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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 5.02% |
$26.8K - $31.7K
|
7.54K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.41K+ 6.1% |
$364K - $431K
|
94.1K
$6.74M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
187New |
$12.6K - $14.9K
|
187
$13.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
55.7KNew |
$3.74M - $4.43M
|
55.7K
$3.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.32K+ 8.75% |
$559K - $663K
|
103K
$7.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
500New |
$33.6K - $39.8K
|
500
$35.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.88K- 16.4% |
$328K - $389K
|
24.9K
$1.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.6K- 14.32% |
$1.86M - $2.2M
|
165K
$11.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.93K- 29.81% |
$130K - $153K
|
4.54K
$325K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.52K+ 68.91% |
$532K - $628K
|
18.4K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.55KNew |
$322K - $380K
|
4.55K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.8KNew |
$198K - $234K
|
2.8K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-363- 99.18% |
$25.7K - $30.3K
|
3
$215
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
68.6KNew |
$4.85M - $5.73M
|
68.6K
$4.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
6.22K+ 11.96% |
$440K - $519K
|
58.2K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96+ 29.0% |
$6.79K - $8.02K
|
427
$30.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
3.88K+ 1.91% |
$274K - $324K
|
206K
$14.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
BUY
|
- |
44.3KNew |
$3.13M - $3.7M
|
44.3K
$3.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.09KNew |
$289K - $342K
|
4.09K
$293K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-474- 7.69% |
$33.5K - $39.6K
|
5.69K
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
89New |
$6.29K - $7.43K
|
89
$6.38K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 2.96% |
$6.37K - $7.52K
|
2.95K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.61KNew |
$185K - $218K
|
2.61K
$187K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$919 - $1.09K
|
13
$931
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
19.9K+ 198.87% |
$1.41M - $1.66M
|
29.9K
$2.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
41.8KNew |
$2.96M - $3.49M
|
41.8K
$3M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-989- 5.47% |
$70K - $82.6K
|
17.1K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-507- 13.0% |
$35.9K - $42.3K
|
3.39K
$243K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
747New |
$52.8K - $62.4K
|
747
$53.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 40000.0% |
$28.3K - $33.4K
|
401
$28.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8New |
$566 - $668
|
8
$573
|
|
|
Nov 05, 2024
Q3 2024
|
Bouvel Investment Partners, LLC
|
SELL
|
- |
-454- 1.02% |
$32.1K - $37.9K
|
44.1K
$3.16M
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
298K+ 83.4% |
$21M - $24.8M
|
654K
$46.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 34.03% |
$200K - $236K
|
11.1K
$796K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-705- 9.52% |
$49.9K - $58.9K
|
6.7K
$480K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
81.9K+ 392.11% |
$5.79M - $6.84M
|
103K
$7.36M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.46K+ 46.22% |
$527K - $623K
|
23.6K
$1.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
146+ 1.02% |
$10.3K - $12.2K
|
14.4K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 1.08% |
$2.48K - $2.92K
|
3.27K
$234K
|
|
|
Oct 28, 2024
Q3 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
19.9K+ 198.87% |
$1.41M - $1.66M
|
29.9K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16New |
$1.13K - $1.34K
|
16
$1.15K
|
|
|
Oct 23, 2024
Q3 2024
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
5.89K+ 5.36% |
$416K - $492K
|
116K
$8.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.05KNew |
$216K - $255K
|
3.05K
$219K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.95K+ 312.0% |
$138K - $163K
|
2.58K
$184K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
377+ 0.11% |
$26.7K - $31.5K
|
334K
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-61.1K- 56.06% |
$4.32M - $5.1M
|
47.9K
$3.43M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
15.9KNew |
$1.12M - $1.33M
|
15.9K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$197K - $233K
|
2.79K
$200K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
193+ 2.43% |
$13.7K - $16.1K
|
8.12K
$582K
|
|
|
Oct 15, 2024
Q3 2024
|
Beacon Capital Management, Inc.
|
BUY
|
- |
110K+ 26.88% |
$7.77M - $9.17M
|
518K
$37.1M
|
|