Purchases and Sales Made in Q4 2022 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
154K+ 46.81% |
$11.4M - $14.6M
|
483K
$34.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
115K+ 404.77% |
$8.55M - $10.9M
|
144K
$10.2M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
106KNew |
$7.86M - $10.1M
|
106K
$7.49M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
97.9KNew |
$7.27M - $9.3M
|
97.9K
$6.93M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
96.3K+ 63.86% |
$7.15M - $9.14M
|
247K
$17.5M
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
95KNew |
$7.05M - $9.02M
|
95K
$6.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.5K+ 36.03% |
$6.94M - $8.87M
|
353K
$25M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
60.5KNew |
$4.49M - $5.75M
|
60.5K
$4.28M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
56.4K+ 4.01% |
$4.19M - $5.36M
|
1.47M
$104M
|
|
|
Feb 01, 2023
Q4 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
53.6KNew |
$3.98M - $5.09M
|
53.6K
$3.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
50.6K+ 115.25% |
$3.76M - $4.81M
|
94.6K
$6.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
44.5K+ 34238.46% |
$3.3M - $4.23M
|
44.6K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.2K+ 21.63% |
$3.21M - $4.11M
|
243K
$17.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
42.4K+ 86.37% |
$3.15M - $4.02M
|
91.4K
$6.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
41.6KNew |
$3.09M - $3.95M
|
41.6K
$2.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.3K+ 222.79% |
$1.88M - $2.41M
|
36.7K
$2.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.8K+ 44.62% |
$1.77M - $2.26M
|
77.2K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4KNew |
$1.74M - $2.23M
|
23.4K
$1.66M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
23.3K+ 19.5% |
$1.73M - $2.21M
|
143K
$10.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
22.8KNew |
$1.7M - $2.17M
|
22.8K
$1.62M
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
20.7K+ 22.55% |
$1.53M - $1.96M
|
112K
$7.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
20.1KNew |
$1.49M - $1.91M
|
20.1K
$1.42M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.3K+ 53.62% |
$1.36M - $1.74M
|
52.5K
$3.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
16K+ 412.24% |
$1.19M - $1.52M
|
19.9K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.6K+ 17.33% |
$1.16M - $1.48M
|
105K
$7.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 131.19% |
$1.11M - $1.43M
|
26.5K
$1.87M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.8K+ 15.03% |
$950K - $1.21M
|
97.9K
$6.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
12K+ 82.24% |
$888K - $1.14M
|
26.5K
$1.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11.8KNew |
$876K - $1.12M
|
11.8K
$835K
|
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
9.57KNew |
$711K - $909K
|
9.57K
$678K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.27KNew |
$688K - $881K
|
9.27K
$657K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
8.64KNew |
$641K - $820K
|
8.64K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.3KNew |
$542K - $693K
|
7.3K
$517K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.46K+ 25.44% |
$480K - $613K
|
31.8K
$2.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.9K+ 742.01% |
$438K - $560K
|
6.69K
$474K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.13K+ 8.86% |
$381K - $487K
|
63.1K
$4.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4.26KNew |
$316K - $404K
|
4.26K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.1KNew |
$230K - $294K
|
3.1K
$220K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.83KNew |
$210K - $269K
|
2.83K
$201K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
2.71K+ 35.74% |
$201K - $257K
|
10.3K
$727K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.63KNew |
$195K - $249K
|
2.63K
$186K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.55KNew |
$189K - $242K
|
2.55K
$181K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.52KNew |
$187K - $239K
|
2.52K
$179K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.4K+ 42.16% |
$178K - $228K
|
8.1K
$574K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
2.35K+ 46.91% |
$175K - $223K
|
7.36K
$521K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.26KNew |
$168K - $215K
|
2.26K
$160K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.25K+ 94.95% |
$167K - $214K
|
4.63K
$328K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.84KNew |
$137K - $175K
|
1.84K
$130K
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
BUY
|
- |
1.75K+ 54.14% |
$130K - $166K
|
4.99K
$353K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.25K+ 316.96% |
$92.9K - $119K
|
1.65K
$117K
|