Vanguard Extended Dur TreasEDVETF

13F holders, Q2 2024 (June 30)
173holders +4
35new positions
30sold out
1famous investor
$73.48avg. 13F price*

At the end of Q2 2024, 173 institutions reported holding Vanguard Extended Dur Treas (EDV) in their 13F filings, up 4 from Q1 2024. 35 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($99.0M), Envestnet Asset Management Inc. ($71.6M) and RiverFront Investment Group, LLC ($63.5M). 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 → Q2 2024

InstitutionsTotal Value
New Positions35$62.4M
Exits30$73.3M

All 13F filers, Q1 2024 → Q2 2024: 1,986,569 shares bought and 1,755,768 shares sold, net +230,801 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 173 holders

Bank of America Corp. 0.01% Add +1.3% 1,349,162 $99.0M
Envestnet Asset Management Inc. 0.03% Add +8.9% 975,540 $71.6M
RiverFront Investment Group, LLC 1.69% Add +1.3% 864,637 $63.5M
Morgan Stanley 0.00% Reduce -1.7% 799,777 $58.7M
Hantz Financial Services, Inc. 1.04% Add +11.0% 734,530 $53.9M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +168.7% 542,353 $40.8M
Beacon Capital Management, Inc. 1.29% Reduce -10.9% 408,666 $30.0M
Royal Bank of Canada 0.01% Reduce -10.0% 361,644 $26.5M
Oxbow Advisors, LLC 3.17% New 356,714 $26.2M
LPL Financial LLC 0.01% Add +1.1% 336,161 $24.7M
Raymond James & Associates 0.02% Add +17.5% 333,527 $24.5M
Fluent Financial, LLC 10.50% Add +79.1% 283,403 $20.8M
Ameriprise Financial Inc. 0.01% Add +2.3% 278,969 $20.5M
Wells Fargo & Company 0.01% Add +26.8% 276,680 $20.3M
Harbour Investments, Inc. 0.62% Add +5.7% 249,937 $18.3M
MML Investors Services, LLC 0.06% Add +14.1% 210,382 $15.4M
Hamilton Wealth, LLC 4.00% Add +22.1% 202,550 $14.9M
Harvest Portfolios Group Inc. 0.55% New 194,442 $14.3M
Legacy Private Trust Co. 0.97% Reduce -0.8% 185,934 $13.6M
UBS Group AG 0.00% Reduce -18.5% 181,533 $13.3M
Gladstone Institutional Advisory LLC 0.67% Add +1.9% 174,748 $12.8M
One Wealth Map LLC 7.34% Add +0.8% 162,096 $11.9M
Heartwood Wealth Advisors LLC 1.41% Add +2.2% 160,168 $11.8M
PNC Financial Services Group, Inc. 0.01% Add +17.5% 158,251 $11.6M
Owen LaRue, LLC 6.34% Reduce -12.6% 139,650 $10.3M
Janney Montgomery Scott LLC 0.03% Add +2.7% 118,357 $8.7M
North Ridge Wealth Advisors, Inc. 6.13% Add +5.8% 109,898 $8.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +13.2% 108,963 $8.0M
BNP Paribas Financial Markets 0.01% Add +86.1% 108,332 $8.0M
Cetera Investment Advisers 0.02% Reduce -6.8% 99,255 $7.3M
Conrad Siegel Investment Advisors, Inc. 2.09% Add +0.3% 97,927 $7.2M
PFG Advisors 0.48% Add +3.2% 97,678 $7.2M
Marshall Financial Group, LLC 1.95% Add +7.8% 94,980 $7.0M
Captrust Financial Advisors 0.02% Add +0.5% 93,726 $6.9M
Cyndeo Wealth Partners, LLC 0.53% Add +0.8% 91,891 $6.7M
Forefront Analytics, LLC 2.94% Add +0.9% 83,721 $6.1M
Atria Wealth Solutions, Inc. 0.07% Reduce -4.4% 83,532 $6.1M
Fermata Advisors, LLC 1.40% Add +9.3% 83,064 $6.1M
AE Wealth Management LLC 0.06% Reduce -46.9% 82,759 $6.1M
Goldman Sachs Group Inc. 0.00% New 79,228 $5.8M
Osaic Holdings, Inc. 0.01% Add +7.2% 71,185 $5.2M
Hamilton Capital Partners Inc. 0.56% Add +12.1% 70,991 $5.2M
Advisory Services Network, LLC 0.10% Add +1.6% 66,806 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +42.5% 61,338 $4.5M
