EDV Institutional Ownership & Shareholders
VANGUARD EXTENDED DUR TREAS (EDV) is currently held by 186 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.00B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of EDV tracked by InsiderSet, reporting ownership valued at approximately $99.92M 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 $91.00M, representing an estimated loss of -8.93% 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 Bank Of America Corp, Mirae Asset Global Investments Co., Ltd., Midland Wealth Advisors, Llc, 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
186
Total Reported Value
$1.00B
Largest Holder
Bank Of America Corp
Largest Position
$99.92M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
54
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 1,535,349 | $99,920,509 | $91,000,135 | -$8,920,374 | -8.93% | |
| Mirae Asset Global Investments Co., Ltd. | 0.12% | 1,183,222 | $65,609,660 | $70,129,568 | +$4,519,908 | +6.89% | |
| Midland Wealth Advisors, Llc | 2.87% | 1,118,454 | $62,018,274 | $66,290,769 | +$4,272,495 | +6.89% | |
| Morgan Stanley | 0.00% | 884,309 | $57,550,889 | $52,412,994 | -$5,137,895 | -8.93% | |
| Rwa Wealth Partners, Llc | 0.55% | 875,815 | $56,998,040 | $51,909,555 | -$5,088,485 | -8.93% | |
| Lpl Financial Llc | 0.01% | 830,743 | $54,064,747 | $49,238,138 | -$4,826,609 | -8.93% | |
| Hantz Financial Services, Inc. | 0.65% | 736,865 | $47,955,000 | $43,673,989 | -$4,281,011 | -8.93% | |
| Capital City Trust Co/Fl | 9.16% | 798,918 | $44,300,003 | $47,351,870 | +$3,051,867 | +6.89% | |
| Citadel Advisors Llc | 0.02% | 433,355 | $28,202,743 | $25,684,951 | -$2,517,792 | -8.93% | |
| Sbi Securities Co., Ltd. | 0.61% | 478,563 | $26,536,318 | $28,364,429 | +$1,828,111 | +6.89% | |
| Ep Wealth Advisors, Llc | 0.09% | 369,723 | $24,061,583 | $21,913,482 | -$2,148,101 | -8.93% | |
| Cadence Wealth Management Llc | 8.03% | 275,654 | $17,939,562 | $16,338,013 | -$1,601,549 | -8.93% | |
| Alliancebernstein L.P. | 0.01% | 260,730 | $16,934,414 | $15,453,467 | -$1,480,947 | -8.75% | |
| Valtinson Bruner Financial Planning Llc | 3.81% | 277,626 | $15,394,359 | $16,454,893 | +$1,060,534 | +6.89% | |
| Harvest Portfolios Group Inc. | 0.20% | 221,743 | $14,431,034 | $13,142,708 | -$1,288,326 | -8.93% | |
| Mml Investors Services, Llc | 0.03% | 219,406 | $14,278,974 | $13,004,194 | -$1,274,780 | -8.93% | |
| Cetera Investment Advisers | 0.01% | 208,896 | $13,594,952 | $12,381,266 | -$1,213,686 | -8.93% | |
| One Wealth Map Llc | 6.21% | 221,145 | $13,315,155 | $13,107,264 | -$207,891 | -1.56% | |
| Retirement Financial Solutions, Llc | 3.15% | 240,044 | $13,310,439 | $14,227,408 | +$916,969 | +6.89% | |
| Tidal Investments Llc | 0.03% | 190,626 | $12,405,940 | $11,298,403 | -$1,107,537 | -8.93% | |
| Wells Fargo & Company/Mn | 0.00% | 185,197 | $12,052,594 | $10,976,626 | -$1,075,968 | -8.93% | |
| Quadrature Capital Ltd | 0.10% | 177,530 | $11,553,652 | $10,522,203 | -$1,031,449 | -8.93% | |
| Jump Financial, Llc | 0.10% | 177,514 | $11,552,611 | $10,521,255 | -$1,031,356 | -8.93% | |
| Ameriprise Financial Inc | 0.00% | 174,551 | $11,367,275 | $10,345,638 | -$1,021,637 | -8.99% | |
| North Ridge Wealth Advisors, Inc. | 6.15% | 168,157 | $10,921,846 | $9,966,665 | -$955,181 | -8.75% | |
| Savant Capital, Llc | 0.03% | 167,592 | $10,906,598 | $9,933,178 | -$973,420 | -8.93% | |
| National Bank Of Canada | 0.01% | 164,104 | $10,679,888 | $9,726,444 | -$953,444 | -8.93% | |
| Ubs Group Ag | 0.00% | 160,476 | $10,443,778 | $9,511,413 | -$932,365 | -8.93% | |
