Institutional Ownership Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV). We have compiled data on the 198 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
21,752
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 11.94%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
19,918
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
18,129
shares
|
$1.23 Million
0.68% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
17,143
shares
|
$1.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 72.39%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
16,812
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Reduced 99.41%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,677
shares
|
$1.13 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
16,069
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,876
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2025
Added 246.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
15,769
shares
|
$1.07 Million
0.01% of portfolio
|
Q1 2025
Added 7.69%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
15,009
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2025
Added 15.93%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
14,974
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 42.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
14,487
shares
|
$979,176
0.02% of portfolio
|
Q2 2025
Reduced 78.15%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
13,900
shares
|
$939,501
0.35% of portfolio
|
Q1 2024
Reduced 42.11%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
13,258
shares
|
$896,108
0.28% of portfolio
|
Q3 2025
Reduced 11.39%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
13,075
shares
|
$883,739
0.08% of portfolio
|
Q4 2023
Reduced 10.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,929
shares
|
$873,871
0.0% of portfolio
|
Q3 2025
Added 26.85%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 12, 2025 Q3 2025 |
12,266
shares
|
$829,058
0.55% of portfolio
|
Q3 2025
Added 47.55%
|
|
|
Rareview Capital LLC
Las Vegas, NV |
Nov 14, 2025 Q3 2025 |
11,622
shares
|
$785,530
0.48% of portfolio
|
Q3 2025
New holding
|
|
|
Paragon Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,594
shares
|
$783,638
0.24% of portfolio
|
Q3 2025
Reduced 19.98%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
11,097
shares
|
$750,046
0.11% of portfolio
|
Q3 2025
Reduced 64.92%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
11,027
shares
|
$745,314
0.01% of portfolio
|
Q4 2025
Added 13.82%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
10,165
shares
|
$687,052
0.02% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
10,026
shares
|
$677,657
0.0% of portfolio
|
Q3 2025
Reduced 52.1%
|
|
|
Forefront Analytics, LLC
West Conshohocken, PA |
Nov 21, 2025 Q3 2025 |
9,504
shares
|
$642,375
0.63% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
8,422
shares
|
$569,242
0.06% of portfolio
|
Q3 2025
Added 10.12%
|
|