VANGUARD EXTENDED DURATION TREASURY INDEX FUND ETF SHARES · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MIDLAND WEALTH ADVISORS, LLC | 4.97% | 4.83% | #8 | $105.7M | 1.6M | $93.7M | 1.4M | +181,740+12.59% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #112 | $99.9M | 1.5M | $100.8M | 1.6M | -16,129-1.04% | Reduce | |
| MORGAN STANLEY | <0.01% | 0.01% | #136 | $57.6M | 884,309 | $83.6M | 1.2M | -337,129-27.60% | Reduce | |
| RWA WEALTH PARTNERS, LLC | 0.55% | 0.62% | #24 | $57.0M | 875,815 | $56.9M | 875,815 | 00.00% | Unchanged | |
| LPL Financial LLC | 0.01% | 0.01% | #100 | $54.1M | 830,743 | $55.6M | 855,426 | -24,683-2.89% | Reduce | |
| Mirae Asset Global Investments Co., Ltd. | 0.08% | 0.2% | #60 | $51.4M | 789,777 | $68.6M | 1.1M | -265,924-25.19% | Reduce | |
| CAPITAL CITY TRUST CO/FL | 10.32% | 9.85% | #1 | $49.8M | 764,715 | $43.1M | 663,656 | +101,059+15.23% | Add | |
| HANTZ FINANCIAL SERVICES, INC. | 0.65% | 0.93% | #21 | $48.0M | 736,865 | $58.9M | 907,055 | -170,190-18.76% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #126 | $37.7M | 579,755 | $8.9M | 137,000 | +442,755+323.18% | Add | |
| SBI Securities Co., Ltd. | 0.69% | 1.03% | #20 | $30.2M | 463,578 | $37.6M | 578,783 | -115,205-19.90% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #145 | $25.3M | 388,234 | $19.5M | 300,806 | +87,428+29.06% | Add | |
| EP Wealth Advisors, LLC | 0.09% | 0.12% | #56 | $24.1M | 369,723 | $23.7M | 364,974 | +4,749+1.30% | Add | |
| Valtinson Bruner Financial Planning LLC | 5.47% | 5.9% | #7 | $21.8M | 335,469 | $21.5M | 330,722 | +4,747+1.44% | Add | |
| Cadence Wealth Management LLC | 8.03% | 10.39% | #3 | $17.9M | 275,654 | $24.9M | 383,603 | -107,949-28.14% | Reduce | |
| ALLIANCEBERNSTEIN L.P. | 0.01% | 0.01% | #118 | $16.9M | 260,730 | $16.8M | 257,678 | +3,052+1.18% | Add | |
| Fluent Financial, LLC | 5.91% | 12.53% | #6 | $16.6M | 254,318 | $34.2M | 530,398 | -276,080-52.05% | Reduce | |
| Hamilton Capital Partners Inc. | 0.43% | — | #28 | $14.8M | 227,755 | $0 | 0 | +227,755 | New Buy | |
| Harvest Portfolios Group Inc. | 0.2% | 0.35% | #41 | $14.4M | 221,743 | $21.2M | 326,449 | -104,706-32.07% | Reduce | |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 3.53% | 1.26% | #9 | $14.4M | 220,523 | $4.4M | 67,942 | +152,581+224.58% | Add | |
| MML INVESTORS SERVICES, LLC | 0.03% | 0.04% | #86 | $14.3M | 219,406 | $14.3M | 220,118 | -712-0.32% | Reduce | |
| Cetera Investment Advisers | 0.01% | 0.02% | #99 | $13.6M | 208,896 | $16.3M | 250,703 | -41,807-16.68% | Reduce | |
| One Wealth Map LLC | 6.05% | 5.43% | #5 | $13.3M | 221,145 | $11.5M | 181,690 | +39,455+21.72% | Add | |
| Tidal Investments LLC | 0.02% | 0.03% | #90 | $12.4M | 190,626 | $12.2M | 187,739 | +2,887+1.54% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #146 | $12.1M | 185,197 | $12.2M | 188,053 | -2,856-1.52% | Reduce | |
