Vanguard Extended Dur TreasEDVETF

13F holders, Q3 2024 (September 30)
184holders +11
35new positions
22sold out
2famous investors
$79.57avg. 13F price*

At the end of Q3 2024, 184 institutions reported holding Vanguard Extended Dur Treas (EDV) in their 13F filings, up 11 from Q2 2024. 35 opened new positions and 22 sold out. The largest holders were Envestnet Asset Management Inc. ($82.4M), Bank of America Corp. ($80.4M) and Ameriprise Financial Inc. ($71.9M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions35$80.9M
Exits22$24.9M

All 13F filers, Q2 2024 → Q3 2024: 4,009,688 shares bought and 1,318,877 shares sold, net +2,690,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

Envestnet Asset Management Inc. 0.03% Add +6.1% 1,034,737 $82.4M
Bank of America Corp. 0.01% Reduce -25.2% 1,008,839 $80.4M
Ameriprise Financial Inc. 0.02% Add +223.5% 902,409 $71.9M
RiverFront Investment Group, LLC 1.67% Add +3.0% 890,993 $71.0M
Mirae Asset Global Investments Co., Ltd. 0.31% Add +61.4% 875,561 $70.1M
Morgan Stanley 0.00% Add +0.7% 805,724 $64.2M
Hantz Financial Services, Inc. 0.94% Reduce -9.6% 663,754 $52.9M
Oxbow Advisors, LLC 5.32% Add +83.4% 654,224 $52.1M
LPL Financial LLC 0.02% Add +77.6% 597,160 $47.6M
Beacon Capital Management, Inc. 1.72% Add +26.9% 518,499 $41.3M
Fluent Financial, LLC 15.16% Add +39.5% 395,337 $31.5M
Valtinson Bruner Financial Planning LLC 10.34% New 372,215 $29.7M
Raymond James & Associates 0.02% Add +0.1% 333,904 $26.6M
Royal Bank of Canada 0.01% Reduce -11.5% 320,063 $25.5M
Wells Fargo & Company 0.01% Add +10.6% 306,110 $24.4M
UBS Group AG 0.01% Add +59.0% 288,554 $23.0M
Harvest Portfolios Group Inc. 0.71% Add +38.5% 269,276 $21.5M
Harbour Investments, Inc. 0.63% Add +5.9% 264,725 $21.1M
MML Investors Services, LLC 0.08% Add +24.8% 262,567 $20.9M
Stifel Financial Corp. 0.02% Add +544.6% 215,229 $17.1M
Hamilton Wealth, LLC 4.02% Add +1.9% 206,427 $16.4M
Jane Street Group, LLC 0.03% New 196,053 $15.6M
Legacy Private Trust Co. 1.03% Add +3.8% 192,955 $15.4M
Hamilton Capital Partners Inc. 1.15% Add +134.0% 166,131 $13.2M
Owen LaRue, LLC 6.87% Add +16.3% 162,452 $12.9M
One Wealth Map LLC 7.55% Add +4.2% 168,975 $12.8M
PNC Financial Services Group, Inc. 0.01% Reduce -1.5% 155,931 $12.4M
Cambridge Investment Research Advisors, Inc. 0.04% Add +140.2% 147,350 $11.7M
Cetera Investment Advisers 0.02% Add +26.3% 125,329 $10.0M
North Ridge Wealth Advisors, Inc. 6.27% Add +5.4% 115,786 $9.2M
Gladstone Institutional Advisory LLC 0.44% Reduce -35.0% 113,652 $9.1M
Citadel Advisors 0.01% Add +342.9% 109,127 $8.7M
Marshall Financial Group, LLC 2.06% Add +13.9% 108,172 $8.6M
Atria Wealth Solutions, Inc. 0.09% Add +17.5% 98,169 $7.8M
Trinity Legacy Partners, LLC 1.96% Add +392.1% 102,792 $7.6M
Clear Investment Research, LLC 9.87% New 95,243 $7.6M
Janney Montgomery Scott LLC 0.02% Reduce -19.6% 95,172 $7.6M
Conrad Siegel Investment Advisors, Inc. 2.04% Reduce -3.0% 95,025 $7.6M
Cyndeo Wealth Partners, LLC 0.52% Add +1.4% 93,209 $7.4M
Captrust Financial Advisors 0.02% Reduce -4.9% 89,100 $7.1M
Fermata Advisors, LLC 1.43% Add +6.8% 88,699 $7.1M
Osaic Holdings, Inc. 0.02% Add +20.5% 85,768 $6.8M
Forefront Analytics, LLC 3.15% Add +0.0% 83,754 $6.7M
Evoke Wealth, LLC 0.17% New 76,390 $6.1M
