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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 1827.15% |
$5.86M - $6.5M
|
74.1K
$5.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.04KNew |
$753K - $836K
|
9.04K
$643K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
8.77KNew |
$731K - $811K
|
8.77K
$624K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.91KNew |
$576K - $639K
|
6.91K
$492K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.58KNew |
$465K - $516K
|
5.58K
$397K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.02KNew |
$335K - $372K
|
4.02K
$286K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.17KNew |
$264K - $293K
|
3.17K
$226K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41KNew |
$201K - $223K
|
2.41K
$171K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
2.37KNew |
$197K - $219K
|
2.37K
$168K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$150K - $166K
|
1.8K
$128K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49KNew |
$124K - $137K
|
1.49K
$106K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.16K+ 164.45% |
$96.8K - $107K
|
1.87K
$133K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
706+ 22.91% |
$58.8K - $65.3K
|
3.79K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.44% |
$8.34K - $9.25K
|
2.35K
$167K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
51New |
$4.25K - $4.72K
|
51
$3.63K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.5K - $2.77K
|
30
$2.13K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
404KNew |
$33.8M - $37.5M
|
404K
$28.7M
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155KNew |
$13M - $14.4M
|
155K
$11.1M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.44M - $1.6M
|
17.2K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.1KNew |
$1.43M - $1.59M
|
17.1K
$1.22M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.25M - $1.39M
|
15K
$1.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
9.57KNew |
$800K - $889K
|
9.57K
$681K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$274K - $305K
|
3.28K
$233K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.92KNew |
$244K - $272K
|
2.92K
$208K
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
2K+ 5.85% |
$167K - $186K
|
36.2K
$2.57M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
339New |
$28.3K - $31.5K
|
339
$24.1K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100New |
$8.36K - $9.3K
|
100
$7.11K
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
95KNew |
$7.05M - $9.02M
|
95K
$6.76M
|
|
|
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
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.25K+ 94.95% |
$167K - $214K
|
4.63K
$329K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.84KNew |
$137K - $175K
|
1.84K
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
356New |
$26.4K - $33.8K
|
356
$25.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$14.8K - $19K
|
200
$14.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57New |
$4.23K - $5.41K
|
57
$4.05K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25New |
$1.86K - $2.37K
|
25
$1.78K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4+ 40.0% |
$297 - $380
|
14
$996
|
|
| Q3 2022 | |||||||
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
68.3KNew |
$5.82M - $7.18M
|
68.3K
$4.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.26KNew |
$704K - $868K
|
8.26K
$587K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.46KNew |
$294K - $363K
|
3.46K
$246K
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.1KNew |
$264K - $326K
|
3.1K
$221K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
685New |
$58.4K - $72K
|
685
$48.7K
|
|
| Q2 2022 | |||||||
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
6.9KNew |
$649K - $841K
|
6.9K
$491K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.83KNew |
$360K - $466K
|
3.83K
$272K
|
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
704+ 17.92% |
$66.2K - $85.7K
|
4.63K
$329K
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
575+ 4.15% |
$54.1K - $70K
|
14.4K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
525New |
$49.4K - $63.9K
|
525
$37.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
311New |
$29.2K - $37.9K
|
311
$22.1K
|
|
|
Jul 12, 2022
Q2 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
277+ 1.31% |
$26K - $33.7K
|
21.4K
$1.52M
|
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
100New |
$9.4K - $12.2K
|
100
$7.11K
|
|