| Quadrature Capital Ltd | 0.1% | — | #53 | $11.6M | 177,530 | $0 | 0 | +177,530 | New Buy | |
| Jump Financial, LLC | 0.09% | 0.14% | #55 | $11.6M | 177,514 | $10.3M | 158,291 | +19,223+12.14% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #142 | $11.4M | 174,551 | $10.7M | 165,168 | +9,383+5.68% | Add | |
| Savant Capital, LLC | 0.03% | — | #83 | $10.9M | 167,592 | $0 | 0 | +167,592 | New Buy | |
| NATIONAL BANK OF CANADA /FI/ | 0.01% | 0.01% | #104 | $10.7M | 164,104 | $10.6M | 163,800 | +304+0.19% | Add | |
| UBS Group AG | <0.01% | <0.01% | #151 | $10.4M | 160,476 | $5.6M | 86,606 | +73,870+85.29% | Add | |
| FLOW TRADERS U.S. LLC | 0.42% | 0.22% | #29 | $10.3M | 158,645 | $6.9M | 106,415 | +52,230+49.08% | Add | |
| Sellwood Investment Partners LLC | 2.95% | 2.92% | #10 | $8.4M | 128,316 | $7.4M | 113,998 | +14,318+12.56% | Add | |
| NBT BANK, N.A. | 0.55% | 0.82% | #23 | $8.2M | 126,670 | $12.4M | 191,595 | -64,925-33.89% | Reduce | |
| Institute for Wealth Management, LLC. | 0.7% | 0.3% | #19 | $8.0M | 122,588 | $2.8M | 43,487 | +79,101+181.90% | Add | |
| Professional Financial Management, Inc. | 8% | 7.67% | #4 | $7.9M | 121,134 | $7.4M | 113,492 | +7,642+6.73% | Add | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #155 | $7.1M | 109,672 | $8.8M | 135,072 | -25,400-18.80% | Reduce | |
| PNC FINANCIAL SERVICES GROUP, INC. | <0.01% | <0.01% | #132 | $7.1M | 108,677 | $6.1M | 94,336 | +14,341+15.20% | Add | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #165 | $6.8M | 104,000 | $30.1M | 463,596 | -359,596-77.57% | Reduce | |
| Advisory Services Network, LLC | 0.07% | 0.08% | #63 | $6.2M | 95,810 | $6.3M | 96,299 | -489-0.51% | Reduce | |
| Causey Wealth LLC | 2.35% | 3.73% | #12 | $6.0M | 92,337 | $8.8M | 135,175 | -42,838-31.69% | Reduce | |
| Baird Financial Group, Inc. | 0.01% | 0.01% | #107 | $6.0M | 92,039 | $6.2M | 95,457 | -3,418-3.58% | Reduce | |
| RiverFront Investment Group, LLC | 0.08% | 0.06% | #58 | $6.0M | 91,887 | $3.6M | 56,177 | +35,710+63.57% | Add | |
| NORTHERN TRUST CORP | <0.01% | <0.01% | #164 | $5.6M | 86,178 | $6.0M | 92,248 | -6,070-6.58% | Reduce | |
| OSAIC HOLDINGS, INC. | 0.01% | 0.01% | #113 | $5.4M | 83,323 | $7.7M | 118,971 | -35,648-29.96% | Reduce | |
| Fermata Advisors, LLC | 1.07% | 1.4% | #14 | $5.3M | 81,037 | $6.2M | 95,437 | -14,400-15.09% | Reduce | |
| CLEAR INVESTMENT RESEARCH, LLC | 8.13% | 8.19% | #2 | $5.2M | 80,291 | $5.2M | 80,608 | -317-0.39% | Reduce | |
| Beverly Hills Private Wealth, LLC | 0.99% | 0.72% | #15 | $5.2M | 79,468 | $4.3M | 66,577 | +12,891+19.36% | Add | |
| TECTONIC ADVISORS LLC | 0.23% | 0.25% | #37 | $4.9M | 74,544 | $4.7M | 72,005 | +2,539+3.53% | Add | |
| &PARTNERS | 0.02% | 0.02% | #92 | $4.7M | 72,509 | $3.3M | 51,498 | +21,011+40.80% | Add | |
| GOLDMAN SACHS GROUP INC | <0.01% | <0.01% | #169 | $4.5M | 69,830 | $4.4M | 68,390 | +1,440+2.11% | Add |