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

050100150200250 Q1 2024: 169Q1 2024Q2 2024: 173Q2 2024Q3 2024: 184Q3 2024Q4 2024: 184Q4 2024Q1 2025: 195Q1 2025Q2 2025: 178Q2 2025Q3 2025: 173Q3 2025Q4 2025: 202Q4 2025Q1 2026: 185Q1 2026Q2 2026: 188Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions28$57.3M
Exits38$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
Drive Wealth Management, LLC 0.18% Reduce -6.6% 8,484 $650K
GeoWealth Management, LLC 0.03% Reduce -36.3% 8,477 $649K
VanderPol Investments L.L.C. 1.79% Add +98.6% 8,172 $626K
Source Financial Advisors LLC 0.18% Reduce -40.3% 7,668 $587K
Investment House LLC 0.03% New 7,542 $578K
Simplex Trading, LLC 0.02% Reduce -58.5% 7,530 $576K
Sinecera Capital, LLC 0.71% Reduce -94.6% 6,675 $511K
Leading Edge Financial Planning LLC 0.22% Add +17.9% 6,351 $487K
Range Financial Group LLC 0.25% Add +147.9% 6,281 $481K
RHS Financial, LLC 0.28% Reduce -7.5% 6,204 $475K
Cassaday & Co Wealth Management LLC 0.01% Add +32.1% 5,766 $442K
Cresset Asset Management, LLC 0.00% Reduce -0.0% 5,599 $429K
Beaumont Financial Advisors, LLC 0.03% Add +56.7% 4,818 $369K
Mid-American Wealth Advisory Group, Inc. 0.24% New 4,667 $357K
Clarity Financial LLC 0.05% Add +4.2% 4,398 $337K
Avantax Advisory Services, Inc. 0.00% Reduce -63.6% 4,370 $335K
Significant Wealth Partners LLC 0.22% New 4,360 $334K
Vontobel Holding Ltd. 0.00% No change 4,021 $308K
Avidian Wealth Enterprises, LLC 0.02% Add +55.4% 3,983 $305K
Bayshore Asset Management, LLC 0.15% New 3,943 $302K
Wedbush Securities Inc. 0.01% Add +23.3% 3,900 $299K
Guidance Capital, Inc. 0.10% Add +3.8% 3,823 $267K
Heritage Wealth Partners, LLC 0.53% No change 3,227 $261K
Sepio Capital, LP 0.02% Add +4.7% 3,252 $249K
Ieq Capital, LLC 0.00% No change 3,200 $245K
Bristlecone Advisors, LLC 0.02% No change 3,179 $244K
Two Sigma Securities, LLC 0.01% New 3,045 $233K
Level Four Advisory Services, LLC 0.01% New 2,775 $225K
Authentikos Wealth Advisory, LLC 0.22% Add +8.8% 2,834 $217K
Qube Research & Technologies Ltd 0.00% No change 2,396 $184K
Aspect Partners, LLC 0.14% Reduce -37.8% 2,253 $173K
Global Retirement Partners, LLC 0.00% Add +37.8% 1,458 $112K
Jones Financial Companies LLLP 0.00% New 1,381 $106K
Briaud Financial Planning Inc 0.05% New 1,176 $91K
Caitlin John, LLC 0.06% Reduce -94.7% 980 $75K
Federation des caisses Desjardins du Quebec 0.00% No change 950 $73K
Crewe Advisors LLC 0.01% No change 853 $65K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -34.6% 780 $60K
Pineridge Advisors LLC 0.02% Add +0.8% 714 $55K
Rothschild Investment LLC 0.00% New 625 $48K
Clean Yield Group 0.02% Reduce -50.0% 600 $46K
Harbor Investment Advisory, LLC 0.00% No change 440 $34K
FMR LLC 0.00% Reduce -73.0% 362 $28K
Exchange Traded Concepts, LLC 0.00% Reduce -98.3% 344 $26K
Pflug Koory, LLC 0.00% No change 336 $26K
Criterion Capital Advisors, LLC 0.02% No change 330 $25K
Cape Investment Advisory, Inc. 0.01% Reduce -53.1% 329 $25K
Rain Capital Management, LLC 0.01% New 238 $18K
Spire Wealth Management 0.00% No change 238 $18K
Kozak & Associates, Inc. 0.00% New 241 $18K
Custom Portfolio Group LLC 0.01% No change 226 $17K
Principal Securities, Inc. 0.00% Add +49.5% 142 $11K
NFSG Corp 0.00% No change 120 $9K
Concourse Financial Group Securities, Inc. 0.00% No change 100 $8K
China Universal Asset Management Co., Ltd. 0.00% Reduce -99.8% 88 $7K
Bank of Montreal 0.00% Reduce -74.8% 75 $6K
CoreCap Advisors, LLC 0.00% New 71 $5K
Assetmark, Inc. 0.00% New 71 $5K
Sound Income Strategies, LLC 0.00% New 60 $5K
Fifth Third Bancorp 0.00% Add +266.7% 55 $4K
Cwm, LLC 0.00% Add +338.5% 57 $4K
Ameritas Investment Partners, Inc. 0.00% Reduce -81.8% 47 $4K
O'shaughnessy Asset Management, LLC 0.00% New 43 $3K
TD Private Client Wealth LLC 0.00% New 36 $3K
Tsfg, LLC 0.00% New 26 $2K
Richard W. Paul & Associates, LLC 0.00% No change 10 $778
Beacon Capital Management, LLC 0.00% No change 9 $689
Founders Financial Alliance, LLC 0.00% No change 4 $306
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -98.6% 1 $76

"% of holder's portfolio" is EDV's weight in each manager's 13F, not the share of Vanguard Extended Dur Treas the manager owns.