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 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.37K- 37.75% |
$100K - $110K
|
2.25K
$148K
|
|
|
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
$5.94M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 4.15% |
$160K - $176K
|
54.6K
$3.59M
|
|
|
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
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$204K - $224K
|
2.78K
$183K
|
|
|
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
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.94KNew |
$290K - $318K
|
3.94K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-211- 81.78% |
$15.5K - $17K
|
47
$3.09K
|
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.1KNew |
$959K - $1.05M
|
13.1K
$859K
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.36KNew |
$320K - $352K
|
4.36K
$287K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-19K- 11.02% |
$1.4M - $1.54M
|
154K
$10.1M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
71New |
$5.22K - $5.73K
|
71
$4.67K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.18KNew |
$86.4K - $94.9K
|
1.18K
$77.4K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.73K- 9.65% |
$127K - $139K
|
16.2K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
7.54KNew |
$554K - $609K
|
7.54K
$497K
|
|
|
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
|
- |
-10.1K- 42.11% |
$743K - $816K
|
13.9K
$915K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-22.2K- 38.34% |
$1.63M - $1.79M
|
35.7K
$2.35M
|
|
| 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
$7.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$565 - $745
|
9
$593
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
634New |
$39.8K - $52.5K
|
634
$41.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
9.94KNew |
$624K - $823K
|
9.94K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.96K- 23.82% |
$249K - $328K
|
12.7K
$834K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.2KNew |
$390K - $513K
|
6.2K
$408K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.4K- 35.7% |
$1.22M - $1.61M
|
35K
$2.31M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
853New |
$53.6K - $70.6K
|
853
$56.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
381New |
$23.9K - $31.5K
|
381
$25.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.2KNew |
$201K - $265K
|
3.2K
$211K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.17K- 36.26% |
$262K - $345K
|
7.33K
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.07KNew |
$381K - $502K
|
6.07K
$399K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84KNew |
$179K - $235K
|
2.84K
$187K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 21.88% |
$12.3K - $16.2K
|
700
$46.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
330New |
$20.7K - $27.3K
|
330
$21.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.99KNew |
$125K - $165K
|
1.99K
$131K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
38.7KNew |
$2.43M - $3.2M
|
38.7K
$2.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.7KNew |
$169K - $223K
|
2.7K
$178K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$817 - $1.08K
|
13
$856
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.8KNew |
$742K - $977K
|
11.8K
$777K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.18KNew |
$200K - $263K
|
3.18K
$209K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$251 - $331
|
10
$658
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.58KNew |
$162K - $214K
|
2.58K
$170K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
37New |
$2.32K - $3.06K
|
37
$2.44K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-125- 3.73% |
$7.85K - $10.3K
|
3.23K
$212K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.76KNew |
$174K - $229K
|
2.76K
$182K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-80.6K- 74.3% |
$5.06M - $6.67M
|
27.9K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
336New |
$21.1K - $27.8K
|
336
$22.1K
|
|