Purchases and Sales Made in Q4 2023 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.96K- 23.82% |
$249K - $328K
|
12.7K
$833K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.17K- 36.26% |
$262K - $345K
|
7.33K
$482K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.27K- 3.94% |
$268K - $354K
|
104K
$6.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.82K- 36.21% |
$428K - $564K
|
12K
$790K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.56K- 24.73% |
$475K - $626K
|
23K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-7.86K- 39.33% |
$494K - $651K
|
12.1K
$798K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.86K- 13.99% |
$557K - $734K
|
54.5K
$3.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.27K- 22.62% |
$583K - $768K
|
31.7K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-10.2K- 31.04% |
$638K - $841K
|
22.6K
$1.48M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-10.8KClosed |
$676K - $891K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.1K- 46.6% |
$761K - $1M
|
13.9K
$913K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-12.8K- 80.51% |
$806K - $1.06M
|
3.11K
$204K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13.8K- 37.53% |
$868K - $1.14M
|
23K
$1.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-15.7K- 78.29% |
$989K - $1.3M
|
4.37K
$287K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-16.1K- 11.54% |
$1.01M - $1.33M
|
123K
$8.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.4K- 35.7% |
$1.22M - $1.61M
|
35K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.5K- 5.47% |
$1.35M - $1.78M
|
371K
$24.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-21.8K- 10.45% |
$1.37M - $1.81M
|
187K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.1K- 74.24% |
$1.45M - $1.91M
|
8K
$526K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-26.6K- 99.73% |
$1.67M - $2.2M
|
72
$4.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-29.8K- 68.35% |
$1.88M - $2.47M
|
13.8K
$909K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30K- 3.75% |
$1.89M - $2.49M
|
770K
$50.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.6K- 14.77% |
$2.17M - $2.86M
|
200K
$13.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-35.2K- 74.7% |
$2.21M - $2.92M
|
11.9K
$785K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-39.7K- 25.4% |
$2.49M - $3.29M
|
117K
$7.67M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-60.2K- 93.66% |
$3.78M - $4.98M
|
4.07K
$268K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-80.6K- 74.3% |
$5.06M - $6.67M
|
27.9K
$1.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-114K- 72.41% |
$7.14M - $9.41M
|
43.3K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-191K- 12.22% |
$12M - $15.9M
|
1.38M
$90.5M
|