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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
Ballew Advisors, Inc
|
SELL
|
- |
-391- 3.44% |
$28.7K - $31.6K
|
11K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-413- 34.62% |
$30.3K - $33.3K
|
780
$54.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-503- 7.5% |
$37K - $40.6K
|
6.2K
$432K
|
|
|
May 14, 2024
Q1 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
SELL
|
- |
-542- 3.74% |
$39.8K - $43.7K
|
14K
$973K
|
|
|
May 29, 2024
Q1 2024
|
Clean Yield Group
|
SELL
|
- |
-600- 50.0% |
$44.1K - $48.4K
|
600
$41.8K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-600- 6.61% |
$44.1K - $48.4K
|
8.48K
$591K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-920- 1.2% |
$67.6K - $74.3K
|
76K
$5.3M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-931- 5.63% |
$68.4K - $75.1K
|
15.6K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-986- 9.67% |
$72.4K - $79.6K
|
9.21K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-1.14K- 2.53% |
$83.9K - $92.2K
|
44.1K
$3.07M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1.2K- 1.75% |
$88.1K - $96.8K
|
67.3K
$4.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.27K- 1.37% |
$92.9K - $102K
|
91.2K
$6.36M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1.37K- 37.75% |
$100K - $110K
|
2.25K
$157K
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-1.58K- 3.58% |
$116K - $127K
|
42.5K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.73K- 9.65% |
$127K - $139K
|
16.2K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.76K- 14.01% |
$129K - $142K
|
10.8K
$751K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.27K- 7.14% |
$166K - $183K
|
29.5K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 36.25% |
$354K - $389K
|
8.48K
$591K
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-5.18K- 40.3% |
$380K - $418K
|
7.67K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-7.04K- 42.24% |
$518K - $569K
|
9.63K
$671K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-7.64K- 63.61% |
$561K - $616K
|
4.37K
$305K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-8.48KClosed |
$623K - $684K
|
0
$0
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.75K- 26.47% |
$716K - $787K
|
27.1K
$1.89M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-9.93KClosed |
$729K - $801K
|
0
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-10.1K- 42.11% |
$743K - $816K
|
13.9K
$969K
|
|
|
May 13, 2024
Q1 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-10.2K- 34.34% |
$750K - $824K
|
19.5K
$1.36M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-10.6K- 58.48% |
$779K - $856K
|
7.53K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15.3K- 8.17% |
$1.12M - $1.23M
|
172K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-19K- 11.02% |
$1.4M - $1.54M
|
154K
$10.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-20.5K- 98.35% |
$1.5M - $1.65M
|
344
$24K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22.6K- 57.72% |
$1.66M - $1.83M
|
16.6K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.1K- 42.39% |
$1.7M - $1.86M
|
31.4K
$2.19M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-24.4K- 59.78% |
$1.8M - $1.97M
|
16.4K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.4K- 6.61% |
$2.09M - $2.3M
|
402K
$28M
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-29.1K- 15.31% |
$2.14M - $2.35M
|
161K
$11.2M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-31.6K- 4.56% |
$2.32M - $2.55M
|
662K
$46.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-33K- 48.7% |
$2.43M - $2.66M
|
34.8K
$2.42M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-34.1K- 17.05% |
$2.51M - $2.75M
|
166K
$11.6M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-38.2K- 30.4% |
$2.8M - $3.08M
|
87.4K
$6.09M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-43.9K- 3.19% |
$3.22M - $3.54M
|
1.33M
$92.9M
|
|
|
Apr 29, 2024
Q1 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-47.5K- 99.82% |
$3.49M - $3.84M
|
88
$6.13K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-48.2K- 41.76% |
$3.54M - $3.89M
|
67.2K
$4.68M
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-54.6K- 76.87% |
$4.01M - $4.41M
|
16.4K
$1.15M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-88.4K- 71.83% |
$6.5M - $7.14M
|
34.7K
$2.42M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-94.1K- 83.2% |
$6.91M - $7.6M
|
19K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-113K- 76.27% |
$8.33M - $9.15M
|
35.3K
$2.46M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-117K- 63.7% |
$8.56M - $9.41M
|
66.4K
$4.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Sinecera Capital, LLC
|
SELL
|
- |
-117K- 94.58% |
$8.57M - $9.41M
|
6.68K
$465K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-138K- 80.29% |
$10.1M - $11.1M
|
33.8K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-181K- 16.83% |
$13.3M - $14.6M
|
896K
$62.5M
|