Vanguard Extended Dur TreasEDVETF
13F holders, Q1 2024 (March 31)169holders
1famous investor
$76.64avg. 13F price*
At the end of Q1 2024, 169 institutions reported holding Vanguard Extended Dur Treas (EDV) in their 13F filings. The largest holders were Bank of America Corp. ($102.0M), Envestnet Asset Management Inc. ($68.6M) and RiverFront Investment Group, LLC ($65.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Extended Dur Treas
- CUSIP
- 921910709
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $57.3M |
| Exits | 38 | $35.8M |
Ownership 169 holders
| Bank of America Corp. | 0.01% | Reduce -3.2% | 1,332,235 | $102.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -16.8% | 896,029 | $68.6M |
| RiverFront Investment Group, LLC | 1.84% | Add +3.9% | 853,411 | $65.4M |
| Morgan Stanley | 0.01% | Add +5.7% | 813,511 | $62.3M |
| Hantz Financial Services, Inc. | 0.99% | Reduce -4.6% | 661,676 | $50.7M |
| Jane Street Group, LLC | 0.05% | Add +6229.8% | 506,637 | $38.8M |
| Beacon Capital Management, Inc. | 1.42% | Reduce -46.1% | 458,514 | $33.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.6% | 401,719 | $30.8M |
| LPL Financial LLC | 0.01% | Add +56.3% | 332,503 | $25.5M |
| Raymond James & Associates | 0.01% | Add +6.8% | 283,765 | $21.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -79.9% | 272,708 | $20.9M |
| Harbour Investments, Inc. | 0.64% | Add +11.5% | 236,494 | $18.1M |
| UBS Group AG | 0.01% | Add +9.5% | 222,728 | $17.1M |
| Wells Fargo & Company | 0.00% | Add +9.4% | 218,204 | $16.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | New | 201,831 | $15.5M |
| Legacy Private Trust Co. | 1.05% | Add +45.9% | 187,437 | $14.4M |
| MML Investors Services, LLC | 0.06% | Add +58.2% | 184,379 | $14.1M |
| Gladstone Institutional Advisory LLC | 0.72% | Reduce -8.2% | 171,562 | $13.1M |
| Hamilton Wealth, LLC | 3.97% | Reduce -17.1% | 165,920 | $12.7M |
| Owen LaRue, LLC | 7.66% | Add +257.4% | 159,747 | $12.2M |
| Fluent Financial, LLC | 6.70% | Add +2.0% | 158,218 | $12.1M |
| Heartwood Wealth Advisors LLC | 1.48% | New | 156,703 | $12.0M |
| TD Waterhouse Canada Inc. | 0.09% | Add +3.3% | 120,518 | $12.0M |
| AE Wealth Management LLC | 0.14% | Reduce -58.0% | 155,948 | $11.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +40.9% | 154,042 | $11.8M |
| AMJ Financial Wealth Management | 3.93% | Reduce -11.0% | 153,705 | $11.8M |
| One Wealth Map LLC | 7.41% | Reduce -15.3% | 160,802 | $11.2M |
| PNC Financial Services Group, Inc. | 0.01% | Add +9.2% | 134,636 | $10.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +10.8% | 115,254 | $8.8M |
| Cetera Investment Advisers | 0.02% | Add +171.6% | 106,535 | $8.2M |
| North Ridge Wealth Advisors, Inc. | 6.17% | Add +5.4% | 103,845 | $8.0M |
| Conrad Siegel Investment Advisors, Inc. | 2.19% | New | 97,609 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +37.5% | 96,245 | $7.4M |
| PFG Advisors | 0.53% | Add +11.2% | 94,623 | $7.2M |
| Captrust Financial Advisors | 0.03% | Add +385.6% | 93,294 | $7.1M |
| Cyndeo Wealth Partners, LLC | 0.58% | Reduce -1.4% | 91,189 | $7.0M |
| Rockefeller Capital Management L.P. | 0.02% | New | 90,276 | $6.9M |
| Marshall Financial Group, LLC | 1.94% | Add +15.4% | 88,097 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -30.4% | 87,394 | $6.7M |
| Forefront Analytics, LLC | 3.08% | Reduce -0.2% | 82,948 | $6.4M |
| Citadel Advisors | 0.01% | Add +497.7% | 82,626 | $6.3M |
| Fermata Advisors, LLC | 1.31% | Reduce -1.2% | 75,975 | $5.8M |
| Metropolitan Life Insurance Co | 0.23% | No change | 67,617 | $5.2M |
| Sage Private Wealth Group, LLC | 4.13% | Reduce -1.8% | 67,304 | $5.2M |
| Evoke Wealth, LLC | 0.15% | New | 67,210 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -63.7% | 66,429 | $5.1M |
| Advisory Services Network, LLC | 0.11% | Add +15.4% | 65,735 | $5.0M |
