VFVA / Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF - Institutionellt ägande - Säljare

Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF
US ˙ BATS ˙ US9219358051

Institutionellt ägande och fondägande - Säljare

Denna sida visar institutioner, fonder och större aktieägare som har minskat sina innehav eller stängt sina positioner under den senaste rapporteringsperioden. Röda rader indikerar stängda 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
(%)
2025-08-14 13F Mariner, LLC 7 285 −2,84 862 0,82
2025-07-22 13F Rockingstone Advisors LLC 6 067 −1,32 718 2,43
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 2 944 −20,28 362 −13,81
2025-07-23 13F Armbruster Capital Management, Inc. 423 491 −0,11 50 099 3,66
2025-07-28 13F Compass Advisory Group LLC 10 226 −2,88 1 210 0,75
2025-08-01 13F MorganRosel Wealth Management, LLC 1 093 −98,03 129 −97,96
2025-08-06 13F Adviser Investments LLC 120 395 −76,38 14 243 −75,49
2025-07-24 13F JNBA Financial Advisors 0 −100,00 0
2025-05-05 13F Partners in Financial Planning 0 −100,00 0 −100,00
2025-08-27 13F/A Brinker Capital Investments, LLC 3 561 −1,85 421 1,94
2025-08-12 13F Global Retirement Partners, LLC 65 −51,85 8 −53,33
2025-07-28 NP SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares 55 458 −12,88 6 301 −17,06
2025-08-06 13F True Wealth Design, LLC 404 −4,94 48 −2,08
2025-07-23 13F Fortis Advisors, LLC 14 496 −46,06 1 715 −44,04
2025-05-15 13F Glenmede Trust Co Na 1 160 −50,00 132 −51,82
2025-08-06 13F Smart Money Group LLC 2 484 −15,28 294 −12,28
2025-07-09 13F Sterling Manor Financial, LLC 70 711 −1,87 8 365 1,84
2025-08-14 13F EP Wealth Advisors, Inc. 35 649 −0,91 4 217 2,83
2025-04-28 13F Milestone Investment Advisors LLC 0 −100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 20 761 −5,99 2 456 −2,42
2025-08-14 13F McIlrath & Eck, LLC 19 891 −6,99 2 353 −3,49
2025-08-14 13F Raymond James Financial Inc 37 845 −40,72 4 477 −38,49
2025-08-14 13F Gotham Asset Management, LLC 18 636 −61,60 290 −41,88
2025-08-12 13F Long Island Wealth Management, Inc. 7 169 −19,37 848 −16,29
2025-07-25 13F Cwm, Llc 0 −100,00 0
2025-07-11 13F UMA Financial Services, Inc. 0 −100,00 0
2025-08-14 13F Quantinno Capital Management LP 0 −100,00 0
2025-07-14 13F Abound Wealth Management 0 −100,00 0
2025-08-01 13F Envestnet Asset Management Inc 5 379 −6,71 636 −3,20
2025-08-14 13F Financial Engines Advisors L.L.C. 6 539 −64,83 774 −63,47
2025-08-14 13F Two Sigma Investments, Lp 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 6 125 −1,38 725 2,26
2025-05-14 13F Northstar Financial Companies, Inc. 0 −100,00 0
2025-08-14 13F Susquehanna International Group, Llp 2 926 −76,84 346 −75,97
2025-08-14 13F Lebenthal Global Advisors, LLC 29 120 −0,20 3 445 3,55
2025-08-04 13F Pensionmark Financial Group, Llc 1 820 −0,11 215 3,86
2025-08-14 13F GWM Advisors LLC 0 −100,00 0
2025-08-14 13F CoreCap Advisors, LLC 0 −100,00 0
2025-07-31 13F Leavell Investment Management, Inc. 0 −100,00 0
2025-05-14 13F Comerica Bank 0 −100,00 0
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 9 320 −0,05 1 0,00
2025-08-13 13F Parkworth Wealth Management, Inc. 8 568 −0,05 1 014 3,68
2025-08-13 13F Cerity Partners LLC 11 561 −2,50 1 368 1,18
2025-07-28 13F Harbour Investments, Inc. 0 −100,00 0
2025-08-14 13F Mercer Global Advisors Inc /adv 4 848 −6,43 574 −2,88
2025-07-25 13F Sequoia Financial Advisors, LLC 31 798 −64,46 3 762 −63,13
2025-08-15 13F Kestra Advisory Services, LLC 0 −100,00 0
2025-05-14 13F Jane Street Group, Llc 0 −100,00 0
2025-08-06 13F Stokes Family Office, LLC 2 253 −2,13 267 1,53
2025-05-09 13F Strategic Investment Solutions, Inc. /IL 0 −100,00 0
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