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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,495
shares
|
$452,701
0.0% of portfolio
|
Q4 2024
Reduced 40.19%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
6,389
shares
|
$445,313
0.28% of portfolio
|
Q4 2024
Reduced 35.29%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
5,693
shares
|
$396,802
0.2% of portfolio
|
Q3 2024
Reduced 7.69%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,623
shares
|
$391,923
0.17% of portfolio
|
Q3 2024
Added 19.21%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
5,518
shares
|
$384,604
0.0% of portfolio
|
Q4 2024
Reduced 57.15%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jan 23, 2025 Q4 2024 |
5,473
shares
|
$381,468
0.81% of portfolio
|
Q4 2024
Reduced 40.26%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,402
shares
|
$376,519
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Feb 03, 2025 Q4 2024 |
5,376
shares
|
$374,707
0.14% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Clarity Financial LLC
|
Jan 23, 2025 Q4 2024 |
4,791
shares
|
$333,932
0.04% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,552
shares
|
$317,274
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Range Financial Group LLC
|
Jan 07, 2025 Q4 2024 |
4,535
shares
|
$316,089
0.14% of portfolio
|
Q4 2024
Reduced 29.81%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Feb 04, 2025 Q4 2024 |
4,476
shares
|
$311,977
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,162
shares
|
$290,091
0.0% of portfolio
|
Q4 2024
Reduced 36.54%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
4,137
shares
|
$288,348
0.0% of portfolio
|
Q3 2024
Reduced 81.49%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
4,093
shares
|
$285,282
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,967
shares
|
$276,499
0.0% of portfolio
|
Q4 2024
Reduced 45.11%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
3,959
shares
|
$275,942
0.0% of portfolio
|
Q4 2024
Reduced 35.83%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,956
shares
|
$275,733
0.01% of portfolio
|
Q4 2024
Added 52.21%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 19, 2024 Q2 2024 |
3,936
shares
|
$274,339
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
3,596
shares
|
$250,641
0.02% of portfolio
|
Q4 2024
Reduced 96.14%
|
|
|
Guidance Capital, Inc
Lousville, KY |
Jan 27, 2025 Q4 2024 |
3,457
shares
|
$240,952
0.07% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
3,393
shares
|
$236,492
0.01% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
3,349
shares
|
$233,425
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
3,200
shares
|
$223,040
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,179
shares
|
$221,576
0.02% of portfolio
|
Q4 2023
New holding
|