Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Core Bond Fund includono Orion Portfolio Solutions, LLC, Smith & Howard Wealth Management, LLC, Meeder Advisory Services, Inc., Morningstar Investment Services LLC, NewEdge Wealth, LLC, Ami Investment Management Inc, Invenio Wealth Partners Llc, Hofer & Associates. Inc, Penney Financial, LLC, Financial Network Wealth Management LLC, Goldman Sachs Group Inc, Cetera Investment Advisers, Old Mission Capital Llc, D'Orazio & Associates, Inc., Savvy Advisors, Inc., Conservest Capital Advisors, Inc., Oak Hill Wealth Advisors, Llc, Trellis Wealth Advisors LLC, Brown Advisory Inc, e Keystone Financial Group .
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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 394 | 31 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 16.869 | 1.309 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10.550 | 29,45 | 818 | 29,64 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 122.783 | 2,79 | 9.525 | 3,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 31.155 | 10,96 | 2.417 | 11,13 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 12.203 | 13,12 | 947 | 13,29 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 29.450 | 2.285 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 328 | 25 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 5.093 | 43,42 | 395 | 44,16 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 235 | 18 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 331.656 | 25.730 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 704.242 | 237,91 | 54.635 | 238,57 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 459.913 | 118,09 | 35.680 | 118,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 8.213.718 | 3,21 | 637.220 | 3,41 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 46.105 | 3.577 | ||||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 1.384.604 | 2,36 | 107.418 | 2,56 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3.973 | 20,39 | 308 | 20,78 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 872.703 | 67.704 | ||||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 15.803 | 48,40 | 1.226 | 48,67 | ||||
| 2025-08-13 | 13F | Daner Wealth Management, LLC | 11.866 | 161,31 | 919 | 165,61 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 55.546 | 84,27 | 4 | 100,00 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2.611 | 1,08 | 203 | 1,00 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 254.508 | 64,42 | 20 | 72,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 30.300 | 7,82 | 2.351 | 8,05 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 33.148 | 7,09 | 2.572 | 7,30 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 10.236 | 794 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 112.717 | 0,23 | 8.745 | 0,42 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2.725 | 1.283,25 | 211 | 1.306,67 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 31.938 | 50,35 | 2.478 | 50,67 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 387.849 | 22,58 | 30.089 | 22,82 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 297.313 | 23 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 54.315 | 0,57 | 4.214 | 0,77 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 825.903 | 3,61 | 64.074 | 3,81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 2.718 | 211 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 5.766 | 3,71 | 447 | 5,18 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 73.231 | 37,77 | 5.681 | 38,06 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 63.121 | 9,84 | 4.897 | 10,05 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 19.557 | 7,47 | 1.517 | 7,74 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 250.309 | 52,05 | 19.419 | 52,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 41.227 | 322,11 | 3.198 | 323,02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 189 | 15 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 342.796 | 363,98 | 26.594 | 364,93 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 34.936 | 1.031,35 | 2.656 | 1.025,42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5.299 | 411 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 90.738 | 10,29 | 7.039 | 10,50 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 6.809 | 528 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 51.801 | 3,96 | 4.019 | 4,15 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.272 | 64,06 | 1.651 | 64,44 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 45.173 | 1,22 | 3.505 | 1,42 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 781 | 61 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 82.930 | 475,42 | 6.434 | 476,95 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 73.828 | 5.728 | ||||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 126.686 | 8,05 | 9.828 | 8,26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5.827 | 452 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 891.655 | 15,29 | 69.175 | 15,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56.679 | 4.397 | ||||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 156.621 | 3,56 | 12.151 | 3,77 | ||||
| 2025-07-16 | 13F | Novem Group | 4.333 | 336 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 84.165 | 40,63 | 6.530 | 40,89 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 39.800 | 6,81 | 3.088 | 7,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3.318 | 257 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 2.861 | 222 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 352.465 | 284,19 | 27.344 | 284,96 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 24.061 | 31,12 | 1.861 | 30,80 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4.555.932 | 29,24 | 353.449 | 29,49 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 2.911 | 226 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 720 | 56 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 960.085 | 7,38 | 74.483 | 7,59 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 278.667 | 0,50 | 21.619 | 0,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79.862 | 8,71 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 327.879 | 8,62 | 25.437 | 8,83 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 187.202 | 7,12 | 14.523 | 7,33 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 11.598 | 900 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 894.071 | 69.228 | ||||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 117.512 | 26,19 | 9.117 | 26,44 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 70.424 | 5 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 288.067 | 22.340 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 157.305 | 9,55 | 12.204 | 9,76 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 145.775 | 11.309 | ||||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 85.133 | 6.605 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 121.433 | 53,51 | 9.421 | 54,30 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 2.005 | 18,36 | 156 | 18,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 120.292 | 676,68 | 9.332 | 694,89 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 3.223 | 250 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 63 | 5 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 35.707 | 3,27 | 2.770 | 3,47 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 99.301 | 31,33 | 7.704 | 31,59 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 219 | 17 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 317.475 | 24.630 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 3.536 | 274 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 17.534 | 1.478,22 | 1.360 | 1.481,40 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 890 | 69 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 5.316 | 0,53 | 412 | 0,73 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 390.657 | 7,99 | 30.307 | 8,20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5.700 | 442 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1.305 | 194,58 | 101 | 197,06 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 177.211 | 4,38 | 13.748 | 4,58 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 657 | 22,12 | 51 | 21,95 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 77.289 | 6,81 | 5.996 | 7,01 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7.438 | 1 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 828.445 | 70,87 | 64.271 | 71,20 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 107.504 | 970,33 | 8.276 | 974,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 125 | 10 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7.595 | 36,40 | 589 | 36,66 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 7.629 | 198,82 | 592 | 200,00 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 173.405 | 13.453 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 482.581 | 58,32 | 37.439 | 58,63 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2.523 | 196 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 6.257 | 485 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6.685 | 519 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 67.682 | 10,15 | 5.251 | 10,36 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 83.641 | 8,26 | 6.489 | 10,21 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 337 | 0 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 48.054 | 165,20 | 3.728 | 165,72 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 48.882 | 19,08 | 3.792 | 19,32 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 58.120 | 4.509 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3.778 | 36,34 | 293 | 36,92 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 16.328 | 1.252 | ||||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 6.333 | 491 | ||||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 80.885 | 7,45 | 6.275 | 7,67 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.115.767 | 743,37 | 86.561 | 745,07 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1.044 | 81 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 59.200 | 116,18 | 4.593 | 116,60 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 49.838 | 23,37 | 3.866 | 23,63 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 70.215 | 10,38 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.124 | 165 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 14.964 | 405,71 | 1.161 | 406,55 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 118.839 | 7,18 | 9.219 | 7,40 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6.125 | 1,74 | 475 | 1,93 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 3.282 | 255 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 23.265 | 1.805 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 36.814 | 281,49 | 3 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 493.456 | 5,47 | 38.282 | 5,68 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 75.820 | 26,93 | 6 | 25,00 |
