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 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.2KNew |
$390K - $513K
|
6.2K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Advanced Research Investment Solutions, LLC
|
SELL
|
- |
-3.96K- 23.82% |
$249K - $328K
|
12.7K
$882K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-19.4K- 35.7% |
$1.22M - $1.61M
|
35K
$2.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
381New |
$23.9K - $31.5K
|
381
$26.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
853New |
$53.6K - $70.6K
|
853
$59.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-11- 9.73% |
$691 - $911
|
102
$7.11K
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.2KNew |
$201K - $265K
|
3.2K
$223K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.07KNew |
$381K - $502K
|
6.07K
$423K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-4.17K- 36.26% |
$262K - $345K
|
7.33K
$511K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.84KNew |
$179K - $235K
|
2.84K
$198K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 21.88% |
$12.3K - $16.2K
|
700
$48.8K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.99KNew |
$125K - $165K
|
1.99K
$139K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
330New |
$20.7K - $27.3K
|
330
$23K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
38.7KNew |
$2.43M - $3.2M
|
38.7K
$2.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.7KNew |
$169K - $223K
|
2.7K
$188K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.16M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$817 - $1.08K
|
13
$906
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.8KNew |
$742K - $977K
|
11.8K
$823K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.18KNew |
$200K - $263K
|
3.18K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.58KNew |
$162K - $214K
|
2.58K
$180K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
37New |
$2.32K - $3.06K
|
37
$2.58K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$251 - $331
|
10
$697
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-125- 3.73% |
$7.85K - $10.3K
|
3.23K
$225K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.76KNew |
$174K - $229K
|
2.76K
$193K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-80.6K- 74.3% |
$5.06M - $6.67M
|
27.9K
$1.94M
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
336New |
$21.1K - $27.8K
|
336
$23.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-60.2K- 93.66% |
$3.78M - $4.98M
|
4.07K
$284K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.52K- 10.4% |
$95.3K - $126K
|
13.1K
$911K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$188K - $248K
|
3K
$209K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17.2KNew |
$1.2M - $1.48M
|
17.2K
$1.2M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-24Closed |
$1.67K - $2.07K
|
0
$0
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-23.9K- 30.09% |
$1.67M - $2.06M
|
55.5K
$3.87M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66New |
$4.6K - $5.7K
|
66
$4.6K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82.6K+ 701.38% |
$5.76M - $7.13M
|
94.4K
$6.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.8KNew |
$890K - $1.1M
|
12.8K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27KNew |
$1.88M - $2.33M
|
27K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 146.67% |
$1.53M - $1.9M
|
37K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$279 - $345
|
4
$279
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.4KNew |
$167K - $207K
|
2.4K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200New |
$14K - $17.3K
|
200
$13.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.69KNew |
$327K - $404K
|
4.69K
$327K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-60- 20.13% |
$4.19K - $5.18K
|
238
$16.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 14.78% |
$469K - $581K
|
38.8K
$2.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
645KNew |
$45M - $55.7M
|
645K
$45M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-433- 7.92% |
$30.2K - $37.4K
|
5.04K
$351K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.04K- 14.46% |
$142K - $176K
|
12K
$839K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5- 0.06% |
$417 - $462
|
7.75K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.5K - $2.77K
|
30
$2.09K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 1827.15% |
$5.86M - $6.5M
|
74.1K
$5.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.44% |
$8.34K - $9.25K
|
2.35K
$164K
|
|