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 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.78K- 84.16% |
$400K - $444K
|
900
$63.7K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155KNew |
$13M - $14.4M
|
155K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.1KNew |
$1.43M - $1.59M
|
17.1K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
2K+ 5.85% |
$167K - $186K
|
36.2K
$2.56M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
404KNew |
$33.8M - $37.5M
|
404K
$28.6M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100New |
$8.36K - $9.3K
|
100
$7.08K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 56.16% |
$343K - $381K
|
3.2K
$227K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.44M - $1.6M
|
17.2K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.25M - $1.39M
|
15K
$1.06M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.22% |
$418 - $465
|
2.26K
$160K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
339New |
$28.3K - $31.5K
|
339
$24K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
9.57KNew |
$800K - $889K
|
9.57K
$677K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$274K - $305K
|
3.28K
$232K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$74.2 - $95
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
356New |
$26.4K - $33.8K
|
356
$25.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25New |
$1.86K - $2.37K
|
25
$1.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.11KClosed |
$305K - $390K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.84KNew |
$137K - $175K
|
1.84K
$130K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.25K+ 94.95% |
$167K - $214K
|
4.63K
$328K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4+ 40.0% |
$297 - $380
|
14
$991
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-111K- 69.34% |
$8.24M - $10.5M
|
49.1K
$3.47M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$14.8K - $19K
|
200
$14.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
95KNew |
$7.05M - $9.02M
|
95K
$6.73M
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.83KNew |
$210K - $269K
|
2.83K
$201K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.52KNew |
$187K - $239K
|
2.52K
$179K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57New |
$4.23K - $5.41K
|
57
$4.04K
|
|
| Q3 2022 | |||||||
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-85- 3.07% |
$7.24K - $8.94K
|
2.69K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.46KNew |
$294K - $363K
|
3.46K
$245K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.79K- 9.16% |
$237K - $293K
|
27.6K
$1.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.1KNew |
$264K - $326K
|
3.1K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.26KNew |
$704K - $868K
|
8.26K
$585K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
68.3KNew |
$5.82M - $7.18M
|
68.3K
$4.84M
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
685New |
$58.4K - $72K
|
685
$48.5K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-105- 23.33% |
$8.95K - $11K
|
345
$24.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.1KClosed |
$1.24M - $1.6M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.83KNew |
$360K - $466K
|
3.83K
$271K
|
|
|
Aug 15, 2022
Q2 2022
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-22.6KClosed |
$2.13M - $2.75M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
311New |
$29.2K - $37.9K
|
311
$22K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
525New |
$49.4K - $63.9K
|
525
$37.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
704+ 17.92% |
$66.2K - $85.7K
|
4.63K
$328K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.93KClosed |
$464K - $600K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-9Closed |
$846 - $1.1K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8- 0.05% |
$752 - $974
|
15.1K
$1.07M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-121Closed |
$11.4K - $14.7K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
6.9KNew |
$649K - $841K
|
6.9K
$489K
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-3.01KClosed |
$283K - $366K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
L.M. Kohn & Company
|
SELL
|
- |
-6.12KClosed |
$575K - $745K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-7.42K- 97.37% |
$697K - $903K
|
200
$14.2K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-561Closed |
$52.8K - $68.3K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
SELL
|
- |
-3.3KClosed |
$310K - $401K
|
0
$0
|
|