Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF comprennent Mather Group, Llc., Crux Wealth Advisors, 25 Llc, Savant Capital, LLC, Drucker Wealth 3.0, LLC, First Trust Advisors Lp, Atria Wealth Solutions, Inc., et Sound Income Strategies, LLC .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3 399 | 215 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 76 029 | 4 820 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 165 058 | 4,60 | 10 | 11,11 | ||||
| 2025-07-21 | 13F | 25 Llc | 5 208 | 330 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 1 526 475 | 7,39 | 96 778 | 8,21 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 22 990 | 0,98 | 1 458 | 1,75 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 7 396 | 2,01 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 27 098 | 24,23 | 1 718 | 25,22 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 3 010 | 27,00 | 191 | 27,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57 902 | 287,54 | 3 671 | 290,43 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 5 660 | 359 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10 685 | 6,40 | 677 | 7,29 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 120 960 | 8,27 | 7 669 | 9,09 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4 825 | 304 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33 191 | 3,15 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 13 593 | 8,45 | 862 | 9,68 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10 061 | 6,86 | 638 | 7,60 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 51 131 | 8,84 | 3 242 | 9,68 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 36 150 | 2 292 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 504 | 3,65 | 95 | 6,74 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 132 | 23,36 | 8 | 33,33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 3 715 | 236 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 57 962 | 26,91 | 3 675 | 27,88 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 58 888 | 3,59 | 3 732 | 4,36 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 432 | 1,07 | 471 | 1,95 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 4 892 | 310 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 189 | 30,29 | 1 153 | 32,68 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10 886 | 6,98 | 1 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 131 | 1,55 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 34 746 | 1,04 | 2 203 | 1,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 128 360 | 12,43 | 8 138 | 13,30 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 319 | 23,36 | 274 | 24,09 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 288 940 | 2,56 | 18 239 | 2,59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 56 590 | 1,21 | 3 588 | 1,96 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 006 | 6,12 | 64 | 3,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 250 320 | 3,07 | 15 870 | 3,86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16 460 | 83,30 | 1 044 | 84,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 8 727 | 3,42 | 553 | 4,34 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 25 527 | 1,89 | 1 618 | 2,66 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 2 934 | 0,41 | 186 | 1,64 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 13 394 | 0,05 | 849 | 0,83 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 12 890 | 13,02 | 817 | 13,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 918 | 0,88 | 58 | 1,75 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 8 325 | 88,35 | 528 | 89,57 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 515 | 1,18 | 33 | 0,00 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 6 498 | 3,26 | 412 | 4,05 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 6 605 | 4,87 | 419 | 5,56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4 843 | 7,05 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12 996 | 0,36 | 824 | 1,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 26 351 | 4,94 | 1 671 | 5,76 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 7 157 | 0,83 | 454 | 1,57 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 11 017 | 220 240,00 | 698 | -7,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 219 | 18,34 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 800 | 51 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 4 053 | 4,49 | 257 | 4,92 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 61 | 1,67 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 240 | 77,14 | 79 | 77,27 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9 388 | 46,94 | 595 | 48,38 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 7 828 | 71,74 | 496 | 73,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 784 | 2,35 | 50 | 2,08 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 5 009 | 55,80 | 318 | 56,93 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 14 910 | 1,29 | 938 | 1,30 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5 016 | 3,74 | 318 | 4,61 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 885 | 33,29 | 310 | 34,35 | ||||
| 2025-07-15 | 13F | Farrell Financial LLC | 14 556 | 28,36 | 923 | 29,31 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 537 | 0,29 | 534 | 1,33 |
