Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF comprennent 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, et Wells Fargo & Company/mn .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
