Latest Institutional Transactions on Vanguard Extended Duration Tre (EDV)
This table provides information on the latest institutional transactions involving Vanguard Extended Duration Tre (EDV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
80+ 228.57% |
$5.38K - $6.37K
|
115
$7.78K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.85K- 9.65% |
$192K - $227K
|
26.7K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2K- 20.48% |
$135K - $159K
|
7.77K
$525K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
131+ 2.5% |
$8.81K - $10.4K
|
5.38K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
86.2KNew |
$5.8M - $6.87M
|
86.2K
$5.83M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 1.52% |
$3.36K - $3.98K
|
3.35K
$227K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 7.4% |
$161K - $191K
|
30K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.7K- 31.27% |
$2.07M - $2.45M
|
67.5K
$4.56M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 12.03% |
$14K - $16.6K
|
1.94K
$131K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 36.54% |
$161K - $191K
|
4.16K
$282K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
903New |
$60.7K - $71.9K
|
903
$61.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 17.31% |
$1.21K - $1.43K
|
86
$5.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 2.67% |
$135 - $159
|
77
$5.21K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.54KClosed |
$171K - $203K
|
0
$0
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-36- 5.76% |
$2.42K - $2.87K
|
589
$39.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-52K- 45.79% |
$3.5M - $4.15M
|
61.6K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.6KNew |
$444K - $526K
|
6.6K
$447K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-122- 3.41% |
$8.21K - $9.72K
|
3.46K
$234K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
260K+ 29.68% |
$17.5M - $20.7M
|
1.14M
$76.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.27K+ 9.09% |
$287K - $340K
|
51.2K
$3.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
20.7KNew |
$1.39M - $1.65M
|
20.7K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104New |
$7K - $8.29K
|
104
$7.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
120KNew |
$8.1M - $9.59M
|
120K
$8.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
468+ 7.55% |
$31.5K - $37.3K
|
6.67K
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.7K- 2.82% |
$1.26M - $1.49M
|
645K
$43.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.69K- 40.26% |
$248K - $294K
|
5.47K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
31+ 1.06% |
$2.09K - $2.47K
|
2.96K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.36K- 25.24% |
$293K - $347K
|
12.9K
$873K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 2.14% |
$78.5K - $93K
|
53.3K
$3.61M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25.6K+ 29095.45% |
$1.72M - $2.04M
|
25.7K
$1.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
382+ 8.66% |
$25.7K - $30.4K
|
4.79K
$324K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.95K - $2.31K
|
29
$1.96K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.36K- 5.79% |
$91.7K - $109K
|
22.2K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-89.6K- 96.14% |
$6.03M - $7.14M
|
3.6K
$243K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
12.7K+ 11.71% |
$852K - $1.01M
|
121K
$8.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14K+ 52.27% |
$939K - $1.11M
|
40.7K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.45K- 73.57% |
$568K - $673K
|
3.04K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 3.35% |
$214K - $254K
|
92K
$6.22M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.37K- 40.19% |
$294K - $348K
|
6.5K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$202 - $239
|
10.4K
$701K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36K+ 52.21% |
$91.3K - $108K
|
3.96K
$268K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 5.02% |
$26.8K - $31.7K
|
7.54K
$510K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.41K+ 6.1% |
$364K - $431K
|
94.1K
$6.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
187New |
$12.6K - $14.9K
|
187
$12.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
55.7KNew |
$3.74M - $4.43M
|
55.7K
$3.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.32K+ 8.75% |
$559K - $663K
|
103K
$6.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
500New |
$33.6K - $39.8K
|
500
$33.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.88K- 16.4% |
$328K - $389K
|
24.9K
$1.68M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.6K- 14.32% |
$1.86M - $2.2M
|
165K
$11.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.93K- 29.81% |
$130K - $153K
|
4.54K
$307K
|