| Flow Traders U.S. Llc | 0.42% | 158,645 | $10,325,000 | $9,402,889 | -$922,111 | -8.93% | |
| Institute For Wealth Management, Llc. | 0.70% | 122,588 | $7,978,028 | $7,265,791 | -$712,237 | -8.93% | |
| Royal Bank Of Canada | 0.00% | 109,672 | $7,137,000 | $6,500,259 | -$636,741 | -8.92% | |
| Pnc Financial Services Group, Inc. | 0.00% | 108,677 | $7,072,708 | $6,441,286 | -$631,422 | -8.93% | |
| Susquehanna International Group, Llp | 0.01% | 106,334 | $6,920,217 | $6,302,416 | -$617,801 | -8.93% | |
| Professional Financial Management, Inc. | 6.99% | 123,807 | $6,865,098 | $7,338,041 | +$472,943 | +6.89% | |
| Advisory Services Network, Llc | 0.07% | 95,810 | $6,235,308 | $5,678,659 | -$556,649 | -8.93% | |
| Causey Wealth Llc | 2.35% | 92,337 | $6,009,281 | $5,472,814 | -$536,467 | -8.93% | |
| Baird Financial Group, Inc. | 0.01% | 92,039 | $5,989,898 | $5,455,152 | -$534,746 | -8.93% | |
| Riverfront Investment Group, Llc | 0.08% | 91,887 | $5,980,006 | $5,446,142 | -$533,864 | -8.93% | |
| Fermata Advisors, Llc | 1.13% | 105,681 | $5,859,990 | $6,263,713 | +$403,723 | +6.89% | |
| Northern Trust Corp | 0.00% | 86,178 | $5,608,464 | $5,107,770 | -$500,694 | -8.93% | |
| Osaic Holdings, Inc. | 0.01% | 83,323 | $5,422,648 | $4,938,554 | -$484,094 | -8.93% | |
| Clear Investment Research, Llc | 8.13% | 80,291 | $5,225,328 | $4,758,848 | -$466,480 | -8.93% | |
| Beverly Hills Private Wealth, Llc | 0.99% | 79,468 | $5,171,788 | $4,710,068 | -$461,720 | -8.93% | |
| &Partners | 0.02% | 72,509 | $4,727,724 | $4,297,608 | -$430,116 | -9.10% | |
| Tectonic Advisors Llc | 0.22% | 85,024 | $4,714,630 | $5,039,372 | +$324,742 | +6.89% | |
| Goldman Sachs Group Inc | 0.00% | 69,830 | $4,544,536 | $4,138,824 | -$405,712 | -8.93% | |
| Nbt Bank N A | 0.30% | 79,030 | $4,382,214 | $4,684,108 | +$301,894 | +6.89% | |
| Captrust Financial Advisors | 0.01% | 65,553 | $4,266,189 | $3,885,326 | -$380,863 | -8.93% | |
| Columbus Macro, Llc | 0.41% | 76,180 | $4,224,181 | $4,515,189 | +$291,008 | +6.89% | |
| Fluent Financial, Llc | 1.41% | 74,109 | $4,109,344 | $4,392,440 | +$283,096 | +6.89% |
Frequently asked questions about EDV
Who are the largest institutional holders of EDV?
The largest institutional holders of EDV reported in the latest SEC Form 13F filings include Bank Of America Corp, Mirae Asset Global Investments Co., Ltd., Midland Wealth Advisors, Llc, Morgan Stanley, and Rwa Wealth Partners, Llc. InsiderSet ranks institutional holders by their latest reported EDV position.
What is EDV institutional ownership?
This page tracks EDV positions reported by institutional investment managers through SEC Form 13F. VANGUARD EXTENDED DUR TREAS (EDV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EDV?
InsiderSet currently tracks 186 institutional managers reporting EDV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EDV shareholders.
How much EDV stock do institutions own?
Institutional investment managers disclosed approximately $1.00B in EDV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EDV institutional ownership last updated?
The latest EDV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EDV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EDV position after the reporting date.
Are institutions buying or selling EDV?
Institutional buying and selling can be analyzed by comparing EDV positions across consecutive 13F reporting periods. InsiderSet's EDV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EDV ownership changes.
How has EDV institutional ownership changed over time?
InsiderSet tracks EDV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.