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Vanguard Extended Duration Treasury ETF (EDV) Institutional Ownership

Vanguard Extended Duration Treasury ETF logo
$66.97 +0.09 (+0.13%)
As of 01/17/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
134
Total
Institutional Inflows
(last 12 months)
$490.79M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$133.97M
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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
1/17/2025 Janney Montgomery Scott LLC91,984$6.23M0.0%-3.3%0.214%
1/16/2025 Koshinski Asset Management Inc.6,495$440K0.0%-40.2%0.015%
1/15/2025 Ameritas Advisory Services LLC3,956$268K0.0%+52.2%0.009%
1/15/2025 Merit Financial Group LLC7,538$511K0.0%-5.0%0.018%
1/15/2025 Fermata Advisors LLC94,113$6.37M1.2%+6.1%0.219%
1/13/2025 Johnson & White Wealth Management LLC55,658$3.77M2.3%N/A0.129%
1/13/2025 Conrad Siegel Investment Advisors Inc.103,342$7.00M1.9%+8.8%0.240%
1/13/2025 Eastern Bank500$34K0.0%N/A0.001%
1/13/2025 Paragon Advisors LLC24,863$1.68M0.6%-16.4%0.058%
1/8/2025 Legacy Private Trust Co.165,322$11.20M0.7%-14.3%0.384%
1/7/2025 Range Financial Group LLC4,535$307K0.1%-29.8%0.011%
12/26/2024JPMorgan Chase & Co.36,812$2.93M0.0%+19.6%0.086%
11/25/2024Sanctuary Advisors LLC3,299$263K0.0%N/A0.008%
11/15/2024MML Investors Services LLC262,567$20.92M0.1%+24.8%0.611%
11/15/2024Orion Portfolio Solutions LLC12,267$977K0.0%+11.4%0.029%
11/15/2024National Bank of Canada FI12,285$979K0.0%+10.2%0.029%
11/15/2024Stifel Financial Corp215,229$17.15M0.0%+544.6%0.501%
11/15/2024Quadrature Capital Ltd68,615$5.46M0.1%N/A0.160%
11/15/2024IHT Wealth Management LLC13,480$1.07M0.0%-17.1%0.031%
11/15/2024HighTower Advisors LLC48,731$3.88M0.0%+23.7%0.113%
11/15/2024Hilltop Holdings Inc.4,093$326K0.0%N/A0.010%
11/14/2024Captrust Financial Advisors89,100$7.10M0.0%-4.9%0.207%
11/14/2024Hantz Financial Services Inc.663,754$52.89M0.9%-9.6%1.544%
11/13/2024BNP Paribas Financial Markets55,486$4.42M0.0%-48.8%0.129%
11/8/2024Prospera Private Wealth LLC747$60K0.0%N/A0.002%
11/8/2024PNC Financial Services Group Inc.155,931$12.43M0.0%-1.5%0.363%
11/8/2024Lowery Thomas LLC9,874$787K0.5%N/A0.023%
11/7/2024Napa Wealth Management14,345$1.14M0.5%+31.8%0.033%
11/7/2024Cassaday & Co Wealth Management LLC9,766$778K0.0%+69.4%0.023%
11/7/2024Drive Wealth Management LLC11,484$915K0.2%-25.8%0.027%
11/6/2024 Paragon Advisors LLC29,742$2.37M0.8%-7.5%0.069%
11/6/2024Valtinson Bruner Financial Planning LLC372,215$29.66M10.3%N/A0.866%
11/6/2024 Bouvel Investment Partners LLC44,119$3.52M1.3%-1.0%0.103%
11/6/2024Main Street Financial Solutions LLC63,479$5.06M0.5%+28.0%0.148%
11/6/2024Oppenheimer & Co. Inc.7,227$576K0.0%+26.2%0.017%
11/5/2024Harbour Investments Inc.264,725$21.09M0.6%+5.9%0.616%
11/1/2024Atria Investments Inc11,110$885K0.0%+34.0%0.026%
11/1/2024Oxbow Advisors LLC654,224$52.13M5.2%+83.4%1.521%
