $369K
|
4.82K
$318K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$68.4 - $76.6
|
1
$65.9
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71New |
$4.86K - $5.44K
|
71
$4.68K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.45K+ 15.47% |
$99K - $111K
|
10.8K
$712K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.79KNew |
$191K - $214K
|
2.79K
$184K
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 72.73% |
$2.74K - $3.06K
|
15
$989
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
374New |
$25.6K - $28.6K
|
374
$24.7K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 45.45% |
$13.7K - $15.3K
|
240
$15.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.48K+ 117.4% |
$375K - $420K
|
10.1K
$669K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.71K- 17.7% |
$117K - $131K
|
7.93K
$523K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
3K+ 500.0% |
$205K - $230K
|
3.6K
$237K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 2.21% |
$237K - $265K
|
160K
$10.6M
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
196+ 25.0% |
$14.4K - $15.8K
|
980
$64.6K
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9.93KClosed |
$729K - $801K
|
0
$0
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.37K- 37.75% |
$100K - $110K
|
2.25K
$149K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
241New |
$17.7K - $19.5K
|
241
$15.9K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$73.5 - $80.7
|
5.6K
$369K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
90.3KNew |
$6.63M - $7.29M
|
90.3K
$5.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 4.15% |
$160K - $176K
|
54.6K
$3.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.44K+ 36.42% |
$694K - $762K
|
35.4K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
229+ 8.79% |
$16.8K - $18.5K
|
2.83K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.1KNew |
$959K - $1.05M
|
13.1K
$860K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-211- 81.78% |
$15.5K - $17K
|
47
$3.1K
|
|
|
May 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.94KNew |
$290K - $318K
|
3.94K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$204K - $224K
|
2.78K
$183K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-19K- 11.02% |
$1.4M - $1.54M
|
154K
$10.1M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.36KNew |
$320K - $352K
|
4.36K
$287K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
71New |
$5.22K - $5.73K
|
71
$4.68K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.18KNew |
$86.4K - $94.9K
|
1.18K
$77.5K
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
7.54KNew |
$554K - $609K
|
7.54K
$497K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.73K- 9.65% |
$127K - $139K
|
16.2K
$1.06M
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.16K+ 14.01% |
$85.1K - $93.5K
|
9.43K
$621K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-22.2K- 38.34% |
$1.63M - $1.79M
|
35.7K
$2.35M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-10.1K- 42.11% |
$743K - $816K
|
13.9K
$916K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$1.19K - $1.57K
|
19
$1.25K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.18KNew |
$200K - $263K
|
3.18K
$209K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-958- 88.87% |
$60.2K - $79.3K
|
120
$7.91K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$565 - $745
|
9
$593
|
|