Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF inkluderar Apollon Wealth Management, LLC, BridgePort Financial Solutions, LLC, Foundations Investment Advisors, LLC, Cowa, Llc, First Citizens Financial Corp, RHS Financial, LLC, Harbor Asset Planning, Inc., Savvy Advisors, Inc., Ameritas Advisory Services, LLC, Strategic Wealth Partners, Ltd., Bank Of Montreal /can/, Frazier Financial Advisors, LLC, och Ritter Daniher Financial Advisory LLC / DE .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 533 | 206 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6 603 | 888 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 442 | 59 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 31 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12 608 | 2,42 | 1 696 | 9,07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 413 | 8,46 | 728 | 15,40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 334 | 28,96 | 986 | 37,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60 | 3,45 | 8 | 14,29 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 105 315 | 0,15 | 14 | 7,69 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 15 969 | 133,16 | 2 148 | 148,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 837 | 107,96 | 5 493 | 121,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 945 | 396,25 | 1 069 | 428,71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 234 | 0,49 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 45 | 6 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 2 373 | 319 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 203 | 1,00 | 27 | 3,85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 489 | 200 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6 222 | 0,10 | 837 | 6,50 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 11 890 | 14,58 | 1 599 | 22,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 593 | 37,87 | 2 098 | 46,85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 61 873 | 10,05 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 842 | 920 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37 102 | 68,21 | 4 990 | 79,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15 249 | 3,67 | 2 051 | 10,39 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 147 | 19,76 | 1 365 | 27,48 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4 163 | 560 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 861 | 788 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1 602 | 215 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 067 | 0,85 | 144 | 7,52 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 2 248 | 302 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 21 400,00 | 29 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 210 | 0,96 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 143 379 | 378,25 | 19 284 | 409,19 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 229 | 47,74 | 31 | 57,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 303 | 444 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 500 | 100,00 | 67 | 116,13 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12 959 | 12,01 | 1 743 | 19,30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 339 | 46 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 1 |
