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 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-196- 21.88% |
$12.3K - $16.2K
|
700
$47.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.99KNew |
$125K - $165K
|
1.99K
$135K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
330New |
$20.7K - $27.3K
|
330
$22.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.7KNew |
$169K - $223K
|
2.7K
$182K
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
38.7KNew |
$2.43M - $3.2M
|
38.7K
$2.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.7KNew |
$1.05M - $1.38M
|
16.7K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13New |
$817 - $1.08K
|
13
$879
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3.18KNew |
$200K - $263K
|
3.18K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
11.8KNew |
$742K - $977K
|
11.8K
$798K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 66.67% |
$251 - $331
|
10
$676
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.58KNew |
$162K - $214K
|
2.58K
$175K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
37New |
$2.32K - $3.06K
|
37
$2.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-125- 3.73% |
$7.85K - $10.3K
|
3.23K
$218K
|
|
|
Jan 17, 2024
Q4 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-80.6K- 74.3% |
$5.06M - $6.67M
|
27.9K
$1.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
2.76KNew |
$174K - $229K
|
2.76K
$187K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-60.2K- 93.66% |
$3.78M - $4.98M
|
4.07K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Pflug Koory, LLC
|
BUY
|
- |
336New |
$21.1K - $27.8K
|
336
$22.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-1.52K- 10.4% |
$95.3K - $126K
|
13.1K
$884K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3KNew |
$188K - $248K
|
3K
$203K
|
|
| Q3 2023 | |||||||
|
Dec 05, 2024
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
17.2KNew |
$1.2M - $1.48M
|
17.2K
$1.16M
|
|
|
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
$3.75M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
66New |
$4.6K - $5.7K
|
66
$4.46K
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
82.6K+ 701.38% |
$5.76M - $7.13M
|
94.4K
$6.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.8KNew |
$890K - $1.1M
|
12.8K
$862K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27KNew |
$1.88M - $2.33M
|
27K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
22K+ 146.67% |
$1.53M - $1.9M
|
37K
$2.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4New |
$279 - $345
|
4
$270
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.4KNew |
$167K - $207K
|
2.4K
$162K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
4.69KNew |
$327K - $404K
|
4.69K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
645KNew |
$45M - $55.7M
|
645K
$43.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.73K- 14.78% |
$469K - $581K
|
38.8K
$2.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-60- 20.13% |
$4.19K - $5.18K
|
238
$16.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-433- 7.92% |
$30.2K - $37.4K
|
5.04K
$340K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-2.04K- 14.46% |
$142K - $176K
|
12K
$814K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
30New |
$2.5K - $2.77K
|
30
$2.03K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-5- 0.06% |
$417 - $462
|
7.75K
$524K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
100+ 4.44% |
$8.34K - $9.25K
|
2.35K
$159K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
79K+ 2632166.75% |
$6.58M - $7.3M
|
79K
$5.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
70.3K+ 1827.15% |
$5.86M - $6.5M
|
74.1K
$5.01M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.8KNew |
$150K - $166K
|
1.8K
$122K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
706+ 22.91% |
$58.8K - $65.3K
|
3.79K
$256K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.49KNew |
$124K - $137K
|
1.49K
$100K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-568- 90.59% |
$47.3K - $52.5K
|
59
$3.99K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.09K- 2.42% |
$90.9K - $101K
|
43.9K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.17KNew |
$264K - $293K
|
3.17K
$214K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-36- 5.19% |
$3K - $3.33K
|
658
$44.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
9.04KNew |
$753K - $836K
|
9.04K
$611K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.91KNew |
$576K - $639K
|
6.91K
$467K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.41KNew |
$201K - $223K
|
2.41K
$163K
|
|