Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF inkluderar Total Clarity Wealth Management, Inc., Cannon Wealth Management Services, LLC, WealthCare Investment Partners, LLC, och Glass Jacobson Investment Advisors 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 119 | 0,32 | 1 742 | 7,87 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9 035 | 3,87 | 1 299 | 11,70 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 1 544 | 1,05 | 222 | 8,33 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 55 | 8 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 22 224 | 9,26 | 3 | 50,00 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4 258 | 0,33 | 612 | 11,70 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 984 | 0,54 | 733 | 10,73 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 14 673 | 0,51 | 2 109 | 8,05 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 3 618 | 0,08 | 520 | 7,45 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 1 433 | 206 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 26 999 | 3,67 | 3 880 | 11,49 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1 456 | 214 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 750 | 0,29 | 252 | 7,73 | ||||
| 2025-08-07 | 13F | Nwam Llc | 10 064 | 74,75 | 1 470 | 91,03 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 12 989 | 3,13 | 1 873 | 10,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 148 | 279,49 | 21 | 320,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 69 944 | 2,13 | 10 052 | 9,82 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 9 831 | 1 413 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 10 994 | 1,47 | 1 580 | 9,12 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 901 | 0,36 | 561 | 2,38 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 1 952 | 281 | ||||||
| 2025-08-08 | 13F | Creative Planning | 3 669 | 109,78 | 527 | 126,18 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4 729 | 2,54 | 680 | 10,23 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 11 852 | 31,54 | 1 703 | 41,45 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37 270 | 105,70 | 5 361 | 121,40 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2 275 | 23,78 | 327 | 33,06 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 112 699 | 118,19 | 16 197 | 134,64 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 55 131 | 5,88 | 7 923 | 13,85 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 609 | 217,44 | 1 237 | 241,71 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 46 908 | 34,08 | 6 508 | 30,42 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 8 221 | 1,18 | 1 182 | 8,85 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 442 | 64 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 4 060 | 584 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3 491 | 13,12 | 502 | 21,60 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 214 | 47,59 | 31 | 57,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 122 887 | 5,79 | 17 661 | 13,76 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 56 | 1,82 | 10 | 0,00 |
