Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Malvern Funds - Core Plus Bond Fund includono Insight Wealth Strategies, LLC, Betterment LLC, Pasadena Private Wealth, LLC, Evolve Private Wealth, Llc, Janney Montgomery Scott LLC, Beaird Harris Wealth Management, LLC, Buckingham Strategic Partners, Sage Rhino Capital Llc, U.S. Capital Wealth Advisors, LLC, Resources Investment Advisors, LLC., Advyzon Investment Management, LLC, Dahring | Cusmano Llc, Integrated Advisors Network LLC, Natixis Advisors, L.p., Wealthspire Advisors, LLC, Merit Financial Group, LLC, Yeomans Consulting Group, Inc., Barnes Pettey Financial Advisors, Llc, First American Bank, e Topsail 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.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 4.300 | 0,19 | 334 | -0,60 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 150.222 | 20,64 | 11.656 | 19,83 | ||||
| 2026-05-13 | 13F | Natixis Advisors, L.p. | 14.703 | 1 | ||||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 82.725 | 175,43 | 6.419 | 173,57 | ||||
| 2026-02-10 | 13F | Principia Wealth Advisory, LLC | 5.581 | 2,40 | 436 | 1,64 | ||||
| 2026-04-21 | 13F | Keystone Financial Group, Inc. | 272.896 | 50,36 | 21.174 | 49,35 | ||||
| 2026-04-24 | 13F | NavPoint Financial, Inc. | 132.233 | 51,74 | 10.260 | 50,71 | ||||
| 2026-05-04 | 13F | Integrity Wealth Solutions LLC | 81.722 | 10,71 | 6.341 | 9,95 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 31.301 | 12,69 | 2.429 | 11,94 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 65.808 | 5 | ||||||
| 2026-05-04 | 13F | LJI Wealth Management, LLC | 2.732 | 212 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 4.982 | 41,57 | 387 | 40,88 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 11.762 | 6,63 | 913 | 5,92 | ||||
| 2026-05-14 | 13F | Betterment LLC | 176.641 | 14 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 4.657 | 470,71 | 361 | 473,02 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 4.137 | 178,02 | 323 | 176,07 | ||||
| 2026-05-07 | 13F | Burk Holdings LLC | 989 | 77 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 9.898 | 768 | ||||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 220.342 | 21,81 | 17.096 | 21,00 | ||||
| 2026-05-15 | 13F | Brooks, Moore & Associates, Inc. | 15.146 | 41,02 | 1.175 | 40,21 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 74.735 | 5.799 | ||||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 193.358 | 4,97 | 15.002 | 4,27 | ||||
| 2026-04-15 | 13F | Iams Wealth Management, Llc | 33.953 | 11,45 | 2.634 | 10,72 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 57.034 | 490,72 | 4.408 | 484,62 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 432 | 953,66 | 34 | 1.000,00 | ||||
| 2026-04-20 | 13F | First American Bank | 6.761 | 525 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 168.900 | 400,19 | 13.105 | 396,93 | ||||
| 2026-01-29 | 13F | Comerica Bank | 179 | 1,13 | 14 | 0,00 | ||||
| 2026-05-12 | 13F | Creative Planning | 5.207 | 43,33 | 404 | 42,76 | ||||
| 2026-05-01 | 13F | Kaizen Financial Strategies | 35.667 | 170,45 | 2.778 | 169,61 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 128.153 | 66,26 | 10.011 | 166.733,33 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.890 | 147 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 37.850 | 33,91 | 2.937 | 32,31 | ||||
| 2026-05-11 | 13F | Eldridge Investment Advisors, Inc. | 5.545 | 9,07 | 429 | 7,81 | ||||
| 2026-04-23 | 13F | Lakewood Asset Management LLC | 88.090 | 24,70 | 6.835 | 23,85 | ||||
| 2026-04-28 | 13F | Sage Rhino Capital Llc | 35.053 | 2.720 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 167.350 | 885,57 | 12.985 | 879,19 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.624.763 | 36,85 | 126.063 | 35,93 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 33.613 | 874,29 | 2.608 | 869,14 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 5.236 | 406 | ||||||
| 2026-05-01 | 13F | R. W. Roge & Company, Inc. | 107.275 | 1.691,20 | 8 | |||||
| 2026-05-13 | 13F | Lantern Wealth Advisors, LLC | 2.625 | 204 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 49.185 | 30,46 | 3.816 | 29,58 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 54.092 | 4.197 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 25.331 | 16,09 | 1.965 | 15,32 | ||||
| 2026-05-02 | 13F | Burton Enright Welch | 18.349 | 93,13 | 1.424 | 91,78 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4.963 | 37,25 | 385 | 36,52 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 1.877 | 145 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 37.850 | 2.937 | ||||||
| 2026-05-12 | 13F | CBIZ Investment Advisory Services, LLC | 79 | 1,28 | 6 | 0,00 | ||||
| 2026-04-29 | 13F | Capital Planning LLC | 4.428 | 57,47 | 344 | 56,62 | ||||