11/1/2024Source Financial Advisors LLC6,702$534K0.2%-9.5%0.016%
10/31/2024Trinity Legacy Partners LLC102,792$7.63M1.7%+392.1%0.239%
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10/30/2024Harvest Portfolios Group Inc.269,276$21.46M0.7%+38.5%0.626%
10/30/2024Clarity Financial LLC4,409$351K0.0%-9.7%0.010%
10/29/2024 Janney Montgomery Scott LLC95,172$7.58M0.0%-19.6%0.221%
10/29/2024Clear Creek Financial Management LLC54,485$4.34M0.5%+3.9%0.127%
10/28/2024Gladstone Institutional Advisory LLC113,652$9.06M0.4%-35.0%0.264%
10/28/2024E Fund Management Hong Kong Co. Ltd.29,887$2.38M1.4%+198.9%0.070%
10/25/2024Valmark Advisers Inc.6,558$523K0.0%N/A0.015%
10/25/2024Andina Capital Management LLC26,701$2.13M1.6%-43.7%0.062%
10/24/2024 Wealth Enhancement Advisory Services LLC4,137$330K0.0%-81.5%0.010%
10/23/2024Mirae Asset Global Investments Co. Ltd.875,561$70.10M0.3%+61.4%2.036%
10/23/2024CWC Advisors LLC.14,066$1.12M1.1%N/A0.033%
10/23/2024North Ridge Wealth Advisors Inc.115,786$9.23M6.3%+5.4%0.269%
10/23/2024Tectonic Advisors LLC46,930$3.74M0.2%+3.5%0.109%
10/23/2024Leading Edge Financial Planning LLC6,202$494K0.2%-7.6%0.014%
10/22/2024Rainey & Randall Investment Management Inc.3,053$243K0.1%N/A0.007%
10/19/2024Cyndeo Wealth Partners LLC93,209$7.43M0.5%+1.4%0.217%
10/18/2024Raymond James & Associates333,904$26.61M0.0%+0.1%0.777%
10/18/2024 Moss Adams Wealth Advisors LLC15,902$1.27M0.1%N/A0.037%
10/18/2024Stratos Wealth Advisors LLC2,786$222K0.0%N/A0.006%
10/16/2024Marshall Financial Group LLC108,172$8.62M2.1%+13.9%0.252%
10/16/2024Bleakley Financial Group LLC8,121$647K0.0%+2.4%0.019%
10/10/2024 Gilman Hill Asset Management LLC4,925$392K0.1%-11.7%0.011%
10/10/2024 Koshinski Asset Management Inc.10,860$865K0.1%+8.9%0.025%
10/10/2024 Ballew Advisors Inc10,358$780K0.5%-3.7%0.024%
10/10/2024Exchange Traded Concepts LLC7,532$600K0.0%N/A0.018%
10/9/2024 Fermata Advisors LLC88,699$7.07M1.4%+6.8%0.206%
10/9/2024 Beaumont Financial Advisors LLC3,604$287K0.0%-18.5%0.008%
10/8/2024Sinecera Capital LLC7,635$608K0.7%+14.4%0.018%
10/8/2024 Brookstone Capital Management3,660$292K0.0%N/A0.009%
10/8/2024 Legacy Private Trust Co.192,955$15.38M1.0%+3.8%0.449%
10/8/2024Dynamic Advisor Solutions LLC16,068$1.28M0.0%+10.3%0.037%
10/5/2024Fluent Financial LLC395,337$31.50M15.2%+39.5%0.919%
10/3/2024 Park Avenue Securities LLC4,574$364K0.0%N/A0.011%
9/23/2024Centaurus Financial Inc.3,597$264K0.0%N/A0.008%
8/28/2024RiverFront Investment Group LLC864,637$63.47M1.7%+1.3%2.011%
8/22/2024Cetera Investment Advisers99,255$7.29M0.0%-6.8%0.231%
8/21/2024Truist Financial Corp32,179$2.36M0.0%-8.8%0.075%
8/19/2024Hershey Financial Advisers LLC3,936$289K0.3%N/A0.009%
8/16/2024Northwestern Mutual Wealth Management Co.387$28K0.0%-50.4%0.001%
8/16/2024Forefront Analytics LLC83,721$6.15M2.9%+0.9%0.195%
8/15/2024The Manufacturers Life Insurance Company4,922$361K0.0%N/A0.011%
