Purchases and Sales Made in Q1 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q1 2023. The information is specifically focused on institutions that hold shares of VANGUARD EXTENDED DURATION TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.85KNew |
$322K - $357K
|
3.85K
$253K
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.82KNew |
$319K - $355K
|
3.82K
$251K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
3.68KNew |
$308K - $342K
|
3.68K
$242K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.59K+ 48.25% |
$300K - $334K
|
11K
$726K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.33K+ 4438.67% |
$278K - $309K
|
3.4K
$224K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$274K - $305K
|
3.28K
$215K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.08KNew |
$258K - $286K
|
3.08K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
3.07K+ 61.57% |
$257K - $286K
|
8.06K
$530K
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
3.02KNew |
$253K - $281K
|
3.02K
$199K
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.92KNew |
$244K - $272K
|
2.92K
$192K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
2.83KNew |
$236K - $263K
|
2.83K
$186K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.73KNew |
$229K - $254K
|
2.73K
$180K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.63KNew |
$220K - $244K
|
2.63K
$173K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.25KNew |
$188K - $209K
|
2.25K
$148K
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.1K+ 6.6% |
$176K - $195K
|
33.9K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
2K+ 5.85% |
$167K - $186K
|
36.2K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99K+ 1.8% |
$166K - $185K
|
113K
$7.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.97KNew |
$165K - $183K
|
1.97K
$130K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.76K+ 66.97% |
$147K - $163K
|
4.38K
$288K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.37K+ 2.84% |
$115K - $127K
|
49.7K
$3.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.2K+ 12.54% |
$100K - $112K
|
10.8K
$708K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
904+ 54.89% |
$75.6K - $84K
|
2.55K
$168K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
825+ 226.03% |
$69K - $76.7K
|
1.19K
$78.3K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
706New |
$59K - $65.6K
|
706
$46.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
658+ 25.78% |
$55K - $61.2K
|
3.21K
$211K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
594+ 1.62% |
$49.7K - $55.2K
|
37.3K
$2.45M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
568+ 962.71% |
$47.5K - $52.8K
|
627
$41.2K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
550New |
$46K - $51.1K
|
550
$36.2K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
339New |
$28.3K - $31.5K
|
339
$22.3K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
155New |
$13K - $14.4K
|
155
$10.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100New |
$8.36K - $9.3K
|
100
$6.58K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
91New |
$7.61K - $8.46K
|
91
$5.98K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
23+ 44.23% |
$1.92K - $2.14K
|
75
$4.93K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5New |
$418 - $465
|
5
$329
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.22% |
$418 - $465
|
2.26K
$148K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-11- 78.57% |
$920 - $1.02K
|
3
$197
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 39.08% |
$2.84K - $3.16K
|
53
$3.49K
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-55- 0.27% |
$4.6K - $5.11K
|
20K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63- 2.01% |
$5.27K - $5.86K
|
3.07K
$202K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-75- 77.32% |
$6.27K - $6.97K
|
22
$1.45K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-398- 90.87% |
$33.3K - $37K
|
40
$2.63K
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-459- 3.37% |
$38.4K - $42.7K
|
13.2K
$866K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-462- 0.41% |
$38.6K - $42.9K
|
112K
$7.35M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.07K- 0.44% |
$89.4K - $99.4K
|
242K
$15.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 20.22% |
$90.1K - $100K
|
4.25K
$280K
|
|
|
May 05, 2023
Q1 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 7.96% |
$108K - $120K
|
14.9K
$983K
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-2.51K- 4.04% |
$210K - $233K
|
59.6K
$3.92M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.52K- 24.51% |
$211K - $234K
|
7.76K
$510K
|
|
|
May 09, 2023
Q1 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-2.59K- 13.04% |
$217K - $241K
|
17.3K
$1.14M
|