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Vanguard Extended Duration Treasury ETF (EDV) Institutional Ownership

Vanguard Extended Duration Treasury ETF logo
$65.32 -0.62 (-0.94%)
Closing price 04:10 PM Eastern
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$65.39 +0.07 (+0.10%)
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Institutional Ownership Changes (13F Filings) for Vanguard Extended Duration Treasury ETF (NYSEARCA:EDV)

Number of
Institutional Buyers
(last 12 months)
142
Total
Institutional Inflows
(last 12 months)
$920.62M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$454.87M
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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
8/12/2025JPMorgan Chase & Co.170,464$11.47M0.0%-94.0%0.328%
8/8/2025 Cetera Investment Advisers183,931$12.38M0.0%+7.7%0.354%
8/8/2025 Creative Planning3,146$212K0.0%N/A0.006%
8/8/2025 Meridian Wealth Management LLC42,197$2.84M0.1%+16.3%0.081%
8/8/2025 Capital Investment Counsel Inc3,500$236K0.0%N/A0.007%
8/8/2025 Atlanta Consulting Group Advisors LLC4,981$335K0.1%N/A0.010%
8/8/2025 PNC Financial Services Group Inc.121,607$8.18M0.0%-2.6%0.234%
8/8/2025 SBI Securities Co. Ltd.605,851$40.77M1.2%+3.0%1.166%
8/7/2025 Fund Evaluation Group LLC17,065$1.15M0.0%N/A0.033%
8/7/2025 Midland Wealth Advisors LLC965,210$64.96M3.6%+9.7%1.858%
8/6/2025 RWA Wealth Partners LLC846,098$56.94M0.7%-3.2%1.629%
8/6/2025 Decker Retirement Planning Inc.19,158$1.29M0.7%+12,587.4%0.037%
8/6/2025 AE Wealth Management LLC17,315$1.17M0.0%-3.7%0.033%
8/6/2025 Stokes Family Office LLC10,000$673K0.1%N/A0.019%
8/6/2025 Harvest Portfolios Group Inc.540,320$36.36M0.8%-5.1%1.040%
8/6/2025 Valtinson Bruner Financial Planning LLC294,107$19.79M6.2%+8.9%0.566%
8/5/2025 Simplex Trading LLC1,082$72K0.0%-96.5%0.002%
8/4/2025 Haven Private LLC3,900$262K0.1%-83.5%0.007%
8/4/2025 Clear Investment Research LLC85,798$5.77M7.3%-11.9%0.161%
8/4/2025 HBK Sorce Advisory LLC3,176$214K0.0%+5.9%0.006%
8/4/2025 Hantz Financial Services Inc.669,018$45.03M0.7%-1.2%1.255%
8/1/2025 Envestnet Asset Management Inc.53,321$3.59M0.0%-8.7%0.100%
7/31/2025 Whipplewood Advisors LLC452$30K0.0%+386.0%0.001%
7/30/2025 Paragon Advisors LLC14,488$975K0.3%-35.9%0.027%
7/30/2025 Cullen Frost Bankers Inc.1,991$134K0.0%N/A0.004%
7/30/2025 Nottingham Advisors Inc.28,900$1.95M0.3%+7.2%0.054%
7/29/2025 Beverly Hills Private Wealth LLC46,832$3.15M0.6%+19.4%0.088%
7/29/2025 Birmingham Capital Management Co. Inc. AL55,250$3.72M1.6%-30.9%0.104%
7/29/2025 Gladwyn Financial Advisors Inc.1,169$79K0.1%N/A0.002%
7/28/2025 Harbour Investments Inc.297,297$20.01M0.5%+31.0%0.558%
7/25/2025 Atria Wealth Solutions Inc.14,487$975K0.0%-78.2%0.027%
7/24/2025 JFS Wealth Advisors LLC385$26K0.0%N/A0.001%
7/23/2025 Tectonic Advisors LLC60,026$4.04M0.2%+8.7%0.116%
7/23/2025 Clear Creek Financial Management LLC52,274$3.52M0.3%-0.5%0.101%
7/23/2025 H&H Retirement Design & Management INC182,739$11.72M6.4%+12.5%0.352%
7/23/2025 TriaGen Wealth Management LLC3,580$241K0.1%+5.8%0.007%
