Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Core Bond Fund inkluderar Orion Portfolio Solutions, LLC, Smith & Howard Wealth Management, LLC, Meeder Advisory Services, Inc., Morningstar Investment Services LLC, NewEdge Wealth, LLC, Ami Investment Management Inc, Invenio Wealth Partners Llc, Hofer & Associates. Inc, Penney Financial, LLC, Financial Network Wealth Management LLC, Goldman Sachs Group Inc, Cetera Investment Advisers, Old Mission Capital Llc, D'Orazio & Associates, Inc., Savvy Advisors, Inc., Conservest Capital Advisors, Inc., Oak Hill Wealth Advisors, Llc, Trellis Wealth Advisors LLC, Brown Advisory Inc, och Keystone Financial Group .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 394 | 31 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 16 869 | 1 309 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10 550 | 29,45 | 818 | 29,64 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 122 783 | 2,79 | 9 525 | 3,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 31 155 | 10,96 | 2 417 | 11,13 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 12 203 | 13,12 | 947 | 13,29 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 29 450 | 2 285 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 328 | 25 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5 093 | 43,42 | 395 | 44,16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 235 | 18 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 331 656 | 25 730 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 704 242 | 237,91 | 54 635 | 238,57 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 459 913 | 118,09 | 35 680 | 118,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8 213 718 | 3,21 | 637 220 | 3,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46 105 | 3 577 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 1 384 604 | 2,36 | 107 418 | 2,56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 973 | 20,39 | 308 | 20,78 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 872 703 | 67 704 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 15 803 | 48,40 | 1 226 | 48,67 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 11 866 | 161,31 | 919 | 165,61 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 55 546 | 84,27 | 4 | 100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 611 | 1,08 | 203 | 1,00 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 254 508 | 64,42 | 20 | 72,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30 300 | 7,82 | 2 351 | 8,05 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 33 148 | 7,09 | 2 572 | 7,30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10 236 | 794 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 112 717 | 0,23 | 8 745 | 0,42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 725 | 1 283,25 | 211 | 1 306,67 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 31 938 | 50,35 | 2 478 | 50,67 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 387 849 | 22,58 | 30 089 | 22,82 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 297 313 | 23 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 54 315 | 0,57 | 4 214 | 0,77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 825 903 | 3,61 | 64 074 | 3,81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2 718 | 211 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 5 766 | 3,71 | 447 | 5,18 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 73 231 | 37,77 | 5 681 | 38,06 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 63 121 | 9,84 | 4 897 | 10,05 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 19 557 | 7,47 | 1 517 | 7,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 250 309 | 52,05 | 19 419 | 52,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 41 227 | 322,11 | 3 198 | 323,02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 189 | 15 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 342 796 | 363,98 | 26 594 | 364,93 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 34 936 | 1 031,35 | 2 656 | 1 025,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 299 | 411 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 90 738 | 10,29 | 7 039 | 10,50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6 809 | 528 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51 801 | 3,96 | 4 019 | 4,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 272 | 64,06 | 1 651 | 64,44 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 45 173 | 1,22 | 3 505 | 1,42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 781 | 61 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 82 930 | 475,42 | 6 434 | 476,95 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 73 828 | 5 728 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 126 686 | 8,05 | 9 828 | 8,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5 827 | 452 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 891 655 | 15,29 | 69 175 | 15,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56 679 | 4 397 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 156 621 | 3,56 | 12 151 | 3,77 | ||||
| 2025-07-16 | 13F | Novem Group | 4 333 | 336 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 84 165 | 40,63 | 6 530 | 40,89 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 39 800 | 6,81 | 3 088 | 7,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 318 | 257 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2 861 | 222 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 352 465 | 284,19 | 27 344 | 284,96 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24 061 | 31,12 | 1 861 | 30,80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 555 932 | 29,24 | 353 449 | 29,49 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 2 911 | 226 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 720 | 56 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 960 085 | 7,38 | 74 483 | 7,59 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 278 667 | 0,50 | 21 619 | 0,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79 862 | 8,71 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 327 879 | 8,62 | 25 437 | 8,83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187 202 | 7,12 | 14 523 | 7,33 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 11 598 | 900 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 894 071 | 69 228 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 117 512 | 26,19 | 9 117 | 26,44 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 70 424 | 5 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 288 067 | 22 340 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 157 305 | 9,55 | 12 204 | 9,76 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 145 775 | 11 309 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 85 133 | 6 605 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 121 433 | 53,51 | 9 421 | 54,30 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2 005 | 18,36 | 156 | 18,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120 292 | 676,68 | 9 332 | 694,89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3 223 | 250 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 63 | 5 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 35 707 | 3,27 | 2 770 | 3,47 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 99 301 | 31,33 | 7 704 | 31,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 219 | 17 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 317 475 | 24 630 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 3 536 | 274 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 17 534 | 1 478,22 | 1 360 | 1 481,40 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 890 | 69 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5 316 | 0,53 | 412 | 0,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 390 657 | 7,99 | 30 307 | 8,20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 700 | 442 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 305 | 194,58 | 101 | 197,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 177 211 | 4,38 | 13 748 | 4,58 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 657 | 22,12 | 51 | 21,95 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 77 289 | 6,81 | 5 996 | 7,01 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 438 | 1 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 828 445 | 70,87 | 64 271 | 71,20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 107 504 | 970,33 | 8 276 | 974,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 125 | 10 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7 595 | 36,40 | 589 | 36,66 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7 629 | 198,82 | 592 | 200,00 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 173 405 | 13 453 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 482 581 | 58,32 | 37 439 | 58,63 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2 523 | 196 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6 257 | 485 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 685 | 519 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 67 682 | 10,15 | 5 251 | 10,36 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 83 641 | 8,26 | 6 489 | 10,21 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 337 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 48 054 | 165,20 | 3 728 | 165,72 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 48 882 | 19,08 | 3 792 | 19,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58 120 | 4 509 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 778 | 36,34 | 293 | 36,92 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 16 328 | 1 252 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 6 333 | 491 | ||||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 80 885 | 7,45 | 6 275 | 7,67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 115 767 | 743,37 | 86 561 | 745,07 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 044 | 81 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 59 200 | 116,18 | 4 593 | 116,60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 49 838 | 23,37 | 3 866 | 23,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70 215 | 10,38 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 124 | 165 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 14 964 | 405,71 | 1 161 | 406,55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 118 839 | 7,18 | 9 219 | 7,40 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 125 | 1,74 | 475 | 1,93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3 282 | 255 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23 265 | 1 805 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 36 814 | 281,49 | 3 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493 456 | 5,47 | 38 282 | 5,68 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75 820 | 26,93 | 6 | 25,00 |
