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Security record · archived quarter

EDV

Vanguard Extended Duration Treasury ETF · Financial Services · Asset Management - Bonds

61.22 +1.7% mkt cap $4.31B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
42Tracked holders
0Δ holders
11.83MShares held
$769.60MReported value
+6New positions
−6Exits
Strongly Rising Conviction score 57/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow +30.0% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 45 +4 7.09M $461.43M +7 −3
Q1 2026 42 0 11.83M $769.60M +6 −6
Q4 2025 42 0 7.78M $505.71M
Q3 2025 6 +1 1.37M $93.83M +1
Q2 2025 2 -1 17.08K $1.15M −1
Q1 2025 1 0 41.01K $2.92M
Q4 2024 1 0 231.62K $15.69M
Q3 2024 1 0 109.13K $8.70M
Q2 2024 1 24.64K $1.81M
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
2 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
3 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
4 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
5 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
6 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
7 JPMorgan Chase 4.11M +23722.0% $267.42M 0.0% ▲ Add 3 SEC ↗
8 Bank Of America Corp /De/ 1.55M -1.9% $100.77M 0.0% ▼ Trim 2 SEC ↗
9 Bank Of America Corp /De/ 1.55M -1.9% $100.77M 0.0% ▼ Trim 2 SEC ↗
10 Bank Of America Corp /De/ 1.55M -1.9% $100.77M 0.0% ▼ Trim 2 SEC ↗
11 Mirae Asset Global Investments Co.… 1.06M -15.0% $68.57M 0.2% ▼ Trim 2 SEC ↗
12 Morgan Stanley 1.04M +2.6% $67.85M 0.0% ▲ Add 3 SEC ↗
13 Morgan Stanley 1.04M +2.6% $67.85M 0.0% ▲ Add 3 SEC ↗
14 Morgan Stanley 1.04M +2.6% $67.85M 0.0% ▲ Add 3 SEC ↗
15 LPL Financial LLC 855.43K -4.2% $55.56M 0.0% ▼ Trim 2 SEC ↗
16 Jane Street Group, Llc 380.40K +7796.9% $24.71M 0.0% ▲ Add 2 SEC ↗
17 Alliancebernstein L.P. 257.68K +1.1% $16.75M 0.0% ▲ Add 2 SEC ↗
18 Cetera Investment Advisers 250.70K +11.8% $16.28M 0.0% ▲ Add 2 SEC ↗
19 Raymond James Financial Inc 221.05K -10.0% $14.36M 0.0% ▼ Trim 2 SEC ↗
20 Raymond James Financial Inc 221.05K -10.0% $14.36M 0.0% ▼ Trim 2 SEC ↗
21 Raymond James Financial Inc 221.05K -10.0% $14.36M 0.0% ▼ Trim 2 SEC ↗
22 Mml Investors Services, Llc 220.12K -15.0% $14.30M 0.0% ▼ Trim 2 SEC ↗
23 Wells Fargo & Company/Mn 188.05K -11.4% $12.21M 0.0% ▼ Trim 2 SEC ↗
24 Wells Fargo & Company/Mn 188.05K -11.4% $12.21M 0.0% ▼ Trim 2 SEC ↗
25 Tidal Investments LLC 187.74K New $12.19M 0.0% New 1 SEC ↗
26 Envestnet Asset Management Inc 175.88K -30.6% $11.42M 0.0% ▼ Trim 2 SEC ↗
27 Ameriprise Financial Inc 165.17K +12.5% $10.74M 0.0% ▲ Add 2 SEC ↗
28 Ameriprise Financial Inc 165.17K +12.5% $10.74M 0.0% ▲ Add 2 SEC ↗
29 National Bank Of Canada /Fi/ 163.80K +260.0% $10.64M 0.0% ▲ Add 2 SEC ↗
30 Royal Bank Of Canada 135.07K -5.7% $8.77M 0.0% ▼ Trim 2 SEC ↗
