Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Institutional Index Funds - Vanguard Ultra-Short Treasury ETF inkluderar Boston Family Office Llc, Bank Of Montreal /can/, Sierra Capital LLC, D.B. Root & Company, LLC, Keystone Wealth Services, LLC, Commonwealth Equity Services, Llc, Old Mission Capital Llc, Farther Finance Advisors, LLC, Capital Investment Services of America, Inc., United Capital Financial Advisers, Llc, StoneX Group Inc., Manuka Financial, LLC, Orser Capital Management, Llc, NewEdge Wealth, LLC, Burling Wealth Partners, Llc, Buckingham Strategic Partners, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, och North Star Investment Management Corp. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 15 685 | 1 185 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10 400 | 786 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 060 | 80 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 7 996 | 22,54 | 604 | 22,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13 181 | 1 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 294 387 | 58,94 | 22 234 | 59,06 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9 000 | 680 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 6 077 | 90,20 | 459 | 90,04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 379 | 104 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15 079 | 1 139 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 6 156 | 116,08 | 465 | 115,81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 717 | 54 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31 871 | 73,40 | 2 407 | 73,54 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 6 530 | 493 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 983 | 225 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 301 | 98 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2 415 | 182 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 317 | 24 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12 395 | 936 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 300 | 23 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 21 770 | 340,78 | 1 644 | 341,94 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5 100 | 385 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 669 | 51 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 348 | 933 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 000 | 377 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 12 916 | 1 599,47 | 1 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 19 569 | 1 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 3 462 | 261 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 11 195 | 846 | ||||||
| 2025-08-11 | 13F | Sierra Capital LLC | 16 202 | 1 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16 900 | 1 276 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 26 216 | 97,74 | 1 980 | 97,90 |
