Purchases and Sales Made in Q2 2025 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Income Research & Management
|
BUY
|
- |
404KNew |
$25.4M - $29.3M
|
404K
$26.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
217KNew |
$13.6M - $15.7M
|
217K
$14.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
16.1K+ 10.75% |
$1.01M - $1.17M
|
166K
$11M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
8.89K+ 39.06% |
$558K - $644K
|
31.6K
$2.09M
|
|
|
Jul 11, 2025
Q2 2025
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
8K+ 7.22% |
$502K - $579K
|
119K
$7.83M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
7.65KNew |
$481K - $554K
|
7.65K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.8KNew |
$302K - $348K
|
4.8K
$316K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.33KNew |
$272K - $314K
|
4.33K
$285K
|
|
|
Jul 16, 2025
Q2 2025
|
Freestate Advisors LLC
Overland Park, KS |
BUY
|
- |
3.42KNew |
$215K - $248K
|
3.42K
$226K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
3.38K+ 3.7% |
$212K - $245K
|
94.5K
$6.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
3.33KNew |
$209K - $241K
|
3.33K
$220K
|
|
|
Jul 17, 2025
Q2 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.92K+ 17.39% |
$121K - $139K
|
12.9K
$853K
|
|
|
Jul 10, 2025
Q2 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
1.86K+ 2.31% |
$117K - $135K
|
82.3K
$5.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
834+ 12.57% |
$52.4K - $60.4K
|
7.47K
$492K
|
|
|
Jul 18, 2025
Q2 2025
|
Clarity Financial LLC
|
BUY
|
- |
571+ 13.04% |
$35.9K - $41.4K
|
4.95K
$326K
|
|
|
Jul 09, 2025
Q2 2025
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
85+ 2.42% |
$5.34K - $6.16K
|
3.6K
$237K
|
|
|
Jul 15, 2025
Q2 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
70+ 1.11% |
$4.4K - $5.07K
|
6.38K
$420K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
31New |
$1.95K - $2.25K
|
31
$2.04K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-29- 43.94% |
$1.82K - $2.1K
|
37
$2.44K
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-82- 1.43% |
$5.15K - $5.94K
|
5.65K
$372K
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
SELL
|
- |
-378- 8.12% |
$23.7K - $27.4K
|
4.28K
$282K
|
|
|
Jul 08, 2025
Q2 2025
|
Ballew Advisors, Inc
|
SELL
|
- |
-951- 9.06% |
$59.8K - $68.9K
|
9.54K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.43K- 2.74% |
$90K - $104K
|
50.9K
$3.36M
|
|
|
Jul 10, 2025
Q2 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.33K- 2.44% |
$146K - $169K
|
93.3K
$6.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.42K- 19.78% |
$152K - $176K
|
9.83K
$648K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.82K- 41.57% |
$240K - $277K
|
5.37K
$354K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-4.63K- 9.53% |
$291K - $336K
|
44K
$2.9M
|
|
|
Jul 14, 2025
Q2 2025
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-12.8K- 10.56% |
$806K - $930K
|
109K
$7.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-109K- 99.41% |
$6.86M - $7.91M
|
646
$42.6K
|