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 220 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
10,042
shares
|
$650,219
0.03% of portfolio
|
Q4 2024
Reduced 18.36%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
9,831
shares
|
$636,557
0.02% of portfolio
|
Q2 2025
Reduced 19.78%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
9,758
shares
|
$631,830
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,595
shares
|
$621,276
0.0% of portfolio
|
Q1 2025
Reduced 29.4%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
9,542
shares
|
$617,844
0.4% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
8,655
shares
|
$560,411
0.03% of portfolio
|
Q1 2025
Reduced 46.84%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
8,633
shares
|
$558,986
0.56% of portfolio
|
Q1 2025
New holding
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
8,136
shares
|
$526,806
0.03% of portfolio
|
Q1 2025
Reduced 32.19%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
7,789
shares
|
$504,337
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
7,789
shares
|
$504,337
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
7,648
shares
|
$495,208
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
7,635
shares
|
$494,366
0.74% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
7,469
shares
|
$483,617
0.14% of portfolio
|
Q2 2025
Added 12.57%
|
|
|
Sykon Capital LLC
Harrison, NY |
May 15, 2025 Q1 2025 |
7,029
shares
|
$455,127
0.19% of portfolio
|
Q1 2025
Reduced 26.96%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,902
shares
|
$446,904
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
6,743
shares
|
$436,609
0.27% of portfolio
|
Q1 2025
Reduced 47.75%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,702
shares
|
$433,954
0.16% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
6,450
shares
|
$417,637
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Apr 30, 2025 Q1 2025 |
6,401
shares
|
$414,464
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
6,377
shares
|
$412,910
0.11% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
6,278
shares
|
$406,500
0.01% of portfolio
|
Q1 2025
Reduced 76.46%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,147
shares
|
$398,018
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
5,820
shares
|
$376,845
0.1% of portfolio
|
Q1 2025
Reduced 54.49%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
5,778
shares
|
$374,125
0.03% of portfolio
|
Q1 2025
Reduced 11.04%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
5,757
shares
|
$372,765
0.0% of portfolio
|
Q1 2025
New holding
|