Latest Institutional Sells of Vanguard Extended Duration Tre (EDV)
This list provides information on the latest institutional transactions involving Vanguard Extended Duration Tre (EDV) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.16K- 1.72% |
$75.5K - $85.3K
|
66.3K
$4.37M
|
|
May 09, 2025
Q1 2025
|
Clear Investment Research, LLC
|
SELL
|
- |
-958- 0.97% |
$62.3K - $70.3K
|
97.4K
$6.42M
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-761- 1.43% |
$49.5K - $55.9K
|
52.6K
$3.46M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-743- 13.47% |
$48.3K - $54.6K
|
4.78K
$315K
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-734- 0.45% |
$47.7K - $53.9K
|
162K
$10.7M
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-717- 11.04% |
$46.6K - $52.6K
|
5.78K
$381K
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
SELL
|
- |
-411- 8.58% |
$26.7K - $30.2K
|
4.38K
$289K
|
|
May 14, 2025
Q1 2025
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-404- 7.38% |
$26.3K - $29.7K
|
5.07K
$334K
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-400- 99.75% |
$26K - $29.4K
|
1
$65.9
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-327- 10.51% |
$21.3K - $24K
|
2.78K
$184K
|
|
May 15, 2025
Q1 2025
|
Sepio Capital, LP
|
SELL
|
- |
-303- 8.5% |
$19.7K - $22.2K
|
3.26K
$215K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-300- 11.65% |
$19.5K - $22K
|
2.28K
$150K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-260- 72.22% |
$16.9K - $19.1K
|
100
$6.59K
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-209- 5.28% |
$13.6K - $15.3K
|
3.75K
$247K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-201- 3.09% |
$13.1K - $14.8K
|
6.31K
$416K
|
|
May 05, 2025
Q1 2025
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-126- 3.64% |
$8.2K - $9.25K
|
3.33K
$220K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-66- 57.39% |
$4.29K - $4.85K
|
49
$3.23K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-56- 1.41% |
$3.64K - $4.11K
|
3.92K
$258K
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-36- 19.25% |
$2.34K - $2.64K
|
151
$9.95K
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-35- 0.52% |
$2.28K - $2.57K
|
6.64K
$437K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-1- 0.21% |
$65.1 - $73.4
|
485
$32K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-145K- 89.12% |
$9.74M - $11.5M
|
17.7K
$1.17M
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-89.6K- 96.14% |
$6.03M - $7.14M
|
3.6K
$237K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.45K- 73.57% |
$568K - $673K
|
3.04K
$200K
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-3.49K- 35.29% |
$234K - $278K
|
6.39K
$421K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.26K- 45.11% |
$219K - $260K
|
3.97K
$262K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 3.35% |
$214K - $254K
|
92K
$6.06M
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.54KClosed |
$171K - $203K
|
0
$0
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 7.4% |
$161K - $191K
|
30K
$1.98M
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 36.54% |
$161K - $191K
|
4.16K
$274K
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-2.26K- 18.36% |
$152K - $180K
|
10K
$662K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 5.02% |
$26.8K - $31.7K
|
7.54K
$497K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-243- 3.03% |
$16.3K - $19.4K
|
7.78K
$513K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-99- 1.48% |
$6.66K - $7.89K
|
6.61K
$435K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 17.31% |
$1.21K - $1.43K
|
86
$5.67K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2- 0.88% |
$135 - $159
|
226
$14.9K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2- 5.56% |
$135 - $159
|
34
$2.24K
|
|
Q3 2024 | |||||||
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.1K- 56.06% |
$4.32M - $5.1M
|
47.9K
$3.16M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-818- 18.5% |
$57.9K - $68.3K
|
3.6K
$238K
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-705- 9.52% |
$49.9K - $58.9K
|
6.7K
$442K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-507- 13.0% |
$35.9K - $42.3K
|
3.39K
$224K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-474- 7.69% |
$33.5K - $39.6K
|
5.69K
$375K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 2.96% |
$6.37K - $7.52K
|
2.95K
$194K
|
|
Q2 2024 | |||||||
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 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-9.16K- 58.68% |
$627K - $701K
|
6.45K
$425K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.71K- 17.7% |
$117K - $131K
|
7.93K
$523K
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-200- 45.45% |
$13.7K - $15.3K
|
240
$15.8K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-41- 95.35% |
$2.8K - $3.14K
|
2
$132
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-40- 72.73% |
$2.74K - $3.06K
|
15
$989
|
|
Q1 2024 | |||||||
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-22.2K- 38.34% |
$1.63M - $1.79M
|
35.7K
$2.35M
|