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 204 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
150,141
shares
|
$10.5 Million
0.74% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
149,763
shares
|
$10.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
132,294
shares
|
$9.27 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
129,089
shares
|
$9.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 55.26%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Feb 11, 2025 Q4 2024 |
123,511
shares
|
$8.65 Million
4.5% of portfolio
|
Q4 2024
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
121,458
shares
|
$8.51 Million
2.19% of portfolio
|
Q1 2025
Added 17.53%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
120,836
shares
|
$8.47 Million
2.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Eq Wealth Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
120,427
shares
|
$8.44 Million
7.84% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
115,786
shares
|
$8.11 Million
6.27% of portfolio
|
Q3 2024
Added 5.36%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
109,813
shares
|
$7.69 Million
2.01% of portfolio
|
Q4 2024
New holding
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
109,780
shares
|
$7.69 Million
3.46% of portfolio
|
Q4 2024
Added 31.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
102,214
shares
|
$7.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 30.63%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
98,336
shares
|
$6.89 Million
8.83% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
93,743
shares
|
$6.57 Million
0.02% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
91,984
shares
|
$6.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
91,098
shares
|
$6.38 Million
1.29% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
90,122
shares
|
$6.31 Million
0.0% of portfolio
|
Q4 2024
Reduced 70.56%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
86,239
shares
|
$6.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Feb 13, 2025 Q4 2024 |
80,171
shares
|
$5.62 Million
2.18% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
80,038
shares
|
$5.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
Mar 04, 2025 Q4 2024 |
80,000
shares
|
$5.61 Million
2.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
68,390
shares
|
$4.79 Million
0.0% of portfolio
|
Q4 2024
Added 418.34%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
67,470
shares
|
$4.73 Million
0.05% of portfolio
|
Q4 2024
Reduced 31.27%
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
64,585
shares
|
$4.53 Million
0.43% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
61,611
shares
|
$4.32 Million
0.2% of portfolio
|
Q4 2024
Reduced 45.79%
|