Purchases and Sales Made in Q1 2024 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q1 2024. 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 13, 2024
Q1 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
3.94KNew |
$290K - $318K
|
3.94K
$275K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.89K+ 3.33% |
$286K - $314K
|
121K
$8.4M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
3.75K+ 147.87% |
$275K - $302K
|
6.28K
$438K
|
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.08K+ 1.99% |
$226K - $249K
|
158K
$11M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.05KNew |
$224K - $246K
|
3.05K
$212K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.96K+ 22.43% |
$217K - $239K
|
16.2K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.78KNew |
$204K - $224K
|
2.78K
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
2.59K+ 20.69% |
$190K - $209K
|
15.1K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.18K+ 4.15% |
$160K - $176K
|
54.6K
$3.8M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.74K+ 56.68% |
$128K - $141K
|
4.82K
$336K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.42K+ 55.4% |
$104K - $115K
|
3.98K
$278K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.4K+ 32.07% |
$103K - $113K
|
5.77K
$402K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.38KNew |
$101K - $111K
|
1.38K
$96.3K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.22K+ 8.79% |
$89.7K - $98.5K
|
15.1K
$1.05M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.18KNew |
$86.4K - $94.9K
|
1.18K
$82K
|
|
|
May 01, 2024
Q1 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
1.16K+ 14.01% |
$85.1K - $93.5K
|
9.43K
$657K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
963+ 17.87% |
$70.8K - $77.7K
|
6.35K
$443K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
950New |
$69.8K - $76.7K
|
950
$66.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
845+ 1.67% |
$62.1K - $68.2K
|
51.5K
$3.59M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
737+ 23.3% |
$54.1K - $59.5K
|
3.9K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
528+ 2.87% |
$38.8K - $42.6K
|
19K
$1.32M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
499+ 1.62% |
$36.7K - $40.3K
|
31.2K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
461+ 1.73% |
$33.9K - $37.2K
|
27K
$1.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 37.81% |
$29.4K - $32.3K
|
1.46K
$102K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
368+ 1.34% |
$27K - $29.7K
|
27.9K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
347+ 1.54% |
$25.5K - $28K
|
22.9K
$1.6M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
241New |
$17.7K - $19.5K
|
241
$16.8K
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
238New |
$17.5K - $19.2K
|
238
$16.6K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
229+ 8.79% |
$16.8K - $18.5K
|
2.83K
$198K
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
196+ 25.0% |
$14.4K - $15.8K
|
980
$68.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
BUY
|
- |
177+ 4.19% |
$13K - $14.3K
|
4.4K
$307K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
147+ 4.73% |
$10.8K - $11.9K
|
3.25K
$227K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
140+ 3.8% |
$10.3K - $11.3K
|
3.82K
$266K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
71New |
$5.22K - $5.73K
|
71
$4.95K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
71New |
$5.22K - $5.73K
|
71
$4.95K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
60New |
$4.41K - $4.84K
|
60
$4.18K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
47+ 49.47% |
$3.45K - $3.79K
|
142
$9.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
44+ 338.46% |
$3.23K - $3.55K
|
57
$3.97K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
43New |
$3.16K - $3.47K
|
43
$3K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
40+ 266.67% |
$2.94K - $3.23K
|
55
$3.83K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
26New |
$1.91K - $2.1K
|
26
$1.81K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
6+ 0.85% |
$441 - $484
|
714
$49.8K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- 0.02% |
$73.5 - $80.7
|
5.6K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-71- 98.61% |
$5.22K - $5.73K
|
1
$69.7
|
|
|
May 15, 2024
Q1 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-201- 0.24% |
$14.8K - $16.2K
|
82.9K
$5.78M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-211- 81.78% |
$15.5K - $17K
|
47
$3.28K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-222- 74.75% |
$16.3K - $17.9K
|
75
$5.23K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-231- 2.41% |
$17K - $18.6K
|
9.35K
$652K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-292- 0.67% |
$21.5K - $23.6K
|
43K
$3M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-372- 53.07% |
$27.3K - $30K
|
329
$22.9K
|