VANGUARD EXTENDED DUR TREAS (EDV) Institutional Shareholders
VANGUARD EXTENDED DUR TREAS (EDV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.06B in EDV holdings during the latest filing period.
Midland Wealth Advisors, Llc is currently the largest disclosed institutional shareholder of EDV tracked by InsiderSet, reporting ownership valued at approximately $105.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $96.61M, representing an estimated loss of -8.64% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed EDV value among the investors covered in this analysis. Major shareholders include Midland Wealth Advisors, Llc, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in VANGUARD EXTENDED DUR TREAS (EDV).
This page ranks the largest institutional EDV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
184
Total Reported Value
$1.06B
Largest Holder
Midland Wealth Advisors, Llc
Largest Position
$105.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
120
Funds Exiting Positions
2
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Midland Wealth Advisors, Llc | 4.97% | 1,624,765 | $105,739,706 | $96,608,527 | -$9,131,179 | -8.64% | |
| Bank Of America Corp | 0.01% | 1,551,478 | $100,768,480 | $92,250,882 | -$8,517,598 | -8.45% | |
| Morgan Stanley | 0.00% | 1,044,656 | $67,850,464 | $62,115,246 | -$5,735,218 | -8.45% | |
| Rwa Wealth Partners, Llc | 0.62% | 875,815 | $56,884,184 | $52,075,960 | -$4,808,224 | -8.45% | |
| Lpl Financial Llc | 0.01% | 855,426 | $55,559,891 | $50,863,630 | -$4,696,261 | -8.45% | |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | 789,777 | $51,398,687 | $46,960,140 | -$4,438,547 | -8.64% | |
| Capital City Trust Co/Fl | 9.85% | 663,656 | $43,104,457 | $39,460,986 | -$3,643,471 | -8.45% | |
| Causey Wealth Llc | 4.12% | 448,388 | $30,866,722 | $26,661,150 | -$4,205,572 | -13.62% | |
| Sbi Securities Co., Ltd. | 0.69% | 463,578 | $30,169,656 | $27,564,348 | -$2,605,308 | -8.64% | |
| Cadence Wealth Management Llc | 10.39% | 383,603 | $24,915,015 | $22,809,034 | -$2,105,981 | -8.45% | |
| Jane Street Group, Llc | 0.03% | 380,396 | $24,706,720 | $22,618,346 | -$2,088,374 | -8.45% | |
| Ep Wealth Advisors, Llc | 0.12% | 364,974 | $23,705,055 | $21,701,354 | -$2,003,701 | -8.45% | |
| Beacon Capital Management, Inc. | 1.26% | 345,833 | $22,461,829 | $20,563,230 | -$1,898,599 | -8.45% | |
| Valtinson Bruner Financial Planning Llc | 5.90% | 330,722 | $21,480,421 | $19,664,730 | -$1,815,691 | -8.45% | |
| Harvest Portfolios Group Inc. | 0.35% | 326,449 | $21,202,863 | $19,410,658 | -$1,792,205 | -8.45% | |
| Alliancebernstein L.P. | 0.01% | 257,678 | $16,751,647 | $15,321,534 | -$1,430,113 | -8.54% | |
| Fluent Financial, Llc | 5.91% | 254,318 | $16,551,015 | $15,121,748 | -$1,429,267 | -8.64% | |
| Cetera Investment Advisers | 0.02% | 250,703 | $16,283,180 | $14,906,800 | -$1,376,380 | -8.45% | |
| Raymond James Financial Inc | 0.00% | 221,051 | $14,357,291 | $13,143,692 | -$1,213,599 | -8.45% | |
| Retirement Financial Solutions, Llc | 3.53% | 220,523 | $14,351,607 | $13,112,298 | -$1,239,309 | -8.64% | |
| Mml Investors Services, Llc | 0.04% | 220,118 | $14,296,695 | $13,088,216 | -$1,208,479 | -8.45% | |
