Vanguard Extended Duration Treasury ETF (EDV) Institutional Ownership

$70.75
+0.98 (+1.40%)
(As of 05/3/2024 ET)

Institutional Ownership Changes (13F Filings) for Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV)

Number of
Institutional Buyers
(last 12 months)
151
Total
Institutional Inflows
(last 12 months)
$1.59B
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$224.25M
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EDV Institutional Buying and Selling by Quarter

Vanguard Extended Duration Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Avidian Wealth Solutions LLC3,983$305K0.0%+55.4%0.009%
5/2/2024RiverFront Investment Group LLC853,411$65.37M1.8%+3.9%1.985%
5/2/2024Almanack Investment Partners LLC.18,999$1.46M0.2%-83.2%0.044%
5/2/2024 Comprehensive Wealth Management LLC9,426$722K0.6%+14.0%0.022%
5/1/2024 Janney Montgomery Scott LLC115,254$8.83M0.0%+10.8%0.268%
5/1/2024 BNP Paribas Financial Markets58,222$4.46M0.0%+359.5%0.135%
5/1/2024 Source Financial Advisors LLC7,668$587K0.2%-40.3%0.018%
5/1/2024 Mirae Asset Global Investments Co. Ltd.201,831$15.46M0.0%N/A0.469%
4/29/2024Commonwealth Equity Services LLC31,378$2.40M0.0%-42.4%0.073%
4/29/2024 Paragon Advisors LLC34,689$2.66M1.1%-71.8%0.081%
4/26/2024 Clear Creek Financial Management LLC51,457$3.94M0.5%+1.7%0.120%
4/25/2024 Simplex Trading LLC7,530$576K0.0%-58.5%0.018%
4/25/2024 North Ridge Wealth Advisors Inc.103,845$7.96M6.2%+5.4%0.242%
4/25/2024 Cambridge Investment Research Advisors Inc.43,032$3.30M0.0%-0.7%0.100%
4/24/2024 Trinity Legacy Partners LLC18,792$1.44M0.4%+54.9%0.044%
4/24/2024 Simplicity Wealth LLC9,633$738K0.0%N/A0.022%
4/24/2024 H&H Retirement Design & Management INC160,802$11.23M7.4%-15.3%0.374%
4/23/2024 Global Retirement Partners LLC1,458$112K0.0%+37.8%0.003%
4/23/2024 Raymond James Financial Services Advisors Inc.96,245$7.37M0.0%+37.5%0.224%
4/22/2024 Altfest L J & Co. Inc.27,903$2.14M0.3%+1.3%0.065%
4/22/2024 Drive Wealth Management LLC8,484$650K0.2%-6.6%0.020%
4/22/2024 Raymond James & Associates283,765$21.74M0.0%+6.8%0.660%
4/19/2024 Marshall Financial Group LLC88,097$6.75M1.9%+15.4%0.205%
4/19/2024 Accel Wealth Management15,086$1.16M0.5%+20.7%0.035%
4/19/2024 Fluent Financial LLC158,218$12.12M6.7%+2.0%0.368%
4/18/2024 RHS Financial LLC6,204$475K0.3%-7.5%0.014%
4/16/2024 Bouvel Investment Partners LLC44,072$3.38M1.5%-2.5%0.102%
4/16/2024 Wealth Enhancement Advisory Services LLC154,042$11.80M0.0%+40.9%0.358%
4/15/2024 Sinecera Capital LLC6,675$511K0.7%-94.6%0.016%
4/15/2024 Clarity Financial LLC4,398$337K0.1%+4.2%0.010%
4/12/2024 Fermata Advisors LLC75,975$5.82M1.3%-1.2%0.294%
4/12/2024 Range Financial Group LLC6,281$481K0.2%+147.9%0.024%
4/12/2024 Lloyd Advisory Services LLC.16,430$1.26M0.3%-76.9%0.063%
4/11/2024 Beacon Capital Management Inc.458,514$33.79M1.4%-46.1%1.772%
4/11/2024 Ballew Advisors Inc10,984$784K0.5%-3.4%0.042%
4/10/2024 Johnson & White Wealth Management LLC36,556$2.80M2.0%+23.2%0.141%
4/10/2024 VanderPol Investments L.L.C.8,172$626K1.8%+98.6%0.032%
4/10/2024 Conrad Siegel Investment Advisors Inc.97,609$7.48M2.2%N/A0.377%
4/10/2024 Legacy Private Trust Co.187,437$14.36M1.0%+45.9%0.724%
4/8/2024 Mid American Wealth Advisory Group Inc.4,667$357K0.2%N/A0.018%
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4/2/2024 Heartwood Wealth Advisors LLC156,703$12.00M1.5%N/A0.605%
3/22/2024PNC Financial Services Group Inc.123,314$9.99M0.0%-11.5%0.476%
3/15/2024 VanderPol Investments L.L.C.4,114$333K1.1%N/A0.016%
3/1/2024Pineridge Advisors LLC708$57K0.0%N/A0.003%
2/26/2024Centaurus Financial Inc.4,565$370K0.0%-9.5%0.018%
