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 197 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,485
shares
|
$3.86 Million
0.51% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
48,731
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Added 23.7%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
47,883
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 56.06%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
46,930
shares
|
$3.32 Million
0.25% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
44,267
shares
|
$3.13 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Nov 05, 2024 Q3 2024 |
44,119
shares
|
$3.12 Million
1.44% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Richmond Brothers, Inc.
Jackson, MI |
Nov 12, 2024 Q3 2024 |
41,820
shares
|
$2.96 Million
2.07% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
40,331
shares
|
$2.86 Million
1.26% of portfolio
|
Q3 2024
Added 76.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
36,812
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 19.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
34,977
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 16.24%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
32,414
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
31,369
shares
|
$2.22 Million
0.1% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
30,917
shares
|
$2.19 Million
0.88% of portfolio
|
Q2 2024
Reduced 54.28%
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Oct 28, 2024 Q3 2024 |
29,887
shares
|
$2.12 Million
1.42% of portfolio
|
Q3 2024
Added 198.87%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
29,887
shares
|
$2.12 Million
0.12% of portfolio
|
Q3 2024
Added 198.87%
|
|
|
Paragon Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
29,742
shares
|
$2.11 Million
0.86% of portfolio
|
Q3 2024
Reduced 7.52%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
27,621
shares
|
$1.96 Million
0.23% of portfolio
|
Q3 2022
Reduced 9.16%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
27,609
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2024
Reduced 66.64%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
27,187
shares
|
$1.92 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
26,701
shares
|
$1.89 Million
1.62% of portfolio
|
Q3 2024
Reduced 43.71%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
25,657
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
23,589
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Added 46.22%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
23,543
shares
|
$1.67 Million
0.71% of portfolio
|
Q3 2024
Added 39.75%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
18,428
shares
|
$1.3 Million
0.92% of portfolio
|
Q3 2024
Added 68.91%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
17,262
shares
|
$1.22 Million
0.71% of portfolio
|
Q3 2024
Added 113.43%
|