31 Royal Bank Of Canada 135.07K -5.7% $8.77M 0.0% ▼ Trim 2 SEC ↗
32 Royal Bank Of Canada 135.07K -5.7% $8.77M 0.0% ▼ Trim 2 SEC ↗
33 Osaic Holdings, Inc. 118.97K -10.4% $7.73M 0.0% ▼ Trim 2 SEC ↗
34 Osaic Holdings, Inc. 118.97K -10.4% $7.73M 0.0% ▼ Trim 2 SEC ↗
35 Baird Financial Group, Inc. 95.46K New $6.20M 0.0% New 1 SEC ↗
36 Pnc Financial Services Group, Inc. 94.34K -0.9% $6.13M 0.0% ▼ Trim 2 SEC ↗
37 Pnc Financial Services Group, Inc. 94.34K -0.9% $6.13M 0.0% ▼ Trim 2 SEC ↗
38 Northern Trust Corp 92.25K -13.5% $5.99M 0.0% ▼ Trim 2 SEC ↗
39 UBS Group AG 86.61K +11.7% $5.63M 0.0% ▲ Add 2 SEC ↗
40 Bnp Paribas Financial Markets 83.38K -70.9% $5.42M 0.0% ▼ Trim 2 SEC ↗
41 Goldman Sachs Group 68.39K -70.1% $4.44M 0.0% ▼ Trim 3 SEC ↗
42 Susquehanna International Group, Llp 45.41K New $2.95M 0.0% New 1 SEC ↗
43 Mariner, LLC 35.41K -26.9% $2.30M 0.0% ▼ Trim 2 SEC ↗
44 Jones Financial Companies Lllp 28.73K -4.1% $1.84M 0.0% ▼ Trim 2 SEC ↗
45 Commonwealth Equity Services, Llc 27.96K +31.9% $1.82M 0.0% ▲ Add 2 SEC ↗
46 Stifel Financial Corp 22.10K +1.8% $1.44M 0.0% ▲ Add 2 SEC ↗
47 Stifel Financial Corp 22.10K +1.8% $1.44M 0.0% ▲ Add 2 SEC ↗
48 Captrust Financial Advisors 17.50K -43.3% $1.14M 0.0% ▼ Trim 2 SEC ↗
49 Creative Planning 16.63K New $1.08M 0.0% New 1 SEC ↗
50 Financial Engines Advisors L.L.C. 14.66K -58.1% $952,037 0.0% ▼ Trim 2 SEC ↗
51 Hrt Financial Lp 5.90K New $383,000 0.0% New 1 SEC ↗
52 Focus Partners Wealth 240 -96.8% $362,746 0.0% ▼ Trim 2 SEC ↗
53 Corient Private Wealth LP 4.70K New $304,941 0.0% New 1 SEC ↗
54 HighTower Advisors, LLC 4.12K -55.4% $267,754 0.0% ▼ Trim 2 SEC ↗
55 Cwm, Llc 4.03K +68.2% $261,721 0.0% ▲ Add 2 SEC ↗
56 Northwestern Mutual Wealth… 3.81K +34.3% $247,463 0.0% ▲ Add 2 SEC ↗
57 Rockefeller Capital Management L.P. 2.99K -62.8% $194,454 0.0% ▼ Trim 2 SEC ↗
58 TD Waterhouse Canada Inc. 100 0.0% $6,411 0.0% Held 2 SEC ↗
59 Fidelity (FMR) 18 -82.9% $1,169 0.0% ▼ Trim 4 SEC ↗
60 Fifth Third Bancorp 15 0.0% $974 0.0% Held 2 SEC ↗
61 Group One Trading Llc 7 -99.7% $455 0.0% ▼ Trim 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Tidal Investments LLC $12.19M 0.0%
Baird Financial Group, Inc. $6.20M 0.0%
Susquehanna International… $2.95M 0.0%
Creative Planning $1.08M 0.0%
Hrt Financial Lp $383,000 0.0%
Corient Private Wealth LP $304,941 0.0%

Exited

Wealth Enhancement Advisory… $2.39M was 0.0%
Citadel Advisors $1.85M was 0.0%
Simplex Trading, Llc $1.09M was 0.0%
Prudential Financial Inc $515,789 was 0.0%
BlackRock $65,010 was 0.0%
Qube Research & Technologies… $36,146 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 182 holders, 17.90M shares, $1.08B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q1 2026 · Methodology · Get this via the API