| Hamilton Capital Partners Inc. | 0.59% | Add +41.8% | 63,304 | $4.8M |
| BNP Paribas Financial Markets | 0.01% | Add +359.5% | 58,222 | $4.5M |
| Alpha Square Group S LLC | 7.45% | No change | 52,000 | $4.0M |
| Flow Traders U.S. LLC | 0.21% | New | 51,865 | $4.0M |
| Clear Creek Financial Management, LLC | 0.50% | Add +1.7% | 51,457 | $3.9M |
| Main Street Financial Solutions, LLC | 0.40% | Add +89.8% | 49,473 | $3.8M |
| Bouvel Investment Partners, LLC | 1.46% | Reduce -2.5% | 44,072 | $3.4M |
| Fort Point Capital Partners LLC | 0.46% | Add +1417.5% | 43,916 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.7% | 43,032 | $3.3M |
| Tectonic Advisors LLC | 0.25% | Reduce -3.6% | 42,458 | $3.3M |
| Johnson & White Wealth Management, LLC | 2.04% | Add +23.2% | 36,556 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -76.3% | 35,276 | $2.7M |
| Madison Asset Management, LLC | 0.03% | No change | 35,032 | $2.7M |
| Andina Capital Management, LLC | 2.08% | Reduce -48.7% | 34,769 | $2.7M |
| Paragon Advisors, LLC | 1.07% | Reduce -71.8% | 34,689 | $2.7M |
| Ameritas Advisory Services, LLC | 0.11% | Reduce -80.3% | 33,821 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -42.4% | 31,378 | $2.4M |
| IFP Advisors, Inc | 0.10% | Add +1.6% | 31,218 | $2.4M |
| Stifel Financial Corp. | 0.00% | Reduce -7.1% | 29,456 | $2.3M |
| Altfest L J & Co. Inc. | 0.30% | Add +1.3% | 27,903 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +17.7% | 27,067 | $2.1M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 27,034 | $2.1M |
| Mariner, LLC | 0.00% | Add +1.5% | 22,902 | $1.8M |
| Lloyd Advisory Services, LLC. | 0.37% | Reduce -76.9% | 16,430 | $1.7M |
| Tranquilli Financial Advisor LLC | 1.00% | Reduce -34.3% | 19,514 | $1.5M |
| Almanack Investment Partners, LLC. | 0.25% | Reduce -83.2% | 18,999 | $1.5M |
| Samalin Investment Counsel, LLC | 0.69% | Add +2.9% | 18,955 | $1.5M |
| Trinity Legacy Partners, LLC | 0.42% | Add +54.9% | 18,792 | $1.4M |
| Afg Fiduciary Services Limited Partnership | 0.95% | No change | 17,500 | $1.3M |
| Comerica Bank | 0.01% | Add +100.3% | 16,587 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -59.8% | 16,442 | $1.3M |
| AlphaQ Advisors LLC | 0.75% | Reduce -9.7% | 16,151 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Add +22.4% | 16,156 | $1.2M |
| Great Lakes Retirement, Inc. | 0.18% | Reduce -5.6% | 15,609 | $1.2M |
| Accel Wealth Management | 0.49% | Add +20.7% | 15,086 | $1.2M |
| Wolverine Trading, LLC | 0.01% | Add +66.3% | 14,401 | $1.1M |
| Bcwm, LLC | 0.37% | Reduce -3.7% | 13,953 | $1.1M |
| Merit Financial Group, LLC | 0.03% | Add +8.8% | 15,105 | $1.1M |
| Cutler Group LLC / CA | 0.54% | Reduce -42.1% | 13,900 | $1.1M |
| Ground Swell Capital, LLC | 1.05% | New | 13,053 | $1000K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +174.4% | 11,974 | $917K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +63.0% | 10,501 | $804K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +63.0% | 10,501 | $804K |
| Dynamic Advisor Solutions LLC | 0.03% | New | 10,478 | $803K |
| Susquehanna International Group, LLP | 0.00% | New | 10,249 | $785K |
| Ballew Advisors, Inc | 0.54% | Reduce -3.4% | 10,984 | $784K |
| National Bank of Canada | 0.00% | Reduce -14.0% | 10,774 | $767K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -42.2% | 9,633 | $738K |
| Simplicity Wealth,LLC | 0.02% | New | 9,633 | $738K |
| Comprehensive Wealth Management, LLC | 0.56% | Add +14.0% | 9,426 | $722K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -2.4% | 9,352 | $716K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -9.7% | 9,211 | $706K |
| Koshinski Asset Management, Inc. | 0.07% | New | 8,679 | $665K |
"% of holder's portfolio" is EDV's weight in each manager's 13F, not the share of Vanguard Extended Dur Treas the manager owns.