Quadrature Capital Ltd 0.12% New 68,615 $5.5M
Commonwealth Equity Services, LLC 0.01% Add +91.6% 67,700 $5.4M
Main Street Financial Solutions, LLC 0.46% Add +28.1% 63,479 $5.1M
Advisory Services Network, LLC 0.10% No change 66,806 $4.9M
Sykon Capital LLC 1.72% Add +53.2% 61,294 $4.9M
Alpha Square Group S LLC 12.14% Add +12.0% 58,218 $4.6M
BNP Paribas Financial Markets 0.00% Reduce -48.8% 55,486 $4.4M
Clear Creek Financial Management, LLC 0.49% Add +3.9% 54,485 $4.3M
HighTower Advisors, LLC 0.01% Add +23.7% 48,731 $3.9M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -56.1% 47,883 $3.8M
Tectonic Advisors LLC 0.25% Add +3.5% 46,930 $3.7M
Regions Financial Corp. 0.03% New 44,267 $3.5M
Bouvel Investment Partners, LLC 1.32% Reduce -1.0% 44,119 $3.5M
Richmond Brothers, Inc. 2.05% New 41,820 $3.3M
LaSalle St. Investment Advisors, LLC 1.26% Add +76.6% 40,331 $3.2M
JPMorgan Chase & Co. 0.00% Add +19.6% 36,812 $2.9M
Mariner, LLC 0.00% Add +16.2% 34,977 $2.8M
Truist Financial Corp. 0.00% Add +0.7% 32,414 $2.6M
Metropolitan Life Insurance Co 0.88% No change 30,917 $2.5M
E Fund Management Co., Ltd. 0.12% Add +198.9% 29,887 $2.4M
E Fund Management (Hong Kong) Co., Ltd. 1.42% Add +198.9% 29,887 $2.4M
Paragon Advisors, LLC 0.77% Reduce -7.5% 29,742 $2.4M
IFP Advisors, Inc 0.08% Reduce -5.9% 29,521 $2.4M
AE Wealth Management LLC 0.02% Reduce -66.6% 27,609 $2.2M
Fort Point Capital Partners LLC 0.27% Reduce -1.2% 27,187 $2.2M
Andina Capital Management, LLC 1.62% Reduce -43.7% 26,701 $2.1M
Northern Trust Corp. 0.00% Reduce -2.2% 25,657 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +46.2% 23,589 $1.9M
Accel Wealth Management 0.70% Add +39.8% 23,543 $1.9M
Tranquilli Financial Advisor LLC 0.92% Add +68.9% 18,428 $1.5M
RHS Financial, LLC 0.69% Add +113.4% 17,262 $1.4M
Retirement Capital Strategies 0.53% Reduce -5.5% 17,095 $1.4M
Dynamic Advisor Solutions LLC 0.04% Add +10.3% 16,068 $1.3M
Moss Adams Wealth Advisors LLC 0.14% New 15,902 $1.3M
Comerica Bank 0.00% Reduce -7.5% 15,169 $1.2M
&partners 0.02% New 14,524 $1.2M
PFG Advisors 0.07% Reduce -85.1% 14,537 $1.2M
Almanack Investment Partners, LLC. 0.18% Add +1.0% 14,403 $1.1M
Napa Wealth Management 0.54% Add +31.8% 14,345 $1.1M
CWC Advisors, LLC. 1.11% — 14,066 $1.1M
Jones Financial Companies LLLP 0.00% Add +209.7% 13,874 $1.1M
IHT Wealth Management, LLC 0.03% Reduce -17.1% 13,480 $1.1M
Goldman Sachs Group Inc. 0.00% Reduce -83.3% 13,194 $1.1M
Caitlin John, LLC 0.66% Add +1464.3% 14,564 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Add +4.9% 12,878 $1.0M
Tudor Investment Corporation 0.01% New 12,476 $994K
SageView Advisory Group, LLC 0.05% No change 12,301 $980K
National Bank of Canada 0.00% Add +10.2% 12,285 $979K
Orion Porfolio Solutions, LLC 0.01% Add +11.4% 12,267 $977K
Orion Portfolio Solutions, LLC 0.01% Add +11.4% 12,267 $977K
Drive Wealth Management, LLC 0.24% Reduce -25.8% 11,484 $915K
Atria Investments, Inc 0.01% Add +34.0% 11,110 $885K
Koshinski Asset Management, Inc. 0.07% Add +8.9% 10,860 $865K
Institute for Wealth Management, LLC. 0.11% No change 10,799 $860K
Afg Fiduciary Services Limited Partnership 0.55% No change 11,000 $817K
Lowery Thomas, LLC 0.53% New 9,874 $787K

"% 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 184 holders