7/22/2025 Accel Wealth Management14,963$1.01M0.3%-1.4%0.029%
7/21/2025 Ameritas Advisory Services LLC3,380$227K0.0%-9.8%0.007%
7/21/2025 Mirae Asset Global Investments Co. Ltd.1,346,407$90.61M0.3%+10.9%2.592%
7/18/2025 Clarity Financial LLC4,951$333K0.0%+13.0%0.009%
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7/18/2025 Institute for Wealth Management LLC.7,648$515K0.1%N/A0.014%
7/18/2025 Truist Financial Corp3,331$224K0.0%N/A0.006%
7/17/2025 Trivium Point Advisory LLC12,947$871K0.1%+17.4%0.025%
7/17/2025 Janney Montgomery Scott LLC216,556$14.57M0.0%N/A0.415%
7/17/2025 Income Research & Management403,862$27.18M7.3%N/A0.774%
7/17/2025 Johnson & White Wealth Management LLC43,991$2.96M1.5%-9.5%0.084%
7/16/2025 Freestate Advisors LLC3,424$230K0.2%N/A0.007%
7/16/2025 Leading Edge Financial Planning LLC7,469$503K0.1%+12.6%0.014%
7/14/2025 Conrad Siegel Investment Advisors Inc.108,628$7.31M1.6%-10.6%0.208%
7/14/2025 Park Avenue Securities LLC4,329$291K0.0%N/A0.008%
7/14/2025 Sellwood Investment Partners LLC118,796$7.68M3.7%+7.2%0.228%
7/11/2025 Farther Finance Advisors LLC5,366$361K0.0%-41.6%0.010%
7/11/2025 AFG Fiduciary Services Limited Partnership4,800$320K0.1%N/A0.009%
7/10/2025 Oliver Lagore Vanvalin Investment Group646$46K0.0%N/A0.001%
7/10/2025 CWC Advisors LLC.82,346$5.54M2.9%+2.3%0.159%
7/10/2025 Marshall Financial Group LLC93,266$6.02M1.2%-2.4%0.180%
7/10/2025 Wealth Enhancement Advisory Services LLC50,939$3.34M0.0%-2.7%0.098%
7/10/2025 Sharkey Howes & Javer31,633$2.13M0.3%+39.1%0.061%
7/9/2025 Fermata Advisors LLC94,473$6.36M1.7%+3.7%0.182%
7/8/2025 Range Financial Group LLC4,276$288K0.1%-8.1%0.008%
7/8/2025 Ballew Advisors Inc9,542$626K0.4%-9.1%0.018%
7/8/2025 Legacy Private Trust Co.166,274$11.19M0.7%+10.7%0.320%
5/20/2025Focus Partners Wealth7,427$528K0.0%N/A0.014%
5/16/2025Empowered Funds LLC77,934$5.48M0.1%N/A0.152%
5/16/2025Jones Financial Companies Lllp2,685$191K0.0%-89.4%0.005%
5/16/2025Sepio Capital LP3,261$232K0.0%-8.5%0.006%
5/16/2025Alliancebernstein L.P.243,116$17.29M0.0%+1.2%0.474%
5/15/2025Royal Bank of Canada210,123$14.94M0.0%-31.6%0.410%
5/15/2025MAI Capital Management1,044$74K0.0%+2,272.7%0.002%
5/14/2025CreativeOne Wealth LLC2,965$211K0.0%N/A0.006%
5/14/2025 Harvest Portfolios Group Inc.569,342$40.49M1.2%+5.8%1.110%
5/14/2025Arizona PSPRS Trust21,867$1.56M0.1%N/A0.043%
5/14/2025Comerica Bank9,595$682K0.0%-29.4%0.019%
5/14/2025Napa Wealth Management41,423$2.95M1.7%+385.8%0.081%
5/14/2025Northwestern Mutual Wealth Management Co.4,176$297K0.0%+12.4%0.008%
5/14/2025Ameriprise Financial Inc.536,797$38.17M0.0%+1.0%1.046%
5/14/2025Flow Traders U.S. LLC77,917$5.54M0.2%+57.2%0.152%
5/14/2025 VanderPol Investments L.L.C.5,069$360K0.8%-7.4%0.010%
5/14/2025 Andina Capital Management LLC19,479$1.39M1.0%-52.1%0.038%
5/14/2025 RWA Wealth Partners LLC874,224$62.17M0.8%+8.5%1.704%
5/13/2025 TriaGen Wealth Management LLC3,384$241K0.1%+14.2%0.007%
5/13/2025Raymond James Financial Inc.234,920$16.71M0.0%-47.1%0.458%
5/13/2025 Trivium Point Advisory LLC11,029$784K0.1%+16.8%0.021%
5/13/2025E Fund Management Co. Ltd.7,789$554K0.0%N/A0.015%