| One Wealth Map Llc | 6.21% | 221,145 | $13,315,155 | $13,149,282 | -$165,873 | -1.25% | |
| Wells Fargo & Company/Mn | 0.00% | 188,053 | $12,214,033 | $11,181,631 | -$1,032,402 | -8.45% | |
| Tidal Investments Llc | 0.04% | 187,739 | $12,193,648 | $11,162,961 | -$1,030,687 | -8.45% | |
| Envestnet Asset Management Inc | 0.00% | 175,882 | $11,423,560 | $10,457,944 | -$965,616 | -8.45% | |
| North Ridge Wealth Advisors, Inc. | 6.15% | 168,157 | $10,921,846 | $9,998,615 | -$923,231 | -8.45% | |
| Ameriprise Financial Inc | 0.00% | 165,168 | $10,737,662 | $9,820,889 | -$916,773 | -8.54% | |
| National Bank Of Canada | 0.01% | 163,800 | $10,638,810 | $9,739,548 | -$899,262 | -8.45% | |
| Jump Financial, Llc | 0.15% | 158,291 | $10,281,000 | $9,411,983 | -$869,017 | -8.45% | |
| Royal Bank Of Canada | 0.00% | 135,072 | $8,772,000 | $8,031,381 | -$740,619 | -8.44% | |
| Nbt Bank N A | 0.55% | 126,670 | $8,243,684 | $7,531,798 | -$711,886 | -8.64% | |
| Institute For Wealth Management, Llc. | 0.70% | 122,588 | $7,978,028 | $7,289,082 | -$688,946 | -8.64% | |
| Professional Financial Management, Inc. | 8.00% | 121,134 | $7,883,401 | $7,202,628 | -$680,773 | -8.64% | |
| Osaic Holdings, Inc. | 0.01% | 118,971 | $7,727,174 | $7,074,016 | -$653,158 | -8.45% | |
| Advisory Services Network, Llc | 0.08% | 96,299 | $6,254,597 | $5,725,939 | -$528,658 | -8.45% | |
| Baird Financial Group, Inc. | 0.01% | 95,457 | $6,199,932 | $5,675,873 | -$524,059 | -8.45% | |
| Pnc Financial Services Group, Inc. | 0.00% | 94,336 | $6,127,132 | $5,609,219 | -$517,913 | -8.45% | |
| Northern Trust Corp | 0.00% | 92,248 | $5,991,508 | $5,485,066 | -$506,442 | -8.45% | |
| Riverfront Investment Group, Llc | 0.08% | 91,887 | $5,980,006 | $5,463,601 | -$516,405 | -8.64% | |
| Ubs Group Ag | 0.00% | 86,606 | $5,625,060 | $5,149,593 | -$475,467 | -8.45% | |
| Bnp Paribas Financial Markets | 0.00% | 83,375 | $5,415,206 | $4,957,478 | -$457,729 | -8.45% | |
| Fermata Advisors, Llc | 1.07% | 81,037 | $5,273,910 | $4,818,460 | -$455,450 | -8.64% | |
| Clear Investment Research, Llc | 8.19% | 80,608 | $5,235,492 | $4,792,952 | -$442,540 | -8.45% | |
| Tectonic Advisors Llc | 0.23% | 74,544 | $4,851,345 | $4,432,386 | -$418,959 | -8.64% | |
| Goldman Sachs Group Inc | 0.00% | 68,390 | $4,441,931 | $4,066,469 | -$375,462 | -8.45% | |
| Beverly Hills Private Wealth, Llc | 0.72% | 66,577 | $4,324,174 | $3,958,668 | -$365,506 | -8.45% | |
| First Commonwealth Financial Corp | 0.58% | 56,444 | $3,666,038 | $3,356,160 | -$309,878 | -8.45% | |
| Cassaday & Co Wealth Management Llc | 0.07% | 52,741 | $3,425,528 | $3,135,980 | -$289,548 | -8.45% | |
| &Partners | 0.02% | 51,498 | $3,337,327 | $3,062,071 | -$275,256 | -8.25% | |
| Ameritas Advisory Services, Llc | 0.13% | 50,276 | $3,265,426 | $2,989,411 | -$276,015 | -8.45% |
Frequently asked questions about EDV
Who owns the most EDV stock?
The largest holders of EDV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for VANGUARD EXTENDED DUR TREAS (EDV).
Is EDV widely held by superinvestors?
Many widely followed stocks like EDV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EDV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.