Purchases and Sales Made in Q3 2022 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
1.44K+ 23.47% |
$123K - $151K
|
7.57K
$528K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.35KNew |
$115K - $142K
|
1.35K
$94K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.34K+ 2.95% |
$114K - $141K
|
46.7K
$3.26M
|
|
|
Nov 08, 2022
Q3 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
840+ 3.42% |
$71.6K - $88.3K
|
25.4K
$1.77M
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
825+ 19.7% |
$70.3K - $86.7K
|
5.01K
$349K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
795New |
$67.8K - $83.6K
|
795
$55.4K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
685New |
$58.4K - $72K
|
685
$47.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
676+ 2.42% |
$57.6K - $71.1K
|
28.6K
$1.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
518+ 2.54% |
$44.1K - $54.5K
|
20.9K
$1.46M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
500+ 4.4% |
$42.6K - $52.6K
|
11.9K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
477+ 4.12% |
$40.7K - $50.1K
|
12.1K
$841K
|
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
386+ 1.71% |
$32.9K - $40.6K
|
22.9K
$1.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
200New |
$17K - $21K
|
200
$13.9K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
199+ 0.14% |
$17K - $20.9K
|
143K
$9.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
141New |
$12K - $14.8K
|
141
$9.83K
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
122+ 3.11% |
$10.4K - $12.8K
|
4.04K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
105+ 0.67% |
$8.95K - $11K
|
15.8K
$1.1M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
99+ 1.77% |
$8.44K - $10.4K
|
5.7K
$397K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 50.67% |
$3.24K - $3.99K
|
113
$7.88K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13+ 1.12% |
$1.11K - $1.37K
|
1.17K
$81.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
4+ 66.67% |
$341 - $421
|
10
$697
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$341 - $421
|
4
$279
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
1+ 0.37% |
$85.2 - $105
|
270
$18.8K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15- 3.01% |
$1.28K - $1.58K
|
484
$33.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-17- 80.95% |
$1.45K - $1.79K
|
4
$279
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-35- 0.41% |
$2.98K - $3.68K
|
8.49K
$592K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-39- 13.0% |
$3.32K - $4.1K
|
261
$18.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-41- 0.05% |
$3.49K - $4.31K
|
75.7K
$5.28M
|
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-83- 0.17% |
$7.07K - $8.73K
|
47.6K
$3.32M
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-85- 3.07% |
$7.24K - $8.94K
|
2.69K
$187K
|
|
|
Oct 19, 2022
Q3 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-105- 23.33% |
$8.95K - $11K
|
345
$24K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-140- 31.96% |
$11.9K - $14.7K
|
298
$20.8K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-597- 17.28% |
$50.9K - $62.8K
|
2.86K
$199K
|
|
|
Nov 07, 2022
Q3 2022
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-1.27K- 24.63% |
$108K - $133K
|
3.88K
$271K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.74K- 18.57% |
$148K - $183K
|
7.64K
$532K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.01K- 15.03% |
$171K - $212K
|
11.4K
$793K
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.43K- 45.69% |
$207K - $255K
|
2.89K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.79K- 9.16% |
$237K - $293K
|
27.6K
$1.93M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-3.71KClosed |
$316K - $390K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.51K- 91.94% |
$384K - $474K
|
395
$27.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-11.2K- 99.96% |
$951K - $1.17M
|
5
$349
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.9K- 14.91% |
$1.27M - $1.57M
|
85.1K
$5.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.9K- 14.25% |
$1.27M - $1.57M
|
89.9K
$6.27M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-20.2K- 42.97% |
$1.72M - $2.12M
|
26.7K
$1.86M
|