Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF includono CI Private Wealth, LLC, Buckingham Strategic Partners, Ndwm Llc, Guggenheim Capital Llc, Sand Hill Global Advisors, LLC, Cerity Partners LLC, Oppenheimer & Co Inc, United Capital Financial Advisers, Llc, Elser Financial Planning, Inc, Wealthspire Advisors, LLC, NavPoint Financial, Inc., Hurlow Wealth Management Group, Inc., Martin Worley Group, Catalyst Private Wealth, Llc, Northwestern Mutual Wealth Management Co, Twin Peaks Wealth Advisors, LLC, Weaver Consulting Group, First Pacific Financial, WFA of San Diego, LLC, e Wells Fargo & Company/mn .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 68.306 | 6.667 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5.624 | 549 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3.879.597 | 71,50 | 378.687 | 70,12 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 8.825 | 1 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5.375 | 9,58 | 525 | 8,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 218.786 | 185,63 | 21.356 | 183,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2.399 | 234 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 2.543 | 248 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 225.420 | 10.448,43 | 22.003 | 10.377,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 79.392 | 7.749 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1.547 | 151 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2.530 | 1,20 | 247 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29.905 | 68,00 | 3 | 100,00 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 11.904 | 1.162 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 53.092 | 55,97 | 5.182 | 54,73 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 59.384 | 12,20 | 5.796 | 11,29 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 590 | 58 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 39.000 | 3.807 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18.188 | 78,70 | 1.771 | 76,92 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 24.955 | 2.436 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7.027 | 225,17 | 686 | 223,11 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3.448 | 337 | ||||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 2.064 | 201 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14.898 | 5,31 | 1.454 | 4,45 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2.389 | 233 | ||||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2.248 | 219 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 253 | 0,80 | 25 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 17.154 | 1.674 | ||||||
| 2025-08-08 | 13F | Creative Planning | 52.635 | 230,79 | 5.138 | 228,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7.195 | 702 | ||||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 625 | 47,06 | 61 | 48,78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 26.042 | 24,04 | 2.542 | 23,05 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 5.444 | 0,42 | 531 | -0,38 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 5.176 | 57,61 | 502 | 59,55 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8.451 | 825 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.675 | 261 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 37.108 | 2.783,29 | 3.622 | 2.774,60 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 2.465 | 241 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 13.796 | 2,10 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 12.418 | 46,40 | 1.212 | 45,32 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.942 | 190 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 19.091 | 8,07 | 1.863 | 7,19 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6.792 | 663 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 3.903 | 390.200,00 | 381 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 19.031 | 8,10 | 1.858 | 7,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21.369 | 13,88 | 2.086 | 12,95 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 18.478 | 5,90 | 1.804 | 5,07 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 2.935 | 286 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 64.633 | 627,93 | 6.309 | 622,57 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 3.207 | 313 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 154.216 | 33,46 | 15.053 | 32,40 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 4.341 | 2,38 | 424 | 1,44 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 9.281 | 119,10 | 906 | 117,55 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19.805 | 1.930 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 70.763 | 5,38 | 6.889 | 6,96 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 3.890 | 377 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 3.011 | 294 |