5/13/2025HighTower Advisors LLC61,969$4.41M0.0%+23.9%0.121%
5/12/2025Financial Engines Advisors L.L.C.24,536$1.75M0.0%-81.5%0.048%
5/12/2025 Meridian Wealth Management LLC36,286$2.58M0.1%-3.5%0.071%
5/12/2025Virtu Financial LLC8,655$615K0.0%-46.8%0.017%
5/12/2025JPMorgan Chase & Co.2,828,594$201.14M0.0%+6.6%5.508%
5/12/2025Townsquare Capital LLC5,757$409K0.0%N/A0.011%
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5/12/2025National Bank of Canada FI10,093$717K0.0%-81.8%0.020%
5/12/2025LaSalle St. Investment Advisors LLC5,820$413K0.1%-54.5%0.011%
5/9/2025North Ridge Wealth Advisors Inc.133,646$9.50M6.3%+8.8%0.260%
5/9/2025 Clear Investment Research LLC97,378$6.93M9.3%-1.0%0.190%
5/9/2025 Atria Wealth Solutions Inc.66,309$4.72M0.1%-1.7%0.129%
5/9/2025 Haven Private LLC23,680$1.68M1.0%+55.1%0.046%
5/9/2025 PNC Financial Services Group Inc.124,829$8.88M0.0%-16.6%0.243%
5/8/2025 Harbour Investments Inc.226,957$16.14M0.5%-17.6%0.442%
5/7/2025 Nottingham Advisors Inc.26,950$1.92M0.3%+196.2%0.052%
5/7/2025 Maridea Wealth Management LLC6,307$449K0.1%-3.1%0.012%
(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, 248 institutional investors and hedge funds held shares of Vanguard Extended Duration Treasury ETF. The most heavily invested institutionals were Mirae Asset Global Investments Co. Ltd. ($90.61M), Bank of America Corp DE ($84.47M), Midland Wealth Advisors LLC ($64.96M), Oxbow Advisors LLC ($63.91M), LPL Financial LLC ($59.60M), RWA Wealth Partners LLC ($56.94M), and RiverFront Investment Group LLC ($49.90M).Learn more on Vanguard Extended Duration Treasury ETF's institutional investors.

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

Of the 226 institutional investors that purchased Vanguard Extended Duration Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($2.80M), Oxbow Advisors LLC ($1.55M), Mirae Asset Global Investments Co. Ltd. ($1.01M), Midland Wealth Advisors LLC ($965.21K), Envestnet Asset Management Inc. ($939.53K), Raymond James Financial Inc. ($887.35K), and RWA Wealth Partners LLC ($874.22K).

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

Institutional investors have bought a total of 13,129,498 shares in the last 24 months. This purchase volume represents approximately $920.62M in transactions.

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

Of the 85 institutional investors that sold Vanguard Extended Duration Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.66M), Envestnet Asset Management Inc. ($981.42K), Ameriprise Financial Inc. ($371.05K), Wells Fargo & Company MN ($215.99K), Raymond James Financial Inc. ($208.75K), Stifel Financial Corp ($188.07K), and RiverFront Investment Group LLC ($154.15K).

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

Institutional investors have sold a total of 6,608,273 shares in the last 24 months. This volume of shares sold represents approximately $454.87M in transactions.



This page (NYSEARCA:EDV) was last updated on 8/12/2025 by MarketBeat.com Staff
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