Institutional Ownership Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV). We have compiled data on the 203 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,828,594
shares
|
$186 Million
0.02% of portfolio
|
Q1 2025
Added 6.62%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,346,407
shares
|
$88.6 Million
0.32% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,263,638
shares
|
$83.2 Million
0.01% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
965,210
shares
|
$63.5 Million
3.59% of portfolio
|
Q2 2025
Added 9.69%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
945,635
shares
|
$62.3 Million
0.0% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
859,094
shares
|
$56.6 Million
0.02% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
846,098
shares
|
$55.7 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
669,018
shares
|
$44 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
605,851
shares
|
$39.9 Million
1.17% of portfolio
|
Q2 2025
Added 2.96%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
540,320
shares
|
$35.6 Million
0.86% of portfolio
|
Q2 2025
Reduced 5.1%
|
|
|
Income Research & Management
|
Jul 17, 2025 Q2 2025 |
403,862
shares
|
$26.6 Million
7.26% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
333,904
shares
|
$22 Million
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
297,297
shares
|
$19.6 Million
0.56% of portfolio
|
Q2 2025
Added 30.99%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
294,107
shares
|
$19.4 Million
7.7% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
245,797
shares
|
$16.2 Million
0.01% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
230,071
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
216,556
shares
|
$14.3 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
212,297
shares
|
$14 Million
0.0% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
206,427
shares
|
$13.6 Million
4.42% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
201,283
shares
|
$13.3 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
183,931
shares
|
$12.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
182,739
shares
|
$12 Million
6.86% of portfolio
|
Q2 2025
Added 12.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
182,055
shares
|
$12 Million
0.0% of portfolio
|
Q2 2025
Added 83.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
181,009
shares
|
$11.9 Million
0.0% of portfolio
|
Q2 2025
Added 904.49%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
166,274
shares
|
$10.9 Million
0.74% of portfolio
|
Q2 2025
Added 10.75%
|