Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF inkluderar HighTower Advisors, LLC, Seed Wealth Management, Inc., Aqr Capital Management Llc, Flagship Harbor Advisors, Llc, Hartland & Co., LLC, Signal Tree Financial Partners Llc, Mill Creek Capital Advisors, LLC, Resources Investment Advisors, LLC., Seeds Investor Llc, Sheridan Capital Management, LLC, SCS Capital Management LLC, Retirement Planning Group, Hrt Financial Lp, Belvedere Trading LLC, Jones Financial Companies Lllp, Belvedere Trading LLC, och Northwestern Mutual Wealth Management Co .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 150 | 21,05 | 113 | 21,51 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 171 041 | 728,45 | 16 858 | 726,32 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 7 478 | 154,79 | 737 | 154,14 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15 678 | 69,95 | 1 545 | 69,59 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 926 | 288 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 4 350 | 17,89 | 429 | 17,58 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 38 914 | 492,21 | 4 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 171 083 | 11,96 | 17 | 6,67 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 200 | 44,83 | 414 | 44,41 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 3 740 | 369 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 4 910 | 484 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 803 | 0,73 | 473 | 0,42 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 19 767 | 1 948 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 695 | 93,46 | 364 | 93,62 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 600 | 946 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 12 | |||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 47 245 | 4 656 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 875 | 86 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 10 547 | 26,10 | 1 038 | 26,59 | ||||
| 2025-07-16 | 13F | American National Bank | 225 | 167,86 | 22 | 175,00 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 594 466 | 58 591 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 496 | 0,40 | 49 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 69 872 | 87,81 | 6 887 | 87,32 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 729 | 53,15 | 72 | 51,06 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 8 258 | 814 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 919 | 2,13 | 288 | 1,77 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 7 705 | 61,19 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 68 040 | 617,95 | 6 706 | 616,45 | ||||
| 2025-07-21 | 13F | 25 Llc | 6 212 | 0,19 | 612 | 0,00 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 23 374 | 108,40 | 2 304 | 107,85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4 390 | 433 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 2 617 | 0,65 | 258 | 0,39 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 549 | 152 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 89 476 | 1,44 | 8 819 | 1,17 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 206 396 | 639,66 | 20 342 | 637,83 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 14 259 | 0,71 | 1 405 | 0,43 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 48 483 | 10,39 | 4 779 | 10,09 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 210 771 | 20 774 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 28 824 | 5,62 | 2 841 | 5,34 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 3 200 | 315 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 3 260 | 0 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 1 000 | 99 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 14 489 | 180,79 | 1 428 | 180,55 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 4 500 | 444 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 22 697 | 63,77 | 2 237 | 63,40 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 7 879 | 142,36 | 774 | 141,88 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 8 308 | 1,06 | 819 | 0,74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12 138 | 35,68 | 1 196 | 35,29 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 5 734 | 565 | ||||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 15 680 | 145,00 | 1 545 | 144,46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19 344 | 188,72 | 1 907 | 187,92 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4 046 | 0,50 | 399 | 0,25 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 134 | 0,18 | 112 | 0,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 578 | 944 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 168 957 | 123,01 | 16 652 | 122,44 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 141 | 507 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 119 915 | 35,36 | 11 819 | 36,86 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 14 187 | 1 398 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2 187 | 0,78 | 216 | 0,47 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 6 861 | 12,07 | 676 | 13,42 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 291 122 | 12,72 | 28 693 | 12,42 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 10 677 | 255,90 | 1 052 | 255,41 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 72 672 | 88,88 | 7 163 | 88,37 |
