Purchases and Sales Made in Q3 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
645KNew |
$45M - $55.7M
|
645K
$45.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
626K+ 288.31% |
$43.7M - $54.1M
|
844K
$59.7M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
497K+ 159.73% |
$34.7M - $42.9M
|
809K
$57.3M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
497K+ 159.73% |
$34.7M - $42.9M
|
809K
$57.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
120KNew |
$8.36M - $10.3M
|
120K
$8.48M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
99.2K+ 19.59% |
$6.92M - $8.56M
|
605K
$42.9M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82.6K+ 701.38% |
$5.76M - $7.13M
|
94.4K
$6.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
76.5K+ 168.71% |
$5.33M - $6.6M
|
122K
$8.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
64.2KNew |
$4.48M - $5.54M
|
64.2K
$4.55M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
59.1K+ 38.98% |
$4.12M - $5.1M
|
211K
$14.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
45.7KNew |
$3.19M - $3.95M
|
45.7K
$3.24M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
44.5K+ 12.77% |
$3.1M - $3.84M
|
393K
$27.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.5K+ 66.5% |
$2.69M - $3.32M
|
96.4K
$6.83M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.2K+ 295.18% |
$2.46M - $3.04M
|
47.2K
$3.34M
|
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
31.9KNew |
$2.22M - $2.75M
|
31.9K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.2KNew |
$2.04M - $2.52M
|
29.2K
$2.07M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
28.7KNew |
$2M - $2.48M
|
28.7K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27KNew |
$1.88M - $2.33M
|
27K
$1.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
26.2K+ 5450.73% |
$1.83M - $2.26M
|
26.7K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 20.43% |
$1.71M - $2.11M
|
144K
$10.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
23.5K+ 17.21% |
$1.64M - $2.03M
|
160K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.1K+ 311.47% |
$1.61M - $2M
|
30.6K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 146.67% |
$1.53M - $1.9M
|
37K
$2.62M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
20KNew |
$1.39M - $1.73M
|
20K
$1.42M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
17.9KNew |
$1.25M - $1.54M
|
17.9K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.6K+ 8.15% |
$1.23M - $1.52M
|
234K
$16.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.6K+ 75.36% |
$1.23M - $1.52M
|
41K
$2.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.2K+ 29.27% |
$1.13M - $1.4M
|
71.5K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.1K+ 85.78% |
$1.05M - $1.3M
|
32.7K
$2.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.7K+ 50.77% |
$1.03M - $1.27M
|
43.7K
$3.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.8KNew |
$890K - $1.1M
|
12.8K
$903K
|
|
|
May 21, 2024
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.4K+ 30.24% |
$795K - $984K
|
49.1K
$3.48M
|
|
|
Oct 30, 2023
Q3 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
11.4K+ 30.24% |
$795K - $984K
|
49.1K
$3.48M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
11.2K+ 675.54% |
$778K - $963K
|
12.8K
$907K
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
10.8K+ 18.83% |
$751K - $930K
|
68K
$4.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.93K+ 224.5% |
$693K - $857K
|
14.4K
$1.02M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.62KNew |
$601K - $744K
|
8.62K
$610K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
8.44K+ 206.96% |
$589K - $729K
|
12.5K
$887K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.74KNew |
$540K - $668K
|
7.74K
$548K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.73K+ 69.67% |
$539K - $667K
|
18.8K
$1.33M
|
|
|
Oct 19, 2023
Q3 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
7.19K+ 8.31% |
$502K - $621K
|
93.8K
$6.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.91K+ 10.56% |
$482K - $596K
|
72.3K
$5.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
6.62K+ 135.55% |
$461K - $571K
|
11.5K
$814K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
6.47KNew |
$452K - $559K
|
6.47K
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
6.34KNew |
$442K - $547K
|
6.34K
$449K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
5.68KNew |
$396K - $490K
|
5.68K
$402K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.63K+ 22.11% |
$392K - $486K
|
31.1K
$2.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
5.15K+ 24.68% |
$359K - $444K
|
26K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
BUY
|
- |
4.8KNew |
$335K - $414K
|
4.8K
$340K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.69KNew |
$327K - $404K
|
4.69K
$332K
|