Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Malvern Funds - Core Plus Bond Fund includono Thrivent Financial For Lutherans, Dynamic Advisor Solutions LLC, Flow Traders U.s. Llc, Triumph Capital Management, Vicus Capital, StoneX Group Inc., Ashton Thomas Private Wealth, LLC, Red Mountain Financial, LLC, XY Planning Network, Inc., Aurora Private Wealth, Inc., Atria Investments Llc, Yukon Wealth Management, Inc., Red Lighthouse Investment Management, Llc, Firestone Capital Management, Haverford Trust Co, Apollon Wealth Management, LLC, IFP Advisors, Inc, e First Pacific Financial .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 107 | 1,90 | 8 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 74.600 | 5.804 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26.450 | 10,99 | 2.058 | 11,31 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1.114 | 19,40 | 86 | 19,44 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 648 | 50 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 2.600 | 202 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 19.063 | 77,10 | 1.483 | 77,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 38.366 | 193,18 | 3 | 100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10.108 | 786 | ||||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 115.975 | 122,06 | 9.023 | 122,77 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 3.851 | 300 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 9.342 | 2.639,59 | 727 | 2.692,31 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 11.810 | 81,69 | 919 | 82,14 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 6.177 | 481 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5.467 | 9,76 | 425 | 11,84 | ||||
| 2025-08-14 | 13F | Comerica Bank | 177 | 88,30 | 14 | 85,71 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4.988 | 388 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 17.522 | 139,80 | 1.363 | 140,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 5.287 | 411 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 3.500 | 272 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 35.604 | 37,92 | 2.761 | 38,26 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 38.602 | 3 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 359 | 28 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 498.310 | 39,22 | 38.768 | 39,65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14.698 | 37,11 | 1.144 | 37,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4.895 | 52,02 | 379 | 52,21 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 23.770 | 36,11 | 1.849 | 36,56 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 3.225 | 120,29 | 251 | 121,24 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 9.661 | 20,36 | 1 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 5.447 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 115.995 | 154,91 | 9.024 | 155,71 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 53.102 | 5,33 | 4.131 | 5,90 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8.595 | 669 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 60.520 | 33,86 | 4.708 | 34,28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9.561 | 744 | ||||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 4.340 | 338 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 4.831 | 5,32 | 376 | 5,63 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10.323 | 32,53 | 803 | 32,95 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 76.202 | 6 | ||||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 27.054 | 11,93 | 2.105 | 12,27 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 2.634 | 1,54 | 205 | 1,49 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 344.677 | 33,51 | 26.816 | 33,92 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 124.611 | 46,61 | 9.595 | 47,28 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3.548 | 29,44 | 276 | 30,19 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 13.599 | 15,29 | 1.058 | 15,75 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 117.420 | 4,56 | 9.135 | 4,89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.292 | 228,64 | 334 | 229,70 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8.683 | 137,37 | 676 | 138,52 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 43.625 | 17,68 | 3.394 | 18,05 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 8.146 | 0,73 | 634 | 2,43 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 64.188 | 134,04 | 4.994 | 134,74 | ||||
| 2025-08-14 | 13F | UBS Group AG | 351 | 51,29 | 27 | 58,82 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 176.531 | 16,11 | 13.735 | 16,47 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 11.361 | 91,26 | 874 | 89,78 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 26.114 | 23,30 | 2.032 | 23,69 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4.033 | 0,12 | 314 | 0,32 | ||||
| 2025-07-18 | 13F | Vicus Capital | 16.146 | 1.256 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 159.866 | 19,15 | 12.438 | 19,53 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 29.213 | 2.273 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.140 | 89 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4.012 | 2,43 | 312 | 2,97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.885 | 215,41 | 1 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3.039 | 0,03 | 236 | 0,43 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 291 | 23 |
