Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF inkluderar Valpey Financial Services, LLC, Warwick Investment Management, Inc., Towerpoint Wealth, LLC, Flow Traders U.s. Llc, Christopher J. Hasenberg, Inc, First Command Advisory Services, Inc., och Phillips Financial Management, 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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 3 839 | 0 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 20 791 | 2,09 | 1 608 | 2,75 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 4 480 | 1,40 | 345 | 2,08 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 31 297 | 1,21 | 2 420 | 1,94 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 796 | 62 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 4 679 | 12,39 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 002 796 | 0,33 | 76 965 | 3,07 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 4 171 | 323 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 712 370 | 0,83 | 54 902 | 1,07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 27 546 | 37,91 | 2 131 | 38,92 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 44 937 | 3,44 | 3 475 | 4,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 499 380 | 4,73 | 38 617 | 5,46 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 745 | 57 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 4 849 | 375 | ||||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 85 399 | 20,17 | 6 604 | 20,98 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 812 | −6,45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 16 | 1 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 200 | 100,00 | 15 | 114,29 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 6 745 | 520 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 634 | 49 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 457 852 | 576,81 | 35 406 | 581,52 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 16 893 | 3,54 | 1 306 | 4,23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 118 | 2,61 | 9 | 12,50 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 35 415 | 0,65 | 2 739 | 1,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 129 | 125,80 | 1 943 | 127,52 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 19 496 | 0,84 | 1 498 | 2,11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 140 097 | 35,12 | 10 834 | 36,06 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 98 452 | 8,18 | 7 613 | 8,93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 027 | 1,18 | 79 | 2,60 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 4 770 | 369 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 4 798 | 9,74 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 31 575 | 0,03 | 2 433 | 0,33 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 013 | 1,21 | 388 | 1,84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 75 606 | 5 847 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 34 580 | 2 674 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 5 868 | 0,65 | 454 | 1,34 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 456 255 | 589,26 | 35 282 | 594,12 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 4 654 | 2,40 | 360 | 2,87 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 175 | 29,63 | 14 | 30,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 546 | 16,72 | 1 048 | 17,51 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 5 415 | 419 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 430 | 3,17 | 111 | 3,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 40 242 | 0,64 | 3 112 | 1,34 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 766 | 20,55 | 446 | 21,25 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 33 829 | 41,28 | 2 616 | 42,27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 601 | 13,01 | 588 | 13,76 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 22 893 | 7,78 | 1 770 | 8,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12 358 | 3,73 | 956 | 4,49 | ||||
| 2025-08-14 | 13F | UBS Group AG | 148 163 | 6,02 | 11 457 | 6,76 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 779 | 138 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 18 202 | 347,33 | 1 408 | 350,96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 269 456 | 63,61 | 21 | 66,67 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 55 | 4 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 104 504 | 5,59 | 8 082 | 6,34 |
