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Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$71.27 0.53 (0.74%) as of 4:30 Fri 5/10


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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
$67.70  
Last Quarter's Ending Price : 
$81.03  
Last Quarter's Average Price
$71.54  
Change from last quarter's     
avg. price to the last closing  : 
0.27 (0.38%)  




 
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: 
3-31-2022 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 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
   Ameritas Advisory Services LLC 30 *New 2023-12-31 171,560 $13,891,000 171,560
   Conrad Siegel Investment Advisors Inc. 9 *New 2024-03-31 97,609 $7,477,000 97,609
   METROPOLITAN LIFE INSURANCE CO/NY 69 *New 2023-12-31 67,617 $5,479,000 67,617
   Owen LaRue LLC 7 *New 2023-12-31 44,696 $3,622,000 44,696
   Tranquilli Financial Advisor LLC 12 *New 2023-12-31 29,718 $2,408,000 29,718
   ATRIA INVESTMENTS LLC 647 *New 2023-12-31 21,796 $1,766,000 21,796
   RETIREMENT CAPITAL STRATEGIES 30 *New 2023-12-31 18,643 $1,511,000 18,643
   Samalin Investment Counsel LLC 30 *New 2023-12-31 18,427 $1,493,000 18,427
   Sawtooth Asset Management Inc. 378 *New 2023-12-31 16,677 $1,351,000 16,677
   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
   TUDOR INVESTMENT CORP ET AL 1108 *New 2023-12-31 6,879 $557,000 6,879
   AlphaCore Capital LLC 142 *New 2023-12-31 6,200 $502,000 6,200
   Cresset Asset Management LLC 1257 *New 2023-12-31 5,600 $454,000 5,600
   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
   VIRTU FINANCIAL LLC 644 *New 2023-12-31 3,373 $273,000 3,373
   WEDBUSH MORGAN SECURITIES INC 843 *New 2023-12-31 3,163 $256,000 3,163
   MANUFACTURERES LIFE INSURANCE CO 2607 *New 2023-12-31 2,472 $200,000 2,472
   CLEAN YIELD GROUP *New 2023-12-31 1,200 $97,000 1,200
   Crewe Advisors LLC 114 *New 2023-12-31 853 $69,000 853
   Cape Investment Advisory Inc. 330 *New 2023-12-31 701 $57,000 701
   EverSource Wealth Advisors LLC 1070 *New 2023-12-31 381 $31,000 381
   Rain Capital Management LLC 82 *New 2024-03-31 238 $18,000 238
   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
   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

  31 Records found
  1    
  Page 1 of 1
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