Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Total World Bond ETF inkluderar Wellington Management Group Llp, CIBC World Markets Inc., Goldman Sachs Group Inc, Gould Capital, LLC, Simplex Trading, Llc, och Skopos Labs, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 360 | 302 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 90 028 | 9,35 | 6 242 | 10,19 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 13 108 | 48,58 | 909 | 49,59 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 6 990 | 12,92 | 485 | 13,88 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 294 | 21,53 | 436 | 22,47 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 3 699 | 1,12 | 255 | 2,01 | ||||
| 2025-08-14 | 13F | Fmr Llc | 212 | 15 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 21 | 1 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 23 010 | 0,17 | 1 595 | 0,95 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 3 064 | 212 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 72 905 | 19,96 | 5 055 | 20,88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7 265 | 57,25 | 504 | 58,68 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 2 968 | 5,21 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 403 | 27,59 | 305 | 28,69 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 501 | 3 240,00 | 35 | 3 300,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265 422 | 47,47 | 18 402 | 48,59 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 49 064 | 3 402 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 169 737 | 5,27 | 11 768 | 6,07 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 70 528 | 4,26 | 4 890 | 5,05 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 24 193 | 1 677 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-02 | 13F | Napatree Capital Llc | 15 130 | 10,53 | 1 041 | 11,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 309 606 | 1 434,53 | 21 | 2 000,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 227 | 17,84 | 986 | 18,80 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 323 039 | 1,09 | 22 396 | 1,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 29 | 2 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 12 918 | 89,08 | 896 | 90,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 753 | 25,18 | 0 | |||||
| 2025-07-18 | 13F | Viewpoint Investment Partners Corp | 10 648 | 10,92 | 738 | 11,82 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5 588 | 3,06 | 387 | 3,75 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 43 512 | 3,15 | 3 017 | 3,93 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 607 198 | 6,55 | 180 757 | 7,36 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 018 | 0,10 | 208 | 0,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 18 600 | 6,77 | 1 290 | 7,60 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 249 | 3,10 | 364 | 3,71 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 143 | 3,62 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 320 | 438 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 12 715 | 5,50 | 882 | 6,27 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 56 425 | 9,10 | 3 908 | 9,84 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 47 338 | 8,12 | 3 282 | 8,93 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 355 | 25 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 44 572 | 37,93 | 3 090 | 39,00 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 222 097 | 18,48 | 15 311 | 19,83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 602 | 94,21 | 1 428 | 95,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 090 | 1,14 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 687 | 1 008,06 | 48 | 1 075,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9 768 | 0,73 | 1 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 48 | 0 |
