VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF - Institutionellt ägande - Säljare

Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
US ˙ ARCA ˙ US9219358705

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
(%)
2025-05-15 13F Lido Advisors, LLC 0 −100,00 0
2025-07-31 13F Silver Oak Advisory Group, Inc. 19 920 −2,58 2 0,00
2025-07-21 13F Trellis Wealth Advisors LLC 3 496 −4,82 353 −4,61
2025-08-14 13F Mml Investors Services, Llc 6 602 −5,85 1
2025-08-08 13F Firestone Capital Management 42 860 −5,81 4 326 −5,42
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 100 144 −3,32 10 095 −3,04
2025-08-12 13F Coldstream Capital Management Inc 0 −100,00 0
2025-07-30 13F Capital Investment Services of America, Inc. 76 470 −5,32 7 718 −4,93
2025-08-08 13F Family Firm, Inc. 0 −100,00 0
2025-07-23 13F Pillar Financial Advisors, LLC 7 506 −6,33 758 −5,96
2025-08-13 13F Flow Traders U.s. Llc 3 680 −52,41 0
2025-07-23 13F Eagle Rock Investment Company, Llc 3 400 −2,86 343 −2,28
2025-07-28 13F Deroy & Devereaux Private Investment Counsel Inc 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 2 892 −53,88 292 −53,81
2025-07-17 13F San Luis Wealth Advisors LLC 15 548 −83,57 2 −88,89
2025-05-13 13F Watchman Group, Inc. 0 −100,00 0
2025-08-07 13F Hughes Financial Services, LLC 68 439 −0,53 6 944 0,49
2025-08-15 13F Morgan Stanley 77 −90,68 8 −91,57
2025-08-14 13F McIlrath & Eck, LLC 2 922 −19,95 295 −19,67
2025-08-12 13F Accredited Wealth Management, LLC 1 335 −1,84 135 −1,47
2025-08-12 13F Eldridge Investment Advisors, Inc. 4 499 −3,89 453 −3,62
2025-05-08 13F Us Bancorp \de\ 0 −100,00 0
2025-08-08 13F Taylor, Cottrill, Erickson & Associates, Inc. 17 380 −17,75 1 754 −17,38
2025-08-11 13F HighTower Advisors, LLC 0 −100,00 0
2025-07-31 13F Planning Center, Inc. 10 664 −1,43 1 076 −1,01
2025-08-12 13F Jpmorgan Chase & Co 670 −5,90 68 −5,63
2025-08-13 13F Haverford Trust Co 16 576 −8,50 1 673 −8,08
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-31 13F GenTrust, LLC 23 587 −30,97 2 381 −30,69
2025-08-13 13F Brown Advisory Inc 33 726 −15,06 3 404 −14,73
2025-07-28 13F RCS Financial Planning, LLC 6 990 −7,78 705 −7,36
2025-08-01 13F SwitchPoint Financial Planning, LLC 11 897 −9,79 1 201 −9,43
2025-08-07 13F Kestra Private Wealth Services, Llc 10 757 −1,70 1 086 −1,27
2025-08-01 13F Ashton Thomas Private Wealth, LLC 35 593 −1,36 3 592 −0,94
2025-08-11 13F Wescott Financial Advisory Group, LLC 637 076 −1,58 64 300 −1,17
2025-07-25 13F Concurrent Investment Advisors, LLC 2 726 −3,54 275 −3,17
2025-08-08 13F Creative Planning 0 −100,00 0
2025-08-11 13F TAGStone Capital, Inc. 14 264 −44,23 1 448 72 250,00
2025-08-13 13F SCS Capital Management LLC 2 080 −24,96 210 −24,82
2025-08-14 13F Financial Engines Advisors L.L.C. 26 763 −5,79 2 701 −5,39
2025-07-31 13F Buckingham Strategic Partners 0 −100,00 0
2025-08-11 13F Private Advisor Group, LLC 14 520 −20,35 1 465 −20,03
2025-05-12 13F Fmr Llc 0 −100,00 0
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0 −100,00 0
2025-07-24 13F Stonebridge Financial Group, LLC 0 −100,00 0
2025-08-14 13F Core Wealth Advisors, Inc. 0 −100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 34 968 −1,37 4 0,00
2025-07-16 13F Essex Financial Services, Inc. 3 920 −52,02 396 −51,89
2025-05-15 13F Hrt Financial Lp 0 −100,00 0
2025-08-14 13F Hilltop Holdings Inc. 2 735 −10,12 276 −9,84
2025-08-13 13F EverSource Wealth Advisors, LLC 8 957 −38,75 904 −38,46
2025-08-13 13F Cerity Partners LLC 0 −100,00 0
2025-07-25 13F PrairieView Partners, LLC 29 572 −27,64 3 −50,00
2025-08-07 13F Mayport, Llc 20 649 −28,72 2 084 −28,41
2025-08-13 13F Integrity Investment Advisors, LLC 13 422 −1,12 1 355 −0,73
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-14 13F Beaird Harris Wealth Management, LLC 105 511 −8,64 10 649 −8,25
2025-07-30 13F EnRich Financial Partners LLC 6 958 −0,47 702 0,00
2025-08-08 13F Altiora Financial Group, LLC 38 831 −7,80 3 919 −7,42
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0
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