Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF inkluderar Stonehearth Capital Management, LLC, Two Sigma Securities, Llc, StoneX 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Financial Partners Group, Inc | 5 224 | 0,19 | 618 | 3,87 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 2 079 | 0,82 | 246 | 4,26 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 353 | 42 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 51 930 | 628,13 | 6 143 | 655,60 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 13 547 | 4,30 | 1 603 | 8,24 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 11 141 | 18,66 | 1 318 | 23,08 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 6 526 | 1 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 8 953 | 0,48 | 1 059 | 4,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 12 299 | 0,51 | 1 455 | 4,38 | ||||
| 2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 93 013 | 56,74 | 11 003 | 62,67 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 995 | 0,55 | 236 | 4,42 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 918 | 5,78 | 1 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 107 | 27,38 | 13 | 33,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 7 | 1 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 6 510 | 770 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 54 295 | 0,67 | 6 423 | 4,47 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 7 854 | 0,64 | 929 | 4,50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11 104 | 1,80 | 1 314 | 5,63 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 047 | 0,43 | 2 490 | 4,23 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 1 034 | 7,26 | 122 | 11,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 561 | 223,70 | 540 | 236,88 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 4 037 | 18,81 | 478 | 23,26 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 127 910 | 14,91 | 15 132 | 19,24 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 306 | 36 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8 136 | 7,69 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 3 628 | 0,61 | 414 | −3,05 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 91 457 | 18,07 | 10 390 | 12,41 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 7 333 | 185,44 | 867 | 196,92 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 6 077 | 16,53 | 719 | 20,88 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 70 | 268,42 | 8 | 300,00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 2 263 | 207 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 168 | 5,66 | 20 | 5,56 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2 308 | 273 | ||||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 263 508 | 1,25 | 31 173 | 22,84 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 2 738 | 1,11 | 324 | 5,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 53 993 | 16,83 | 6 387 | 21,24 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 548 | 0,37 | 65 | 3,23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 035 | 86,87 | 241 | 93,55 |
