Purchases and Sales Made in Q2 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.49KNew |
$625K - $693K
|
7.49K
$493K
|
|
|
Jul 26, 2023
Q2 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.26K+ 9.15% |
$605K - $671K
|
86.6K
$5.69M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.91KNew |
$576K - $639K
|
6.91K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.71K+ 153.14% |
$559K - $621K
|
11.1K
$730K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.93KNew |
$494K - $548K
|
5.93K
$390K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.58KNew |
$465K - $516K
|
5.58K
$367K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.54KNew |
$462K - $512K
|
5.54K
$364K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.47KNew |
$456K - $506K
|
5.47K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.38KNew |
$449K - $498K
|
5.38K
$354K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.38K+ 7.37% |
$449K - $498K
|
78.4K
$5.15M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.26K+ 13.66% |
$439K - $487K
|
43.8K
$2.88M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.87K+ 191.06% |
$406K - $451K
|
7.43K
$488K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.45KNew |
$371K - $412K
|
4.45K
$293K
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.43KNew |
$369K - $409K
|
4.43K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
4.08KNew |
$340K - $377K
|
4.08K
$268K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.02KNew |
$335K - $372K
|
4.02K
$264K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.32K+ 36.34% |
$277K - $307K
|
12.5K
$819K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
3.25KNew |
$270K - $300K
|
3.25K
$213K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.17KNew |
$264K - $293K
|
3.17K
$209K
|
|
|
Jul 20, 2023
Q2 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2.92KNew |
$243K - $270K
|
2.92K
$192K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.68K+ 5056.6% |
$223K - $248K
|
2.73K
$180K
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.5K+ 31.35% |
$208K - $231K
|
10.5K
$689K
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.45KNew |
$204K - $226K
|
2.45K
$161K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41KNew |
$201K - $223K
|
2.41K
$158K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
2.37KNew |
$197K - $219K
|
2.37K
$156K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.07K+ 6.1% |
$173K - $191K
|
36K
$2.37M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$150K - $166K
|
1.8K
$118K
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.73K+ 14.01% |
$144K - $160K
|
14.1K
$926K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.61K+ 4030.0% |
$134K - $149K
|
1.65K
$109K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49KNew |
$124K - $137K
|
1.49K
$97.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.4K+ 51.34% |
$116K - $129K
|
4.11K
$270K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.27K+ 25460.0% |
$106K - $118K
|
1.28K
$84K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.16K+ 164.45% |
$96.8K - $107K
|
1.87K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
857New |
$71.4K - $79.3K
|
857
$56.4K
|
|
|
Jan 12, 2024
Q2 2023
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
726+ 11.21% |
$60.5K - $67.1K
|
7.2K
$474K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
706+ 22.91% |
$58.8K - $65.3K
|
3.79K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
701+ 16.48% |
$58.4K - $64.8K
|
4.95K
$326K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
686+ 14.92% |
$57.2K - $63.4K
|
5.28K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
564+ 3.77% |
$47K - $52.2K
|
15.5K
$1.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
564+ 3.26% |
$47K - $52.2K
|
17.9K
$1.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$41.7K - $46.2K
|
500
$32.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
481New |
$40.1K - $44.5K
|
481
$31.6K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
411+ 461.8% |
$34.3K - $38K
|
500
$32.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
361New |
$30.1K - $33.4K
|
361
$23.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
336+ 3.12% |
$28K - $31.1K
|
11.1K
$730K
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
248+ 8.78% |
$20.7K - $22.9K
|
3.07K
$202K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
247+ 27.57% |
$20.6K - $22.8K
|
1.14K
$75.2K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
115+ 4.38% |
$9.59K - $10.6K
|
2.74K
$180K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
105+ 0.81% |
$8.75K - $9.71K
|
13K
$857K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
104+ 2080.0% |
$8.67K - $9.62K
|
109
$7.17K
|