Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF comprennent 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, et Essex Financial Services, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 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 |
