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 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
86.2KNew |
$5.8M - $6.87M
|
86.2K
$5.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
903New |
$60.7K - $71.9K
|
903
$61K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 36.54% |
$161K - $191K
|
4.16K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.54KClosed |
$171K - $203K
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.6KNew |
$444K - $526K
|
6.6K
$446K
|
|
|
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 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
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.45K- 73.57% |
$568K - $673K
|
3.04K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 5.02% |
$26.8K - $31.7K
|
7.54K
$509K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
500New |
$33.6K - $39.8K
|
500
$33.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
7.52K+ 68.91% |
$532K - $628K
|
18.4K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
68.6KNew |
$4.85M - $5.73M
|
68.6K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
6.22K+ 11.96% |
$440K - $519K
|
58.2K
$3.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96+ 29.0% |
$6.79K - $8.02K
|
427
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.09KNew |
$289K - $342K
|
4.09K
$277K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-474- 7.69% |
$33.5K - $39.6K
|
5.69K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
89New |
$6.29K - $7.43K
|
89
$6.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-90- 2.96% |
$6.37K - $7.52K
|
2.95K
$199K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$919 - $1.09K
|
13
$879
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
BUY
|
- |
41.8KNew |
$2.96M - $3.49M
|
41.8K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-507- 13.0% |
$35.9K - $42.3K
|
3.39K
$229K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
747New |
$52.8K - $62.4K
|
747
$50.5K
|
|
|
Nov 01, 2024
Q3 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-705- 9.52% |
$49.9K - $58.9K
|
6.7K
$453K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.82K+ 34.03% |
$200K - $236K
|
11.1K
$751K
|
|
|
Oct 31, 2024
Q3 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
81.9K+ 392.11% |
$5.79M - $6.84M
|
103K
$6.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.46K+ 46.22% |
$527K - $623K
|
23.6K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 1.08% |
$2.48K - $2.92K
|
3.27K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.05KNew |
$216K - $255K
|
3.05K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
377+ 0.11% |
$26.7K - $31.5K
|
334K
$22.6M
|
|
|
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
$3.24M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
15.9KNew |
$1.12M - $1.33M
|
15.9K
$1.07M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.79KNew |
$197K - $233K
|
2.79K
$188K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
193+ 2.43% |
$13.7K - $16.1K
|
8.12K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.85% |
$70.7 - $83.5
|
27
$1.82K
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
7.53KNew |
$533K - $629K
|
7.53K
$509K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-818- 18.5% |
$57.9K - $68.3K
|
3.6K
$244K
|
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
960+ 14.38% |
$67.9K - $80.2K
|
7.64K
$516K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.66KNew |
$259K - $306K
|
3.66K
$247K
|
|
| Q2 2024 | |||||||
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6KNew |
$246K - $275K
|
3.6K
$243K
|
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.94KNew |
$269K - $301K
|
3.94K
$266K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.28KNew |
$566K - $634K
|
8.28K
$560K
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$684K - $766K
|
10K
$676K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
511New |
$35K - $39.1K
|
511
$34.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.92KNew |
$337K - $377K
|
4.92K
$333K
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.84% |
$137 - $153
|
240
$16.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-36.7K- 54.28% |
$2.51M - $2.81M
|
30.9K
$2.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.97KNew |
$613K - $687K
|
8.97K
$606K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130New |
$8.89K - $9.96K
|
130
$8.79K
|
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.85KNew |
$195K - $218K
|
2.85K
$193K
|
|