Purchases and Sales Made in Q4 2024 in Vanguard Extended Duration Tre (EDV)
This table provides information about the institutional ownership of Vanguard Extended Duration Tre (EDV) during Q4 2024. The information is specifically focused on institutions that hold shares of VANGUARD EXTENDED DURATION TRE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
260K+ 29.68% |
$17.5M - $20.7M
|
1.14M
$76.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
120KNew |
$8.1M - $9.59M
|
120K
$8.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
86.2KNew |
$5.8M - $6.87M
|
86.2K
$5.83M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
55.7KNew |
$3.74M - $4.43M
|
55.7K
$3.76M
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
25.6K+ 29095.45% |
$1.72M - $2.04M
|
25.7K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
20.7KNew |
$1.39M - $1.65M
|
20.7K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
14K+ 52.27% |
$939K - $1.11M
|
40.7K
$2.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
12.7K+ 11.71% |
$852K - $1.01M
|
121K
$8.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
8.32K+ 8.75% |
$559K - $663K
|
103K
$6.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
6.6KNew |
$444K - $526K
|
6.6K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.41K+ 6.1% |
$364K - $431K
|
94.1K
$6.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4.27K+ 9.09% |
$287K - $340K
|
51.2K
$3.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36K+ 52.21% |
$91.3K - $108K
|
3.96K
$268K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
903New |
$60.7K - $71.9K
|
903
$61.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
500New |
$33.6K - $39.8K
|
500
$33.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
468+ 7.55% |
$31.5K - $37.3K
|
6.67K
$451K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
BUY
|
- |
382+ 8.66% |
$25.7K - $30.4K
|
4.79K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
208+ 12.03% |
$14K - $16.6K
|
1.94K
$131K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
187New |
$12.6K - $14.9K
|
187
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
131+ 2.5% |
$8.81K - $10.4K
|
5.38K
$364K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104New |
$7K - $8.29K
|
104
$7.03K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
80+ 228.57% |
$5.38K - $6.37K
|
115
$7.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
50+ 1.52% |
$3.36K - $3.98K
|
3.35K
$227K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
31+ 1.06% |
$2.09K - $2.47K
|
2.96K
$200K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
29New |
$1.95K - $2.31K
|
29
$1.96K
|
|
|
Jan 15, 2025
Q4 2024
|
Ballew Advisors, Inc
|
BUY
|
- |
3+ 0.03% |
$202 - $239
|
10.4K
$701K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
2+ 2.67% |
$135 - $159
|
77
$5.21K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-18- 17.31% |
$1.21K - $1.43K
|
86
$5.82K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-36- 5.76% |
$2.42K - $2.87K
|
589
$39.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-122- 3.41% |
$8.21K - $9.72K
|
3.46K
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-398- 5.02% |
$26.8K - $31.7K
|
7.54K
$510K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.17K- 2.14% |
$78.5K - $93K
|
53.3K
$3.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.36K- 5.79% |
$91.7K - $109K
|
22.2K
$1.5M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-1.93K- 29.81% |
$130K - $153K
|
4.54K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-2K- 20.48% |
$135K - $159K
|
7.77K
$525K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.4K- 36.54% |
$161K - $191K
|
4.16K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.4K- 7.4% |
$161K - $191K
|
30K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-2.54KClosed |
$171K - $203K
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.85K- 9.65% |
$192K - $227K
|
26.7K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.19K- 3.35% |
$214K - $254K
|
92K
$6.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
SELL
|
- |
-3.69K- 40.26% |
$248K - $294K
|
5.47K
$370K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.36K- 25.24% |
$293K - $347K
|
12.9K
$873K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.37K- 40.19% |
$294K - $348K
|
6.5K
$439K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-4.88K- 16.4% |
$328K - $389K
|
24.9K
$1.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-8.45K- 73.57% |
$568K - $673K
|
3.04K
$205K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-13.8K- 94.62% |
$927K - $1.1M
|
784
$53K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-18.7K- 2.82% |
$1.26M - $1.49M
|
645K
$43.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-27.6K- 14.32% |
$1.86M - $2.2M
|
165K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.7K- 31.27% |
$2.07M - $2.45M
|
67.5K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-52K- 45.79% |
$3.5M - $4.15M
|
61.6K
$4.17M
|