Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF, omfatter Mather Group, Llc., Crux Wealth Advisors, 25 Llc, Savant Capital, LLC, Drucker Wealth 3.0, LLC, First Trust Advisors Lp, Atria Wealth Solutions, Inc., og Sound Income Strategies, LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3.399 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 76.029 | 4.820 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 165.058 | 4,60 | 10 | 11,11 | ||||
| 2025-07-21 | 13F | 25 Llc | 5.208 | 330 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1.526.475 | 7,39 | 96.778 | 8,21 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 22.990 | 0,98 | 1.458 | 1,75 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7.396 | 2,01 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 27.098 | 24,23 | 1.718 | 25,22 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3.010 | 27,00 | 191 | 27,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57.902 | 287,54 | 3.671 | 290,43 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 5.660 | 359 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10.685 | 6,40 | 677 | 7,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 120.960 | 8,27 | 7.669 | 9,09 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4.825 | 304 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33.191 | 3,15 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 13.593 | 8,45 | 862 | 9,68 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10.061 | 6,86 | 638 | 7,60 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 51.131 | 8,84 | 3.242 | 9,68 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 36.150 | 2.292 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1.504 | 3,65 | 95 | 6,74 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 132 | 23,36 | 8 | 33,33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3.715 | 236 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 57.962 | 26,91 | 3.675 | 27,88 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 58.888 | 3,59 | 3.732 | 4,36 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7.432 | 1,07 | 471 | 1,95 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4.892 | 310 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 18.189 | 30,29 | 1.153 | 32,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10.886 | 6,98 | 1 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 131 | 1,55 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 34.746 | 1,04 | 2.203 | 1,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128.360 | 12,43 | 8.138 | 13,30 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4.319 | 23,36 | 274 | 24,09 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 288.940 | 2,56 | 18.239 | 2,59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 56.590 | 1,21 | 3.588 | 1,96 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1.006 | 6,12 | 64 | 3,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 250.320 | 3,07 | 15.870 | 3,86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16.460 | 83,30 | 1.044 | 84,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 8.727 | 3,42 | 553 | 4,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 25.527 | 1,89 | 1.618 | 2,66 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2.934 | 0,41 | 186 | 1,64 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 13.394 | 0,05 | 849 | 0,83 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 12.890 | 13,02 | 817 | 13,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 918 | 0,88 | 58 | 1,75 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 8.325 | 88,35 | 528 | 89,57 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 515 | 1,18 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6.498 | 3,26 | 412 | 4,05 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6.605 | 4,87 | 419 | 5,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4.843 | 7,05 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12.996 | 0,36 | 824 | 1,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 26.351 | 4,94 | 1.671 | 5,76 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 7.157 | 0,83 | 454 | 1,57 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 11.017 | 220.240,00 | 698 | -7,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6.219 | 18,34 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 800 | 51 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4.053 | 4,49 | 257 | 4,92 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 61 | 1,67 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1.240 | 77,14 | 79 | 77,27 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9.388 | 46,94 | 595 | 48,38 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 7.828 | 71,74 | 496 | 73,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 784 | 2,35 | 50 | 2,08 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 5.009 | 55,80 | 318 | 56,93 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 14.910 | 1,29 | 938 | 1,30 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5.016 | 3,74 | 318 | 4,61 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4.885 | 33,29 | 310 | 34,35 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 14.556 | 28,36 | 923 | 29,31 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8.537 | 0,29 | 534 | 1,33 |
