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 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.08K+ 37.66% |
$79.9K - $102K
|
3.93K
$278K
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
700+ 357.14% |
$52K - $66.5K
|
896
$63.4K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
675+ 1.42% |
$50.1K - $64.1K
|
48.3K
$3.42M
|
|
Jan 30, 2023
Q4 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
441+ 2.79% |
$32.7K - $41.9K
|
16.2K
$1.15M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
431+ 0.92% |
$32K - $40.9K
|
47.2K
$3.34M
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
356New |
$26.4K - $33.8K
|
356
$25.2K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
353+ 6.62% |
$26.2K - $33.5K
|
5.68K
$402K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
297+ 210.64% |
$22K - $28.2K
|
438
$31K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$14.8K - $19K
|
200
$14.2K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
164+ 81.59% |
$12.2K - $15.6K
|
365
$25.8K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
148+ 12.62% |
$11K - $14.1K
|
1.32K
$93.5K
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
89New |
$6.61K - $8.45K
|
89
$6.3K
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
77New |
$5.72K - $7.31K
|
77
$5.45K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57New |
$4.23K - $5.41K
|
57
$4.04K
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
25+ 0.67% |
$1.86K - $2.37K
|
3.78K
$267K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25New |
$1.86K - $2.37K
|
25
$1.77K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
15New |
$1.11K - $1.42K
|
15
$1.06K
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4+ 40.0% |
$297 - $380
|
14
$991
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$74.2 - $95
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-7- 1.26% |
$520 - $665
|
550
$38.9K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 14.16% |
$1.19K - $1.52K
|
97
$6.87K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16- 14.16% |
$1.19K - $1.52K
|
97
$6.87K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-35- 7.23% |
$2.6K - $3.32K
|
449
$31.8K
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-99- 36.67% |
$7.35K - $9.4K
|
171
$12.1K
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-148- 74.0% |
$11K - $14.1K
|
52
$3.68K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-188- 2.46% |
$14K - $17.9K
|
7.45K
$527K
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-246- 2.29% |
$18.3K - $23.4K
|
10.5K
$743K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-683- 5.76% |
$50.7K - $64.9K
|
11.2K
$791K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-856- 3.0% |
$63.5K - $81.3K
|
27.7K
$1.96M
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-3.08K- 50.0% |
$228K - $292K
|
3.08K
$218K
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.11KClosed |
$305K - $390K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.93K- 16.13% |
$440K - $563K
|
30.8K
$2.18M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.67K- 20.56% |
$644K - $823K
|
33.5K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-9.07K- 74.36% |
$674K - $862K
|
3.13K
$221K
|
|
Jan 13, 2023
Q4 2022
|
Ballew Advisors, Inc
|
SELL
|
- |
-9.31K- 40.57% |
$691K - $884K
|
13.6K
$965K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-10.1K- 37.6% |
$747K - $955K
|
16.7K
$1.18M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-11.3K- 11.65% |
$837K - $1.07M
|
85.5K
$6.06M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.4K- 59.39% |
$923K - $1.18M
|
8.5K
$602K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-13.4K- 12.81% |
$997K - $1.28M
|
91.4K
$6.47M
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-13.6K- 17.97% |
$1.01M - $1.29M
|
62.1K
$4.4M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.3K- 35.04% |
$1.28M - $1.64M
|
32K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-33.8K- 93.13% |
$2.51M - $3.21M
|
2.5K
$177K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-35.9K- 24.49% |
$2.67M - $3.41M
|
111K
$7.84M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-36K- 99.96% |
$2.67M - $3.42M
|
14
$991
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.8K- 54.19% |
$4.14M - $5.3M
|
47.2K
$3.34M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-69.9K- 38.1% |
$5.19M - $6.64M
|
114K
$8.04M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-74.3K- 36.94% |
$5.52M - $7.06M
|
127K
$8.98M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-88.1K- 92.07% |
$6.54M - $8.37M
|
7.6K
$538K
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-111K- 69.34% |
$8.24M - $10.5M
|
49.1K
$3.47M
|