8/15/2024Trinity Legacy Partners LLC20,888$1.53M0.4%+11.2%0.049%
8/15/2024Toronto Dominion Bank511$38K0.0%N/A0.001%
8/13/2024AE Wealth Management LLC82,759$6.08M0.1%-46.9%0.192%
8/12/2024E Fund Management Co. Ltd.10,000$734K0.0%N/A0.023%
8/9/2024Bcwm LLC14,395$1.06M0.4%+3.2%0.033%
8/8/2024Envestnet Asset Management Inc.975,540$71.61M0.0%+8.9%2.269%
8/8/2024Sykon Capital LLC40,012$2.94M1.1%N/A0.093%
8/8/2024PFG Advisors97,678$7.17M0.5%+3.2%0.227%
8/6/2024Oxbow Advisors LLC356,714$26.19M3.1%N/A0.830%
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8/6/2024Lloyd Advisory Services LLC.40,006$2.94M1.4%+143.5%0.093%
8/5/2024Fluent Financial LLC283,403$20.81M10.5%+79.1%0.659%
8/3/2024National Bank of Canada FI11,144$787K0.0%+3.4%0.026%
8/1/2024Guidance Capital Inc.3,671$277K0.1%-4.0%0.009%
8/1/2024 Elevated Capital Advisors LLC4,824$354K0.1%N/A0.011%
8/1/2024Drive Wealth Management LLC15,484$1.14M0.3%+82.5%0.036%
7/31/2024 AFG Fiduciary Services Limited Partnership11,000$807K0.3%-37.1%0.026%
7/31/2024Commonwealth Equity Services LLC35,332$2.59M0.0%+12.6%0.082%
7/31/2024Rothschild Investment LLC625$46K0.0%N/A0.001%
7/30/2024North Ridge Wealth Advisors Inc.109,898$8.07M6.1%+5.8%0.256%
(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, 223 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. ($71.61M), Mirae Asset Global Investments Co. Ltd. ($70.10M), RiverFront Investment Group LLC ($63.47M), Hantz Financial Services Inc. ($52.89M), Oxbow Advisors LLC ($52.13M), and Ausdal Financial Partners Inc. ($45.19M).Learn more on EDV's institutional investors.

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

Of the 209 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. ($1.10M), RiverFront Investment Group LLC ($864.64K), Beacon Capital Management Inc. ($851.11K), Hantz Financial Services Inc. ($734.53K), Oxbow Advisors LLC ($654.22K), Ausdal Financial Partners Inc. ($645.34K), and Mirae Asset Global Investments Co. Ltd. ($535.04K).

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

Institutional investors have bought a total of 13,982,477 shares in the last 24 months. This purchase volume represents approximately $2.91B in transactions.

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

Of the 97 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 ($359.04K), Cambridge Investment Research Advisors Inc. ($188.51K), Legacy Private Trust Co. ($157.71K), Wealth Enhancement Advisory Services LLC ($149.91K), AE Wealth Management LLC ($147.49K), and IFP Advisors Inc ($140.57K).

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

Institutional investors have sold a total of 3,461,941 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.



This page (NYSEARCA:EDV) was last updated on 1/21/2025 by MarketBeat.com Staff
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