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Get Institutions for : 
Vanguard Extended Dur Tre Idx ETF (EDV)  
$71.50 0.23 (0.32%) as of 4:30 Mon 5/13


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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  : 
0.04 (0.06%)  




 
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
   MADISON ASSET MANAGEMENT LLC 226 - 2024-03-31 35,032 $2,683,000 0
   AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 19 - 2024-03-31 17,500 $1,283,000 0
   Vontobel Holding Ltd. 898 - 2024-03-31 4,021 $308,000 0
   Heritage Wealth Partners LLC 31 - 2024-03-31 3,227 $261,000 0
   IEQ CAPITAL LLC 821 - 2024-03-31 3,200 $245,000 0
   Bristlecone Advisors LLC 257 - 2024-03-31 3,179 $244,000 0
   Qube Research & Technologies Ltd 2426 - 2023-12-31 2,396 $194,000 0
   HARBOR INVESTMENT ADVISORY LLC 649 - 2024-03-31 440 $34,000 0
   Pflug Koory LLC 267 - 2024-03-31 336 $26,000 0
   CRITERION CAPITAL ADVISORS LLC 192 - 2024-03-31 330 $25,000 0
   Spire Wealth Management 1556 - 2024-03-31 238 $18,000 0
   Newbridge Financial Services Group Inc. 782 - 2024-03-31 120 $9,000 0
   PROEQUITIES INC. 1783 - 2024-03-31 100 $8,000 0
   Financial Gravity Wealth Inc. 535 - 2023-12-31 19 $1,000 0
   Beacon Capital Management LLC 843 - 2023-12-31 9 $1,000 0
   Founders Financial Alliance LLC 489 - 2023-12-31 4 $0 0

  16 Records found
  1    
  Page 1 of 1
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