Vanguard Extended Duration Treasury ETF (EDV) Institutional Ownership

$68.90
+0.49 (+0.72%)
(As of 02:22 PM 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)
$1.82B
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$637.45M
Get EDV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Vanguard Extended Duration Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
4/26/2024Clear Creek Financial Management LLC51,457$3.94M0.5%+1.7%0.120%
4/25/2024Simplex 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%
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%
What is the 72-Hour Profit Surge? (Ad)

One of the most overlooked opportunities in the stock market is the 72-Hour Profit Surge... A short period of time where we can bet on a stock that is ALREADY “winning.” Let me give you a perfect example of how the Surge worked with Ross Stores. Back on November 16th, a little move was made that sent their stock soaring… The next day, my system would have alerted me that Ross Stores had entered the 72-Hour Profit Surge…

Click here now to get all the details.
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%
2/14/2024Woodward 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%
2/8/2024Janney 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%
2/7/2024BNP Paribas Financial Markets12,671$1.03M0.0%-29.2%0.049%
2/6/2024Private 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%
2/2/2024Simplex 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%
2/1/2024Capital 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%
1/31/2024Institute 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%
1/30/2024Grant 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%
What is the 72-Hour Profit Surge? (Ad)

One of the most overlooked opportunities in the stock market is the 72-Hour Profit Surge... A short period of time where we can bet on a stock that is ALREADY “winning.” Let me give you a perfect example of how the Surge worked with Ross Stores. Back on November 16th, a little move was made that sent their stock soaring… The next day, my system would have alerted me that Ross Stores had entered the 72-Hour Profit Surge…

Click here now to get all the details.
1/29/2024AlphaQ Advisors LLC17,877$1.45M1.0%+113.5%0.069%
1/26/2024 Harbor Investment Advisory LLC440$36K0.0%+68.6%0.002%
1/26/2024B.O.S.S. Retirement Advisors LLC11,805$957K0.2%+4.1%0.046%
1/25/2024 International Assets Investment Management LLC8,022$650K0.0%N/A0.031%
1/25/2024Bleakley Financial Group LLC16,677$1.35M0.0%N/A0.064%
1/25/2024 Bristlecone Advisors LLC3,179$258K0.0%N/A0.012%
1/24/2024Clean Yield Group1,200$97K0.0%N/A0.005%
1/24/2024 International Assets Investment Management LLC8,022$650K0.0%N/A0.031%
1/24/2024China Universal Asset Management Co. Ltd.47,622$3.86M0.8%-3.0%0.184%
1/24/2024Clear Creek Financial Management LLC50,612$4.10M0.7%+2.0%0.196%
(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, 214 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 ($66.54M), 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 200 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), Beacon Capital Management Inc. ($851.11K), RiverFront Investment Group LLC ($821.13K), 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 11,347,755 shares in the last 24 months. This purchase volume represents approximately $5.63B in transactions.

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

Of the 85 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 3,045,481 shares in the last 24 months. This volume of shares sold represents approximately $1.80B in transactions.


This page (NYSEARCA:EDV) was last updated on 4/26/2024 by MarketBeat.com Staff

From Our Partners