2/26/2024Virtu Financial LLC3,373$273K0.0%N/A0.013%
2/20/2024Able Wealth Management LLC634$51K0.0%N/A0.002%
2/16/2024Harbour Investments Inc.212,178$17.19M0.7%+32.5%0.820%
2/16/2024Aspect Partners LLC3,619$293K0.2%N/A0.014%
2/15/2024Forefront Analytics LLC83,149$6.74M3.3%+22.3%0.321%
2/14/2024Alpha Square Group S LLC52,000$4.21M4.9%+48.6%0.201%
2/14/2024Retirement Capital Strategies18,643$1.51M0.7%N/A0.072%
2/14/2024 Woodward Diversified Capital LLC9,936$805K0.5%N/A0.038%
2/13/2024Envestnet Asset Management Inc.1,077,315$87.30M0.0%+27.7%4.163%
2/13/2024Cetera Advisor Networks LLC52,401$4.25M0.0%+157.3%0.202%
2/13/2024Advanced Research Investment Solutions LLC12,661$1.03M0.6%-23.8%0.049%
2/13/2024 Lloyd Advisory Services LLC.71,035$5.76M2.7%N/A0.274%
2/12/2024Madison Asset Management LLC35,032$2.84M0.0%-35.7%0.135%
2/12/2024AMJ Financial Wealth Management172,749$14.00M5.9%+48.4%0.668%
2/12/2024Evoke Wealth LLC115,410$9.35M0.2%+47.6%0.446%
2/12/2024Steward Partners Investment Advisory LLC4,363$354K0.0%+308.1%0.017%
2/12/2024Cape Investment Advisory Inc.701$57K0.0%N/A0.003%
2/9/2024Sepio Capital LP3,105$252K0.0%-80.5%0.012%
2/9/2024 H&H Retirement Design & Management INC189,882$14.33M9.0%N/A0.734%
2/9/2024Advisory Services Network LLC56,956$4.62M0.1%-0.6%0.220%
2/9/2024Orion Portfolio Solutions LLC6,443$508K0.0%+82.9%0.025%
2/9/2024 Cambridge Investment Research Advisors Inc.43,324$3.51M0.0%-72.4%0.167%
2/9/2024EverSource Wealth Advisors LLC381$31K0.0%N/A0.001%
2/9/2024Crewe Advisors LLC853$69K0.0%N/A0.003%
2/9/2024Wells Fargo & Company MN199,509$16.17M0.0%-14.8%0.771%
2/9/2024Gladstone Institutional Advisory LLC186,827$15.14M0.8%-10.5%0.722%
2/9/2024UBS Group AG203,339$16.48M0.0%+64.1%0.786%
2/9/2024PNC Financial Services Group Inc.123,314$9.99M0.0%-11.5%0.476%
2/8/2024 Main Street Financial Solutions LLC26,068$2.11M0.3%N/A0.101%
2/8/2024 Janney Montgomery Scott LLC104,010$8.43M0.0%-3.9%0.402%
2/7/2024Avantax Advisory Services Inc.12,008$973K0.0%-36.2%0.046%
2/7/2024Almanack Investment Partners LLC.113,114$9.17M1.3%N/A0.437%
2/7/2024Ieq Capital LLC3,200$259K0.0%N/A0.012%
2/7/2024Envestnet Portfolio Solutions Inc.40,883$3.31M0.0%N/A0.158%
2/7/2024 BNP Paribas Financial Markets12,671$1.03M0.0%-29.2%0.049%
2/6/2024 Private Advisor Group LLC6,065$491K0.0%N/A0.023%
2/6/2024Avidian Wealth Solutions LLC2,563$208K0.0%-51.1%0.010%
2/6/2024National Bank of Canada FI12,530$1.01M0.0%-12.3%0.048%
2/6/2024Merit Financial Group LLC13,884$1.13M0.0%-46.6%0.054%
2/6/2024Aveo Capital Partners LLC7,328$594K0.1%-36.3%0.028%
2/5/2024 Andina Capital Management LLC67,778$5.49M4.7%N/A0.262%
2/5/2024Owen LaRue LLC44,696$3.62M3.4%N/A0.173%
2/5/2024Kestra Private Wealth Services LLC2,843$230K0.0%N/A0.011%
2/5/2024RiverFront Investment Group LLC821,132$66.54M2.1%+1.5%3.173%
2/2/2024Truist Financial Corp148,636$12.04M0.0%+22.1%0.574%
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2/2/2024 Simplex Trading LLC18,138$1.47M0.0%+38.3%0.070%
2/2/2024Atria Wealth Solutions Inc.125,568$10.18M0.1%+80.4%0.485%
2/1/2024 Capital Investment Advisory Services LLC700$57K0.0%-21.9%0.003%
2/1/2024 Criterion Capital Advisors LLC330$27K0.0%N/A0.001%
1/31/2024RIA Advisory Group LLC1,991$161K0.0%N/A0.008%
1/31/2024 Institute for Wealth Management LLC.9,583$777K0.1%+48.0%0.037%
1/31/2024Beaumont Financial Advisors LLC3,075$249K0.0%-45.9%0.012%
1/30/2024 Grant GrossMendelsohn LLC38,694$2.89M1.2%N/A0.150%
1/30/2024 Keel Point LLC2,697$219K0.0%N/A0.010%
1/29/2024Simplicity Solutions LLC16,677$1.35M0.0%N/A0.064%
(Data available from 1/1/2016 forward)

