Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Wellington Fund - Vanguard U.S. Minimum Volatility ETF inkluderar Creative Financial Designs Inc /adv, Sculati Wealth Management, LLC, OneAscent Financial Services LLC, Mml Investors Services, Llc, Foresight Capital Management Advisors, Inc., Truist Financial Corp, BRYN MAWR TRUST Co, Retireful, LLC, Elm3 Financial Group, LLC, Ameritas Advisory Services, LLC, Maripau Wealth Management Llc, Signal Advisors Wealth, LLC, Armstrong Advisory Group, Inc, och Jones Financial Companies Lllp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Truist Financial Corp | 4 066 | 521 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 209 | 0,47 | 412 | 1,73 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 3 890 | 108,58 | 499 | 111,02 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 72 404 | 10,33 | 9 284 | 11,63 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 988 | 1,36 | 383 | 2,68 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 21 900 | 1,39 | 2 808 | 2,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 963 | 252 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 139 | 1,44 | 1 172 | 2,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 4 785 | 1 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 210 | 27 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9 734 | 10,48 | 1 248 | 11,73 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 232 | 307,02 | 30 | 314,29 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 773 | 0,52 | 99 | 2,06 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9 027 | 80,79 | 1 158 | 83,07 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3 051 | 17,35 | 391 | 18,84 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 8 102 | 1 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 459 | 10,60 | 59 | 11,54 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 1 616 | 207 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 990 | 2 948 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 1 986 | 255 | ||||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 2 179 | 279 | ||||||
| 2025-07-15 | 13F | Retireful, LLC | 3 514 | 451 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 958 | 251 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 20 915 | 0,48 | 2 682 | 1,63 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 33 875 | 9,84 | 4 344 | 11,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 526 | 4 283,33 | 67 | 6 600,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 177 | 23 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 659 | 97,19 | 2 111 | 107,37 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 20 293 | 41,29 | 2 602 | 42,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 28 695 | 0,69 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 362 | 40,01 | 303 | 41,78 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4 167 | 534 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 853 | 9,39 | 366 | 10,61 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 178 461 | 0,20 | 22 884 | 12,18 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 616 | 207 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 9 640 | 124,39 | 1 236 | 127,21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 150 | 19 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 21 363 | 2 739 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 573 | 16,57 | 1 997 | 17,90 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9 245 | 11,60 | 1 185 | 18,74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 139 685 | 4,53 | 17 912 | 5,75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 59 621 | 37,61 | 7 645 | 39,23 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 1 748 | 0,06 | 224 | 5,66 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 3 806 | 488 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 95 580 | 186,47 | 12 256 | 189,88 |
