Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF includono Vanguard Advisers Inc, North Berkeley Wealth Management, LLC, Klaas Financial Asset Advisors, LLC, Eaton-Cambridge Inc., Silver Oak Wealth Advisors Services, Llc, TD Waterhouse Canada Inc., Reflection Asset Management, Hollencrest Capital Management, Ashton Thomas Private Wealth, LLC, Gill Capital Partners, Llc, e Western Wealth Management, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
Esegui l'upgradeper sbloccare i dati premium.
| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Valley National Advisers Inc | 11.885 | 8,43 | 1 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 6.206 | 0,75 | 390 | -0,51 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 16.401 | 9,85 | 1.039 | 9,26 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 13.732 | 0,10 | 863 | -1,15 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.021 | 190 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 25.562 | 4,21 | 1.606 | 2,95 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 18.075 | 151,71 | 1.136 | 148,90 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 38.913 | 2.445 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1.530 | 11,84 | 96 | 10,34 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 149.730 | 0,76 | 9.408 | -0,51 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 6.718 | 2,13 | 422 | 0,96 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 12.007 | 0,04 | 754 | -1,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8.787 | 0,57 | 552 | -0,54 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 437 | 27 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 533 | 0,76 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 177.260 | 9,30 | 11.137 | 7,93 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 11.133 | 699 | ||||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 519.584 | 16,00 | 32.489 | 13,77 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.005.896 | 126.030 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6.018 | 2,29 | 378 | 1,07 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3.843 | 0,73 | 241 | -0,41 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 64.640 | 35,89 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.185 | 1.645 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 7.391 | 0,28 | 464 | -0,85 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 6.288 | 10,82 | 395 | 9,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 93.656 | 16,11 | 5.884 | 14,65 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 4.958 | 12,55 | 312 | 11,07 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11.380 | 109,81 | 715 | 107,25 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.182 | 0,68 | 74 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 22.641 | 27,29 | 1.423 | 25,71 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 8.578 | 1,02 | 539 | -0,37 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 211.926 | 11,63 | 13 | 8,33 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 206.536 | 135,68 | 12.977 | 132,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 24.645 | 10,63 | 1.548 | 9,24 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 13.754 | 3,13 | 864 | 1,89 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7.663 | 0,67 | 482 | -0,62 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 14.739 | 3,18 | 926 | 1,98 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.550 | 0,75 | 663 | -0,60 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 41.504 | 14,66 | 2.608 | 13,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 40.782 | 3,41 | 2.562 | 2,11 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 944 | 0,64 | 59 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 266.454 | 2,64 | 16.741 | 1,35 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 18.958 | 183,67 | 1.188 | 179,53 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 5.343 | 1,52 | 336 | 0,30 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.848.378 | 11,51 | 117.612 | 10,52 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 151.235 | 10,56 | 9.502 | 9,18 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 167 | 17,61 | 10 | 11,11 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 25.375 | 1,39 | 1.594 | 0,13 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 1.204 | 77 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 96.634 | 19,82 | 6.071 | 18,32 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 95 | 6 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 290.167 | 3,04 | 18.231 | 1,75 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.754 | 1,46 | 860 | -0,35 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 10.523 | 3,30 | 661 | 2,01 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 79.748 | 5.011 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 14.981 | 9,22 | 935 | 7,22 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 68.913 | 7,52 | 4.330 | 6,15 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 37.176 | 0,39 | 2.336 | -0,89 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.500 | 156 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 11.473 | 5,63 | 721 | 4,20 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 29.541 | 15,16 | 1.856 | 13,73 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 154.784 | 6,44 | 9.725 | 5,10 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 547 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.690 | 303,27 | 295 | 297,30 | ||||
| 2026-05-05 | 13F | UBS Group AG | 71.239 | 51,65 | 4.476 | 49,72 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 18.243 | 0,15 | 1.146 | -1,12 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 9.370 | 69,07 | 589 | 67,05 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 280 | 18 | ||||||
| 2026-05-12 | 13F | Creative Planning | 177.265 | 11.138 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6.037 | 1,72 | 379 | 0,53 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 4.525 | 284 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 811 | 0,75 | 51 | -1,96 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 3.425 | 215 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13.604 | 27,59 | 855 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.852.641 | 7.104,51 | 116.401 | 7.014,98 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 18.370 | 8,93 | 1.156 | 7,64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31.213 | 1.961 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 174.160 | 1,49 | 11.082 | 0,59 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8.991 | 24,49 | 565 | 22,88 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 70.682 | 47,75 | 4.441 | 45,86 |
