Institutional Ownership Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 15.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
14,524
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 09, 2024 Q2 2024 |
14,395
shares
|
$1 Million
0.38% of portfolio
|
Q2 2024
Added 3.17%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
14,345
shares
|
$999,846
0.54% of portfolio
|
Q3 2024
Added 31.84%
|
|
|
Cwc Advisors, Llc.
Lake Oswego, OR |
Oct 23, 2024 Q3 2024 |
14,066
shares
|
$980,400
1.11% of portfolio
|
Q3 2024
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
13,900
shares
|
$968,830
0.35% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
13,480
shares
|
$939,556
0.03% of portfolio
|
Q3 2024
Reduced 17.09%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
13,194
shares
|
$919,621
0.0% of portfolio
|
Q3 2024
Reduced 83.35%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,075
shares
|
$911,327
0.08% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
12,905
shares
|
$899,478
0.47% of portfolio
|
Q4 2024
Reduced 25.24%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
12,476
shares
|
$869,577
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,301
shares
|
$857,379
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
12,285
shares
|
$856,264
0.0% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
12,267
shares
|
$855,009
0.01% of portfolio
|
Q3 2024
Added 11.45%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
11,999
shares
|
$836,330
0.05% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Ballew Advisors, Inc
|
Jan 15, 2025 Q4 2024 |
10,361
shares
|
$722,161
0.46% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
9,380
shares
|
$653,786
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
8,023
shares
|
$559,203
0.0% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
7,766
shares
|
$541,290
0.01% of portfolio
|
Q4 2024
Reduced 20.48%
|
|
|
Sinecera Capital, LLC
|
Oct 08, 2024 Q3 2024 |
7,635
shares
|
$532,159
0.74% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
7,538
shares
|
$525,398
0.01% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
6,902
shares
|
$481,069
0.2% of portfolio
|
Q2 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,705
shares
|
$467,338
0.02% of portfolio
|
Q3 2024
Reduced 22.74%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
6,702
shares
|
$467,129
0.16% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jan 24, 2025 Q4 2024 |
6,670
shares
|
$464,899
0.15% of portfolio
|
Q4 2024
Added 7.55%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,603
shares
|
$460,229
0.0% of portfolio
|
Q4 2024
New holding
|