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Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$73.03 2.01 (2.68%) as of 4:30 Fri 6/7


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 169    16
Total shares held : 
 13,370,783  
% of shares held : 
 97.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 3,753,454  
% of shares held change : 
   27.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $80.25  
Last Quarter's Ending Price : 
 $76.60  
Last Quarter's Average Price : 
 $76.11  
Change from last quarter's     
avg. price to the last closing  : 
3.08 (4.05%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
40
 2,020,150
 15.11%
 
Increased Positions :
67
 3,447,669
 25.79%
 
Unchanged Positions :
12
 96,914
 0.72%
 
Decreased Positions :
50
-702,641
-5.26%
 
Closed Positions :
24
-1,011,724
-7.57%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 466 *New 2024-03-31 201,831 $15,460,000 201,831
   Conrad Siegel Investment Advisors Inc. 9 *New 2024-03-31 97,609 $7,477,000 97,609
   Rockefeller Capital Management L.P. 592 *New 2024-03-31 90,276 $6,915,000 90,276
   FLOW TRADERS U.S. LLC 80 *New 2024-03-31 51,865 $3,973,000 51,865
   Sawtooth Asset Management Inc. 378 *New 2023-12-31 16,677 $1,351,000 16,677
   Ground Swell Capital LLC 5 *New 2024-03-31 13,053 $1,000,000 13,053
   Dynamic Advisors Solutions LLC 486 *New 2024-03-31 10,478 $803,000 10,478
   Simplicity WealthLLC 610 *New 2024-03-31 9,633 $738,000 9,633
   INVESTMENT HOUSE LLC 157 *New 2024-03-31 7,542 $578,000 7,542
   Mid-American Wealth Advisory Group Inc. 29 *New 2024-03-31 4,667 $357,000 4,667
   Significant Wealth Partners LLC 118 *New 2024-03-31 4,360 $334,000 4,360
   BAYSHORE ASSET MANAGEMENT LLC 33 *New 2024-03-31 3,943 $302,000 3,943
   TWO SIGMA SECURITIES LLC 782 *New 2024-03-31 3,045 $233,000 3,045
   LEVEL FOUR ADVISORY SERVICES LLC 689 *New 2024-03-31 2,775 $225,000 2,775
   JONES FINANCIAL COMPANIES LLLP 579 *New 2024-03-31 1,381 $106,000 1,381
   Cape Investment Advisory Inc. 330 *New 2023-12-31 701 $57,000 701
   Rain Capital Management LLC 82 *New 2024-03-31 238 $18,000 238
   Kozak & Associates Inc. 185 *New 2024-03-31 241 $18,000 241
   Sound Income Strategies LLC 905 *New 2024-03-31 60 $5,000 60
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1464 *New 2024-03-31 71 $5,000 71
   O SHAUGHNESSY ASSET MANAGEMENT LLC 1814 *New 2024-03-31 43 $3,000 43
   Coppell Advisory Solutions LLC 1197 *New 2023-12-31 34 $3,000 34
   TSFG LLC 669 *New 2024-03-31 26 $2,000 26
   TUCKER ASSET MANAGEMENT LLC 840 *New 2023-12-31 9 $1,000 9
  24 Records found
  1    
  Page 1 of 1
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