Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Municipal Bond Funds - Vanguard Short Duration Tax-Exempt Bond ETF inkluderar Verum Partners LLC, Elequin Capital Lp, Greenwich Wealth Management LLC, Keystone Financial Group, Inc., Harbor Group, Inc., Prospera Capital Management, LLC, Garrett Investment Advisors LLC, Lindenwold Advisors, N.E.W. Advisory Services LLC, Financial Engines Advisors L.L.C., Gutierrez Wealth Advisory, LLC, Advyzon Investment Management, LLC, Citadel Advisors Llc, J.w. Cole Advisors, Inc., och Farther Finance 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 400 | 409 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 573 | 43 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 222 336 | 16 833 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 893 | 370 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 080 | 55,26 | 0 | |||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 3 860 | 292 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 5 681 | 47,94 | 430 | 48,79 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 860 | 292 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 11 890 | 900 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 7 373 | 33,40 | 558 | 34,13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 865 | 67,96 | 65 | 66,67 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 9 452 | 716 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 8 996 | 681 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 39 920 | 3 022 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 94 690 | 101,68 | 7 169 | 102,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 3 148 | 238 | ||||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 9 342 | 707 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 25 894 | 2 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 180 | 0,72 | 316 | 1,28 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 7 625 | 577 | ||||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 59 474 | 5,33 | 4 503 | 5,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 680 | 203 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 74 427 | 1 578,17 | 6 | |||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12 055 | 69,67 | 913 | 70,47 |
