Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Malvern Funds - Core Plus Bond Fund comprennent 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, et First Pacific Financial .
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 | 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 |
