Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Wellington Fund - Vanguard U.S. Multifactor ETF comprennent Apollon Wealth Management, LLC, BridgePort Financial Solutions, LLC, Foundations Investment Advisors, LLC, Cowa, Llc, First Citizens Financial Corp, RHS Financial, LLC, Harbor Asset Planning, Inc., Savvy Advisors, Inc., Ameritas Advisory Services, LLC, Strategic Wealth Partners, Ltd., Bank Of Montreal /can/, Frazier Financial Advisors, LLC, et Ritter Daniher Financial Advisory LLC / DE .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 533 | 206 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 6 603 | 888 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 442 | 59 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 31 | 4 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 12 608 | 2,42 | 1 696 | 9,07 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 413 | 8,46 | 728 | 15,40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 7 334 | 28,96 | 986 | 37,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 60 | 3,45 | 8 | 14,29 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 105 315 | 0,15 | 14 | 7,69 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 15 969 | 133,16 | 2 148 | 148,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 837 | 107,96 | 5 493 | 121,45 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7 945 | 396,25 | 1 069 | 428,71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 234 | 0,49 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 45 | 6 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 2 373 | 319 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 203 | 1,00 | 27 | 3,85 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 489 | 200 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 6 222 | 0,10 | 837 | 6,50 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 11 890 | 14,58 | 1 599 | 22,06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15 593 | 37,87 | 2 098 | 46,85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 61 873 | 10,05 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 842 | 920 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 37 102 | 68,21 | 4 990 | 79,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 15 249 | 3,67 | 2 051 | 10,39 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 147 | 19,76 | 1 365 | 27,48 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4 163 | 560 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 5 861 | 788 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1 602 | 215 | ||||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 067 | 0,85 | 144 | 7,52 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 2 248 | 302 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 215 | 21 400,00 | 29 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 210 | 0,96 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 143 379 | 378,25 | 19 284 | 409,19 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 229 | 47,74 | 31 | 57,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 303 | 444 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 500 | 100,00 | 67 | 116,13 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 12 959 | 12,01 | 1 743 | 19,30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 339 | 46 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 7 | 1 |