Ameritas Advisory Services, LLC 0.15% Add +57.3% 53,212 $3.9M
Clear Creek Financial Management, LLC 0.47% Add +1.9% 52,430 $3.8M
Alpha Square Group S LLC 7.06% No change 52,000 $3.8M
Main Street Financial Solutions, LLC 0.34% Add +0.2% 49,574 $3.6M
Andina Capital Management, LLC 2.62% Add +36.4% 47,437 $3.5M
Tectonic Advisors LLC 0.24% Add +6.8% 45,339 $3.3M
Bouvel Investment Partners, LLC 1.27% Add +1.1% 44,573 $3.3M
Sykon Capital LLC 1.11% New 40,012 $2.9M
Lloyd Advisory Services, LLC. 1.38% Add +143.5% 40,006 $2.9M
HighTower Advisors, LLC 0.00% Add +143.8% 39,394 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +12.6% 35,332 $2.6M
Madison Asset Management, LLC 0.03% No change 35,032 $2.6M
Stifel Financial Corp. 0.00% Add +13.3% 33,387 $2.5M
Truist Financial Corp. 0.00% Reduce -8.8% 32,179 $2.4M
Paragon Advisors, LLC 0.86% Reduce -7.3% 32,162 $2.4M
IFP Advisors, Inc 0.09% Add +0.5% 31,369 $2.3M
Metropolitan Life Insurance Co 0.90% Reduce -54.3% 30,917 $2.3M
JPMorgan Chase & Co. 0.00% Add +13.7% 30,767 $2.3M
Mariner, LLC 0.00% Add +31.4% 30,090 $2.2M
Altfest L J & Co. Inc. 0.29% Add +3.3% 28,811 $2.1M
Fort Point Capital Partners LLC 0.26% Reduce -37.3% 27,516 $2.0M
Northern Trust Corp. 0.00% Reduce -2.9% 26,242 $1.9M
Citadel Advisors 0.00% Reduce -70.2% 24,641 $1.8M
LaSalle St. Investment Advisors, LLC 0.84% New 22,839 $1.7M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -85.5% 22,355 $1.6M
Trinity Legacy Partners, LLC 0.44% Add +11.2% 20,888 $1.5M
Retirement Capital Strategies 0.53% New 18,084 $1.3M
Accel Wealth Management 0.50% Add +11.7% 16,846 $1.2M
Comerica Bank 0.01% Reduce -1.2% 16,395 $1.2M
IHT Wealth Management, LLC 0.04% New 16,259 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -1.9% 16,132 $1.2M
Drive Wealth Management, LLC 0.31% Add +82.5% 15,484 $1.1M
Dynamic Advisor Solutions LLC 0.03% Add +39.0% 14,568 $1.1M
Bcwm, LLC 0.38% Add +3.2% 14,395 $1.1M
Almanack Investment Partners, LLC. 0.18% Reduce -25.0% 14,257 $1.0M
SageView Advisory Group, LLC 0.06% New 12,301 $903K
Steward Partners Investment Advisory, LLC 0.01% Add +2.5% 12,274 $901K
Orion Porfolio Solutions, LLC 0.01% Add +4.8% 11,007 $808K
Orion Portfolio Solutions, LLC 0.01% Add +4.8% 11,007 $808K
Afg Fiduciary Services Limited Partnership 0.56% Reduce -37.1% 11,000 $807K
Napa Wealth Management 0.54% New 10,881 $799K
Institute for Wealth Management, LLC. 0.11% Add +15.5% 10,799 $793K
Ballew Advisors, Inc 0.52% Reduce -2.1% 10,755 $792K
National Bank of Canada 0.00% Add +3.4% 11,144 $787K
Tranquilli Financial Advisor LLC 0.52% Reduce -44.1% 10,910 $772K
Mid-American Wealth Advisory Group, Inc. 0.48% Add +117.4% 10,146 $745K
E Fund Management Co., Ltd. 0.04% New 10,000 $734K
E Fund Management (Hong Kong) Co., Ltd. 0.45% New 10,000 $734K
Koshinski Asset Management, Inc. 0.07% Add +14.9% 9,970 $730K
Centric Wealth Management 0.19% New 8,967 $660K
VanderPol Investments L.L.C. 1.96% Add +7.5% 8,785 $645K
GeoWealth Management, LLC 0.03% Add +2.4% 8,679 $637K
Merit Financial Group, LLC 0.01% Reduce -44.2% 8,424 $618K
Atria Investments, Inc 0.01% New 8,289 $608K
Parallax Volatility Advisers, L.P. 0.02% New 8,280 $608K
RHS Financial, LLC 0.36% Add +30.4% 8,088 $594K

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

Show all 173 holders