EDV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EDV shares?

During the previous two years, 215 institutional investors and hedge funds held shares of Vanguard Extended Duration Treasury ETF. The most heavily invested institutionals were Bank of America Corp DE ($121.36M), Envestnet Asset Management Inc. ($87.30M), RiverFront Investment Group LLC ($65.37M), Ausdal Financial Partners Inc. ($45.19M), Beacon Capital Management Inc. ($33.79M), AE Wealth Management LLC ($27.52M), and Raymond James & Associates ($21.74M).Learn more on EDV's institutional investors.

Which institutional investors have been buying Vanguard Extended Duration Treasury ETF stock?

Of the 201 institutional investors that purchased Vanguard Extended Duration Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.06M), RiverFront Investment Group LLC ($853.41K), Beacon Capital Management Inc. ($851.11K), Ausdal Financial Partners Inc. ($645.34K), Madison Asset Management LLC ($370.57K), Toroso Investments LLC ($352.71K), and AE Wealth Management LLC ($324.47K).

How much institutional buying is happening at Vanguard Extended Duration Treasury ETF?

Institutional investors have bought a total of 11,619,080 shares in the last 24 months. This purchase volume represents approximately $5.61B in transactions.

Which Vanguard Extended Duration Treasury ETF major shareholders have been selling company stock?

Of the 86 institutional investors that sold Vanguard Extended Duration Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Beacon Capital Management Inc. ($392.60K), Madison Asset Management LLC ($376.19K), Cambridge Investment Research Advisors Inc. ($289.94K), IFP Advisors Inc ($140.57K), Legacy Private Trust Co. ($130.08K), Sinecera Capital LLC ($125.93K), and LPL Financial LLC ($112.53K).

How much institutional selling is happening at Vanguard Extended Duration Treasury ETF?

Institutional investors have sold a total of 3,252,623 shares in the last 24 months. This volume of shares sold represents approximately $1.81B in transactions.


This page (NYSEARCA:EDV) was last updated on 5/4/2024 by MarketBeat.com Staff

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