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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
79K+ 2632166.75% |
$6.58M - $7.3M
|
79K
$5.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$150K - $166K
|
1.8K
$125K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49KNew |
$124K - $137K
|
1.49K
$104K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
706+ 22.91% |
$58.8K - $65.3K
|
3.79K
$264K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 90.59% |
$47.3K - $52.5K
|
59
$4.11K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.17KNew |
$264K - $293K
|
3.17K
$221K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 2.42% |
$90.9K - $101K
|
43.9K
$3.06M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.19% |
$3K - $3.33K
|
658
$45.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.04KNew |
$753K - $836K
|
9.04K
$630K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.91KNew |
$576K - $639K
|
6.91K
$482K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41KNew |
$201K - $223K
|
2.41K
$168K
|
|
|
Jul 26, 2023
Q2 2023
|
Raub Brock Capital Management LP
|
BUY
|
- |
8.77KNew |
$731K - $811K
|
8.77K
$611K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.02KNew |
$335K - $372K
|
4.02K
$280K
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
2.37KNew |
$197K - $219K
|
2.37K
$165K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.58KNew |
$465K - $516K
|
5.58K
$389K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
51New |
$4.25K - $4.72K
|
51
$3.55K
|
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-25- 0.17% |
$2.08K - $2.31K
|
15.1K
$1.05M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.16K+ 164.45% |
$96.8K - $107K
|
1.87K
$130K
|
|
| Q1 2023 | |||||||
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.92KNew |
$244K - $272K
|
2.92K
$204K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
155KNew |
$13M - $14.4M
|
155K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
17.1KNew |
$1.43M - $1.59M
|
17.1K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Land & Buildings Investment Management, LLC
Stamford, CT |
BUY
|
- |
2K+ 5.85% |
$167K - $186K
|
36.2K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
404KNew |
$33.8M - $37.5M
|
404K
$28.1M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
100New |
$8.36K - $9.3K
|
100
$6.97K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.78K- 84.16% |
$400K - $444K
|
900
$62.7K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-4.1K- 56.16% |
$343K - $381K
|
3.2K
$223K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
17.2KNew |
$1.44M - $1.6M
|
17.2K
$1.2M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
15KNew |
$1.25M - $1.39M
|
15K
$1.05M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.22% |
$418 - $465
|
2.26K
$157K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
339New |
$28.3K - $31.5K
|
339
$23.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
9.57KNew |
$800K - $889K
|
9.57K
$667K
|
|
|
Apr 18, 2023
Q1 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
3.28KNew |
$274K - $305K
|
3.28K
$228K
|
|
| Q4 2022 | |||||||
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1Closed |
$74.2 - $95
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
356New |
$26.4K - $33.8K
|
356
$24.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-4.11KClosed |
$305K - $390K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
25New |
$1.86K - $2.37K
|
25
$1.74K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.84KNew |
$137K - $175K
|
1.84K
$128K
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.25K+ 94.95% |
$167K - $214K
|
4.63K
$323K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
4+ 40.0% |
$297 - $380
|
14
$976
|
|
|
Feb 06, 2023
Q4 2022
|
Ferguson Shapiro LLC
|
SELL
|
- |
-111K- 69.34% |
$8.24M - $10.5M
|
49.1K
$3.42M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
200New |
$14.8K - $19K
|
200
$13.9K
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
95KNew |
$7.05M - $9.02M
|
95K
$6.62M
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
2.83KNew |
$210K - $269K
|
2.83K
$197K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
2.52KNew |
$187K - $239K
|
2.52K
$176K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
57New |
$4.23K - $5.41K
|
57
$3.97K
|
|
| Q3 2022 | |||||||
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-85- 3.07% |
$7.24K - $8.94K
|
2.69K
$187K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
3.46KNew |
$294K - $363K
|
3.46K
$241K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.79K- 9.16% |
$237K - $293K
|
27.6K
$1.93M
|
|
|
Nov 10, 2022
Q3 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
3.1KNew |
$264K - $326K
|
3.1K
$216K
|
|
|
Nov 09, 2022
Q3 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
8.26KNew |
$704K - $868K
|
8.26K
$576K
|
|