Latest Institutional Purchases of Vanguard Extended Duration Tre (EDV)
This list provides information on the latest institutional transactions involving Vanguard Extended Duration Tre (EDV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.5K+ 10.3% |
$106K - $125K
|
16.1K
$1.12M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.26K+ 11.45% |
$89.1K - $105K
|
12.3K
$855K
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
1.14K+ 10.24% |
$80.7K - $95.3K
|
12.3K
$856K
|
|
Oct 08, 2024
Q3 2024
|
Sinecera Capital, LLC
|
BUY
|
- |
960+ 14.38% |
$67.9K - $80.2K
|
7.64K
$532K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
906+ 19.21% |
$64.1K - $75.7K
|
5.62K
$392K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
747New |
$52.8K - $62.4K
|
747
$52.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
741+ 191.47% |
$52.4K - $61.9K
|
1.13K
$78.6K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
516+ 6.87% |
$36.5K - $43.1K
|
8.02K
$559K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400+ 40000.0% |
$28.3K - $33.4K
|
401
$27.9K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
377+ 0.11% |
$26.7K - $31.5K
|
334K
$23.3M
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
193+ 2.43% |
$13.7K - $16.1K
|
8.12K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
159New |
$11.2K - $13.3K
|
159
$11.1K
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
146+ 1.02% |
$10.3K - $12.2K
|
14.4K
$1M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
96+ 29.0% |
$6.79K - $8.02K
|
427
$29.8K
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
89New |
$6.29K - $7.43K
|
89
$6.2K
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
35+ 1.08% |
$2.48K - $2.92K
|
3.27K
$228K
|
|
Nov 14, 2024
Q3 2024
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
33+ 0.04% |
$2.33K - $2.76K
|
83.8K
$5.84M
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
16New |
$1.13K - $1.34K
|
16
$1.12K
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13New |
$919 - $1.09K
|
13
$906
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
8New |
$566 - $668
|
8
$558
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1+ 3.85% |
$70.7 - $83.5
|
27
$1.88K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23.6K+ 143.49% |
$1.61M - $1.81M
|
40K
$2.79M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
12.3KNew |
$842K - $942K
|
12.3K
$857K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
10KNew |
$684K - $766K
|
10K
$697K
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
8.97KNew |
$613K - $687K
|
8.97K
$625K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
8.28KNew |
$566K - $634K
|
8.28K
$577K
|
|
Jul 10, 2024
Q2 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
5.48K+ 117.4% |
$375K - $420K
|
10.1K
$707K
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.92KNew |
$337K - $377K
|
4.92K
$343K
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.82KNew |
$330K - $369K
|
4.82K
$336K
|
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.94KNew |
$269K - $301K
|
3.94K
$274K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.6KNew |
$246K - $275K
|
3.6K
$251K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.47K+ 2.21% |
$237K - $265K
|
160K
$11.2M
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
3K+ 500.0% |
$205K - $230K
|
3.6K
$251K
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
2.85KNew |
$195K - $218K
|
2.85K
$199K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
2.79KNew |
$191K - $214K
|
2.79K
$194K
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.45K+ 15.47% |
$99K - $111K
|
10.8K
$753K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.07K+ 1.63% |
$73.3K - $82K
|
66.8K
$4.66M
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
908+ 3.25% |
$62.1K - $69.5K
|
28.8K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
511New |
$35K - $39.1K
|
511
$35.6K
|
|
Aug 09, 2024
Q2 2024
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
442+ 3.17% |
$30.2K - $33.8K
|
14.4K
$1M
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
374New |
$25.6K - $28.6K
|
374
$26.1K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
311New |
$21.3K - $23.8K
|
311
$21.7K
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
130New |
$8.89K - $9.96K
|
130
$9.06K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
127New |
$8.69K - $9.73K
|
127
$8.85K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
71New |
$4.86K - $5.44K
|
71
$4.95K
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
2+ 0.84% |
$137 - $153
|
240
$16.7K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1New |
$68.4 - $76.6
|
1
$69.7
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
90.3KNew |
$6.63M - $7.29M
|
90.3K
$6.29M
|
|
May 13, 2024
Q1 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
13.1KNew |
$959K - $1.05M
|
13.1K
$910K
|