| 2026-05-13 | 13F | GSG Advisors LLC | 9.541 | 27,30 | 740 | 26,50 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 16.902 | 4,48 | 1.306 | 3,40 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 76.918 | 31,66 | 5.956 | 30,31 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 82.363 | 32,72 | 6.390 | 31,83 | ||||
| 2026-04-24 | 13F | Barnes Pettey Financial Advisors, Llc | 7.849 | 609 | ||||||
| 2026-05-08 | 13F | Private Management Group Inc | 4.491 | 21,54 | 348 | 20,83 | ||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 9.955 | 6,19 | 772 | 5,46 | ||||
| 2026-05-07 | 13F | Cornerstone Advisors Asset Management, Inc | 51.600 | 10,80 | 4.004 | 10,06 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 249.107 | 4,69 | 19.328 | 3,98 | ||||
| 2026-01-07 | 13F | Yeomans Consulting Group, Inc. | 8.176 | 639 | ||||||
| 2026-05-05 | 13F | Dahring | Cusmano Llc | 23.765 | 1.844 | ||||||
| 2026-04-23 | 13F | Embree Financial Group | 6.318 | 490 | ||||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 18.921 | 1.468 | ||||||
| 2026-04-30 | 13F | Acorn Wealth Advisors, LLC | 4.784 | 0,72 | 371 | 0,00 | ||||
| 2026-04-21 | 13F | Topsail Wealth Management, LLC | 6.388 | 496 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 15.382 | 16,18 | 1.193 | 15,38 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 86.428 | 132,27 | 6.706 | 130,73 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 159.745 | 62,41 | 12.280 | 59,83 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 36.380 | 28,83 | 2.823 | 27,98 | ||||
| 2026-04-22 | 13F | Investment Advisory Group, LLC | 47.157 | 19,42 | 3.659 | 18,61 | ||||
| 2026-05-08 | 13F | Joseph Group Capital Management | 1.795 | 60,55 | 139 | 59,77 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 27.871 | 2.162 | ||||||
| 2026-05-12 | 13F/A | Panoramic Investment Advisors, Llc | 88.456 | 3,24 | 6.863 | 2,56 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 93.286 | 7.238 | ||||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 4.514 | 350 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 367.565 | 506,72 | 28.519 | 502,68 | ||||
| 2026-05-05 | 13F | UBS Group AG | 104 | 8 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 179 | 14 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 752 | 58 | ||||||
| 2026-05-19 | 13F | Financial Insights, Inc. | 6.352 | 21,59 | 493 | 20,59 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 86.136 | 5,14 | 6.683 | 4,44 | ||||
| 2026-05-11 | 13F | CFO4Life Group, LLC | 55.059 | 3,60 | 4.272 | 2,89 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.256 | 492,45 | 97 | 506,25 | ||||
| 2026-05-14 | 13F | Roehl & Yi Investment Advisors, LLC | 104.492 | 20,29 | 8.107 | 19,48 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 30.339 | 2.354 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 28.556 | 2.216 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 8.342 | 647 | ||||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 2.832 | 3,24 | 220 | 2,34 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.821 | 113,55 | 220 | 113,59 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 2.667 | 207 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 420 | 33 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4.056 | 27,79 | 315 | 27,13 | ||||
| 2026-04-28 | 13F | Red Mountain Financial, LLC | 46.483 | 117,38 | 3.607 | 115,93 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 2.970 | 15,56 | 230 | 15,00 | ||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 133.918 | 10.391 | ||||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 20.121 | 383,91 | 1.561 | 381,79 | ||||
| 2026-04-22 | 13F | Vicus Capital | 97.154 | 129,86 | 7.538 | 128,36 | ||||
| 2026-05-01 | 13F | Platt Wealth Management LLC | 5.205 | 53,45 | 0 | |||||
| 2026-04-20 | 13F | Balance Wealth, LLC | 189.573 | 0,32 | 14.709 | -0,36 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 3.879 | 301 | ||||||
| 2026-04-10 | 13F | Harbor Group, Inc. | 84.316 | 56,51 | 6.542 | 55,44 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 2.864 | 222 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 21.865 | 1,96 | 1.697 | 1,25 | ||||
| 2026-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 26.366 | 15,78 | 2.046 | 15,02 | ||||
| 2026-04-14 | 13F | Spence Asset Management | 11.316 | 6,09 | 1 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 38 | 3 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 18.718 | 0,02 | 1.452 | -0,62 | ||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 116.034 | 26,07 | 9.003 | 25,22 | ||||
| 2026-05-15 | 13F | United Capital Financial Advisers, Llc | 83.407 | 8,48 | 6.453 | 7,59 | ||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 343.106 | 26.621 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 2.843 | 221 | ||||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 62.606 | 13,65 | 4.858 | 12,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 350 | 27 |
