Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF inkluderar Vanguard Advisers Inc, North Berkeley Wealth Management, LLC, Klaas Financial Asset Advisors, LLC, Eaton-Cambridge Inc., Silver Oak Wealth Advisors Services, Llc, TD Waterhouse Canada Inc., Reflection Asset Management, Hollencrest Capital Management, Ashton Thomas Private Wealth, LLC, Gill Capital Partners, Llc, och Western Wealth Management, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Valley National Advisers Inc | 11 885 | 8,43 | 1 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 6 206 | 0,75 | 390 | −0,51 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 16 401 | 9,85 | 1 039 | 9,26 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 13 732 | 0,10 | 863 | −1,15 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3 021 | 190 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 25 562 | 4,21 | 1 606 | 2,95 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 18 075 | 151,71 | 1 136 | 148,90 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 38 913 | 2 445 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1 530 | 11,84 | 96 | 10,34 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 149 730 | 0,76 | 9 408 | −0,51 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 6 718 | 2,13 | 422 | 0,96 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 12 007 | 0,04 | 754 | −1,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8 787 | 0,57 | 552 | −0,54 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 437 | 27 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 533 | 0,76 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 177 260 | 9,30 | 11 137 | 7,93 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 11 133 | 699 | ||||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 519 584 | 16,00 | 32 489 | 13,77 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2 005 896 | 126 030 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6 018 | 2,29 | 378 | 1,07 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3 843 | 0,73 | 241 | −0,41 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 64 640 | 35,89 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26 185 | 1 645 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 7 391 | 0,28 | 464 | −0,85 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 6 288 | 10,82 | 395 | 9,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 93 656 | 16,11 | 5 884 | 14,65 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 4 958 | 12,55 | 312 | 11,07 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11 380 | 109,81 | 715 | 107,25 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1 182 | 0,68 | 74 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 22 641 | 27,29 | 1 423 | 25,71 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 8 578 | 1,02 | 539 | −0,37 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 211 926 | 11,63 | 13 | 8,33 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 206 536 | 135,68 | 12 977 | 132,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 24 645 | 10,63 | 1 548 | 9,24 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 13 754 | 3,13 | 864 | 1,89 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7 663 | 0,67 | 482 | −0,62 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 14 739 | 3,18 | 926 | 1,98 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10 550 | 0,75 | 663 | −0,60 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 41 504 | 14,66 | 2 608 | 13,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 40 782 | 3,41 | 2 562 | 2,11 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 944 | 0,64 | 59 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 266 454 | 2,64 | 16 741 | 1,35 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 18 958 | 183,67 | 1 188 | 179,53 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 5 343 | 1,52 | 336 | 0,30 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1 848 378 | 11,51 | 117 612 | 10,52 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 151 235 | 10,56 | 9 502 | 9,18 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 167 | 17,61 | 10 | 11,11 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 25 375 | 1,39 | 1 594 | 0,13 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 1 204 | 77 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 96 634 | 19,82 | 6 071 | 18,32 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 95 | 6 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 290 167 | 3,04 | 18 231 | 1,75 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13 754 | 1,46 | 860 | −0,35 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 10 523 | 3,30 | 661 | 2,01 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 79 748 | 5 011 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 14 981 | 9,22 | 935 | 7,22 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 68 913 | 7,52 | 4 330 | 6,15 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 37 176 | 0,39 | 2 336 | −0,89 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2 500 | 156 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 11 473 | 5,63 | 721 | 4,20 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 29 541 | 15,16 | 1 856 | 13,73 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 154 784 | 6,44 | 9 725 | 5,10 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 547 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4 690 | 303,27 | 295 | 297,30 | ||||
| 2026-05-05 | 13F | UBS Group AG | 71 239 | 51,65 | 4 476 | 49,72 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 18 243 | 0,15 | 1 146 | −1,12 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 9 370 | 69,07 | 589 | 67,05 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 280 | 18 | ||||||
| 2026-05-12 | 13F | Creative Planning | 177 265 | 11 138 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6 037 | 1,72 | 379 | 0,53 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 4 525 | 284 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 811 | 0,75 | 51 | −1,96 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 3 425 | 215 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13 604 | 27,59 | 855 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 852 641 | 7 104,51 | 116 401 | 7 014,98 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 18 370 | 8,93 | 1 156 | 7,64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31 213 | 1 961 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 174 160 | 1,49 | 11 082 | 0,59 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8 991 | 24,49 | 565 | 22,88 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 70 682 | 47,75 | 4 441 | 45,86 |
