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 |
---|---|---|---|---|---|---|---|
Nov 12, 2021
Q3 2021
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
PUT |
200KNew |
$27M - $29M
|
200K
$13.9M
|
|
Nov 10, 2021
Q3 2021
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
SELL
|
PUT |
-115KClosed |
$15.5M - $16.7M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-410- 81.84% |
$55.4K - $59.4K
|
91
$6.34K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-692Closed |
$93.4K - $100K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-20Closed |
$2.7K - $2.9K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
SELL
|
- |
-53.4KClosed |
$7.21M - $7.74M
|
0
$0
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-1.99KClosed |
$269K - $288K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1.29KClosed |
$161K - $178K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Bts Asset Management, Inc.
|
SELL
|
- |
-6.72KClosed |
$839K - $926K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-107Closed |
$13.3K - $14.7K
|
0
$0
|
|
Aug 13, 2021
Q2 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-95Closed |
$11.8K - $13.1K
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.28KClosed |
$284K - $314K
|
0
$0
|
|
Aug 09, 2021
Q2 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-549Closed |
$68.5K - $75.6K
|
0
$0
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-40Closed |
$4.99K - $5.51K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-3.79KClosed |
$466K - $579K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Summit Rock Advisors, LP
|
SELL
|
- |
-97.8KClosed |
$12M - $14.9M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-11.2KClosed |
$1.38M - $1.71M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.88KClosed |
$1.09M - $1.36M
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-213Closed |
$26.2K - $32.5K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-1Closed |
$123 - $153
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.64KClosed |
$202K - $250K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-8.96KClosed |
$1.1M - $1.37M
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-15Closed |
$1.84K - $2.29K
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.51KClosed |
$185K - $230K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 19, 2021
Q4 2020
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2KClosed |
$302K - $331K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-31.5KClosed |
$4.76M - $5.2M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20Closed |
$3.02K - $3.31K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Sturgeon Ventures LLP
|
SELL
|
- |
-231Closed |
$34.9K - $38.2K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.41KClosed |
$364K - $398K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-45Closed |
$6.8K - $7.44K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-4.87KClosed |
$737K - $805K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6Closed |
$907 - $992
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.34KClosed |
$202K - $221K
|
0
$0
|
|
Jan 26, 2021
Q4 2020
|
Manchester Financial Inc
|
SELL
|
- |
-37Closed |
$5.6K - $6.12K
|
0
$0
|
|
Jan 25, 2021
Q4 2020
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.24KClosed |
$338K - $370K
|
0
$0
|
|
Jan 07, 2021
Q4 2020
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-53.5KClosed |
$8.1M - $8.85M
|
0
$0
|
|
Q3 2020 | |||||||
Nov 12, 2020
Q3 2020
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-26Closed |
$4.23K - $4.59K
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-6KClosed |
$975K - $1.06M
|
0
$0
|
|
Nov 06, 2020
Q3 2020
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-11KClosed |
$1.78M - $1.94M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.92KClosed |
$475K - $516K
|
0
$0
|
|
Oct 22, 2020
Q3 2020
|
Amg National Trust Bank
|
SELL
|
- |
-1.25KClosed |
$203K - $221K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.95K- 67.66% |
$303K - $344K
|
930
$64.8K
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-1.22KClosed |
$190K - $216K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-5.84KClosed |
$910K - $1.03M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-288Closed |
$44.8K - $50.9K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.51KClosed |
$858K - $975K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-2.09KClosed |
$325K - $369K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-1.65KClosed |
$257K - $292K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Massmutual Trust CO Fsb
|
BUY
|
- |
100New |
$15.6K - $17.7K
|
100
$6.97K
|
|
Aug 12, 2020
Q2 2020
|
Founders Financial Securities LLC
|
SELL
|
- |
-2.63KClosed |
$409K - $465K
|
0
$0
|