Latest Institutional Purchases of Vanguard Extended Duration Tre (EDV)
This list provides information on the latest institutional transactions involving Vanguard Extended Duration Tre (EDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.76KNew |
$174K - $229K
|
2.76K
$182K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.7KNew |
$169K - $223K
|
2.7K
$178K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.58KNew |
$162K - $214K
|
2.58K
$170K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.99KNew |
$125K - $165K
|
1.99K
$131K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
853New |
$53.6K - $70.6K
|
853
$56.2K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
634New |
$39.8K - $52.5K
|
634
$41.8K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
381New |
$23.9K - $31.5K
|
381
$25.1K
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
336New |
$21.1K - $27.8K
|
336
$22.1K
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
330New |
$20.7K - $27.3K
|
330
$21.8K
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
37New |
$2.32K - $3.06K
|
37
$2.44K
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
19New |
$1.19K - $1.57K
|
19
$1.25K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$817 - $1.08K
|
13
$857
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$565 - $745
|
9
$593
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$251 - $331
|
10
$659
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
645KNew |
$45M - $55.7M
|
645K
$42.5M
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82.6K+ 701.38% |
$5.76M - $7.13M
|
94.4K
$6.22M
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27KNew |
$1.88M - $2.33M
|
27K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 146.67% |
$1.53M - $1.9M
|
37K
$2.44M
|
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17.2KNew |
$1.2M - $1.48M
|
17.2K
$1.13M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.8KNew |
$890K - $1.1M
|
12.8K
$841K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.69KNew |
$327K - $404K
|
4.69K
$309K
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.4KNew |
$167K - $207K
|
2.4K
$158K
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66New |
$4.6K - $5.7K
|
66
$4.35K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$279 - $345
|
4
$264
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
79K+ 2632166.75% |
$6.58M - $7.3M
|
79K
$5.21M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 1827.15% |
$5.86M - $6.5M
|
74.1K
$4.89M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.04KNew |
$753K - $836K
|
9.04K
$596K
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
8.77KNew |
$731K - $811K
|
8.77K
$578K
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.91KNew |
$576K - $639K
|
6.91K
$456K
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.58KNew |
$465K - $516K
|
5.58K
$368K
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.02KNew |
$335K - $372K
|
4.02K
$265K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.17KNew |
$264K - $293K
|
3.17K
$209K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41KNew |
$201K - $223K
|
2.41K
$159K
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
2.37KNew |
$197K - $219K
|
2.37K
$156K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$150K - $166K
|
1.8K
$119K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49KNew |
$124K - $137K
|
1.49K
$97.9K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.16K+ 164.45% |
$96.8K - $107K
|
1.87K
$123K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
706+ 22.91% |
$58.8K - $65.3K
|
3.79K
$250K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.44% |
$8.34K - $9.25K
|
2.35K
$155K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
51New |
$4.25K - $4.72K
|
51
$3.36K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.5K - $2.77K
|
30
$1.98K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
404KNew |
$33.8M - $37.5M
|
404K
$26.6M
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.44M - $1.6M
|
17.2K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.1KNew |
$1.43M - $1.59M
|
17.1K
$1.13M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.25M - $1.39M
|
15K
$989K
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
9.57KNew |
$800K - $889K
|
9.57K
$631K
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$274K - $305K
|
3.28K
$216K
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.92KNew |
$244K - $272K
|
2.92K
$193K
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
2K+ 5.85% |
$167K - $186K
|
36.2K
$2.39M
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
339New |
$28.3K - $31.5K
|
339
$22.3K
|