Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF inkluderar San Luis Wealth Advisors LLC, Garrett Investment Advisors LLC, Physician Wealth Solutions Inc., Verus Financial Partners, Inc., Gutierrez Wealth Advisory, LLC, TAGStone Capital, Inc., Advyzon Investment Management, LLC, Greenwich Wealth Management LLC, Envestnet Asset Management Inc, Rehmann Capital Advisory Group, Balanced Rock Investment Advisor, Brio Consultants, LLC, Elequin Capital Lp, Kelman-Lazarov, Inc., Sunpointe, LLC, L.K. Benson & Company, P.C., Flow Traders U.s. Llc, ABLE Financial Group, LLC, LPL Financial LLC, och Essex Financial Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Verum Partners LLC | 166 687 | 3 177,37 | 12 263 | 3 152,79 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 204 407 | 15 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 22 915 | 18,52 | 1 686 | 17,42 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 421 | 325 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5 095 | 375 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39 745 | 2 924 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 9 044 | 665 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 52 432 | 3 857 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17 301 | 1 273 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 269 | 6,89 | 4 655 | 5,92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 68 215 | 5 004 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 3 350 | 0,84 | 246 | 0,00 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10 539 | 16,88 | 775 | 15,84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12 118 | 892 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 000 | 515 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 41 529 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11 019 | 1 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10 334 | 32,84 | 760 | 31,72 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 93 408 | 6 872 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22 545 | 1 659 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 31 281 | 2 301 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 4 715 | 347 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 746 | 2 924 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 304 | 96 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13 163 | 9,42 | 968 | 8,40 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 820 | 60 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4 873 | 359 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51 458 | 3 773 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 46 458 | 3 418 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 72 386 | 5 325 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14 667 | 1 079 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 135 873 | 551,95 | 9 996 | 546,15 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 287 889 | 17,89 | 21 180 | 16,82 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 3 587 | 264 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 57 951 | 3,41 | 4 263 | 2,48 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 110 311 | 39,55 | 8 116 | 38,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 149 512 | 2 135,19 | 11 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 32 379 | 2 382 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6 430 | 473 |
