Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF includono San Luis Wealth Advisors LLC, Garrett Investment Advisors LLC, Physician Wealth Solutions Inc., Verus Financial Partners, Inc., Gutierrez Wealth Advisory, LLC, TAGStone Capital, Inc., Advyzon Investment Management, LLC, Greenwich Wealth Management LLC, Envestnet Asset Management Inc, Rehmann Capital Advisory Group, Balanced Rock Investment Advisor, Brio Consultants, LLC, Elequin Capital Lp, Kelman-Lazarov, Inc., Sunpointe, LLC, L.K. Benson & Company, P.C., Flow Traders U.s. Llc, ABLE Financial Group, LLC, LPL Financial LLC, e Essex Financial Services, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Verum Partners LLC | 166.687 | 3.177,37 | 12.263 | 3.152,79 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 204.407 | 15 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 22.915 | 18,52 | 1.686 | 17,42 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4.421 | 325 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5.095 | 375 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39.745 | 2.924 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 9.044 | 665 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 52.432 | 3.857 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17.301 | 1.273 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63.269 | 6,89 | 4.655 | 5,92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 68.215 | 5.004 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 3.350 | 0,84 | 246 | 0,00 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10.539 | 16,88 | 775 | 15,84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12.118 | 892 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7.000 | 515 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 41.529 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11.019 | 1 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10.334 | 32,84 | 760 | 31,72 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 93.408 | 6.872 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22.545 | 1.659 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 31.281 | 2.301 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 4.715 | 347 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39.746 | 2.924 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.304 | 96 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13.163 | 9,42 | 968 | 8,40 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 820 | 60 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4.873 | 359 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51.458 | 3.773 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 46.458 | 3.418 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 72.386 | 5.325 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14.667 | 1.079 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 135.873 | 551,95 | 9.996 | 546,15 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 287.889 | 17,89 | 21.180 | 16,82 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 3.587 | 264 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 57.951 | 3,41 | 4.263 | 2,48 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 110.311 | 39,55 | 8.116 | 38,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 149.512 | 2.135,19 | 11 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 32.379 | 2.382 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6.430 | 473 |
