Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF eröffnet haben, gehören Vanguard Advisers Inc, North Berkeley Wealth Management, LLC, Klaas Financial Asset Advisors, LLC, Eaton-Cambridge Inc., Silver Oak Wealth Advisors Services, Llc, TD Waterhouse Canada Inc., Reflection Asset Management, Hollencrest Capital Management, Ashton Thomas Private Wealth, LLC, Gill Capital Partners, Llc, und Western Wealth Management, LLC .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Valley National Advisers Inc | 11.885 | 8,43 | 1 | |||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 6.206 | 0,75 | 390 | -0,51 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 16.401 | 9,85 | 1.039 | 9,26 | ||||
| 2026-05-05 | 13F | Thayer Partners, LLC / MA | 13.732 | 0,10 | 863 | -1,15 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 3.021 | 190 | ||||||
| 2026-04-10 | 13F | Level Financial Advisors, Inc. | 25.562 | 4,21 | 1.606 | 2,95 | ||||
| 2026-05-13 | 13F | Choate Investment Advisors | 18.075 | 151,71 | 1.136 | 148,90 | ||||
| 2026-04-16 | 13F | Klaas Financial Asset Advisors, LLC | 38.913 | 2.445 | ||||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 1.530 | 11,84 | 96 | 10,34 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 149.730 | 0,76 | 9.408 | -0,51 | ||||
| 2026-05-13 | 13F | American Investment Services, Inc. | 6.718 | 2,13 | 422 | 0,96 | ||||
| 2026-04-20 | 13F | WealthSpring Partners, LLC | 12.007 | 0,04 | 754 | -1,18 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 8.787 | 0,57 | 552 | -0,54 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 437 | 27 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 533 | 0,76 | 33 | 0,00 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 177.260 | 9,30 | 11.137 | 7,93 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 11.133 | 699 | ||||||
| 2026-05-14 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 519.584 | 16,00 | 32.489 | 13,77 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 2.005.896 | 126.030 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 6.018 | 2,29 | 378 | 1,07 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 3.843 | 0,73 | 241 | -0,41 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 64.640 | 35,89 | 4 | 33,33 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 26.185 | 1.645 | ||||||
| 2026-04-28 | 13F | Townsend Financial Planning, LLC | 7.391 | 0,28 | 464 | -0,85 | ||||
| 2026-05-14 | 13F | White Lighthouse Investment Management Inc. | 6.288 | 10,82 | 395 | 9,42 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 93.656 | 16,11 | 5.884 | 14,65 | ||||
| 2026-04-23 | 13F | Drucker Wealth 3.0, LLC | 4.958 | 12,55 | 312 | 11,07 | ||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 11.380 | 109,81 | 715 | 107,25 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1.182 | 0,68 | 74 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 22.641 | 27,29 | 1.423 | 25,71 | ||||
| 2026-04-22 | 13F | Shotwell Rutter Baer Inc | 8.578 | 1,02 | 539 | -0,37 | ||||
| 2026-04-17 | 13F | Hanson & Doremus Investment Management | 211.926 | 11,63 | 13 | 8,33 | ||||
| 2026-05-05 | 13F | Wealthfront Advisers Llc | 206.536 | 135,68 | 12.977 | 132,71 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 24.645 | 10,63 | 1.548 | 9,24 | ||||
| 2026-04-28 | 13F | Walkner Condon Financial Advisors LLC | 13.754 | 3,13 | 864 | 1,89 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7.663 | 0,67 | 482 | -0,62 | ||||
| 2026-04-22 | 13F | Clarity Wealth Development LLC | 14.739 | 3,18 | 926 | 1,98 | ||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 10.550 | 0,75 | 663 | -0,60 | ||||
| 2026-04-30 | 13F | Pearl Planning LLC | 41.504 | 14,66 | 2.608 | 13,20 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 40.782 | 3,41 | 2.562 | 2,11 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 944 | 0,64 | 59 | 0,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 266.454 | 2,64 | 16.741 | 1,35 | ||||
| 2026-05-14 | 13F | Modern Wealth Management, LLC | 18.958 | 183,67 | 1.188 | 179,53 | ||||
| 2026-04-20 | 13F | Joel Adams & Associates, Inc. | 5.343 | 1,52 | 336 | 0,30 | ||||
| 2026-01-29 | 13F | Vanguard Group Inc | 1.848.378 | 11,51 | 117.612 | 10,52 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 151.235 | 10,56 | 9.502 | 9,18 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 167 | 17,61 | 10 | 11,11 | ||||
| 2026-04-24 | 13F | BetterWealth, LLC | 25.375 | 1,39 | 1.594 | 0,13 | ||||
| 2026-03-02 | 13F | Reflection Asset Management | 1.204 | 77 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 96.634 | 19,82 | 6.071 | 18,32 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 95 | 6 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 290.167 | 3,04 | 18.231 | 1,75 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 13.754 | 1,46 | 860 | -0,35 | ||||
| 2026-04-24 | 13F | Charter Oak Capital Management, LLC | 10.523 | 3,30 | 661 | 2,01 | ||||
| 2026-05-15 | 13F | North Berkeley Wealth Management, LLC | 79.748 | 5.011 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 14.981 | 9,22 | 935 | 7,22 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 68.913 | 7,52 | 4.330 | 6,15 | ||||
| 2026-04-30 | 13F | Team Hewins, LLC | 37.176 | 0,39 | 2.336 | -0,89 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 2.500 | 156 | ||||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 11.473 | 5,63 | 721 | 4,20 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 29.541 | 15,16 | 1.856 | 13,73 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 154.784 | 6,44 | 9.725 | 5,10 | ||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 547 | 34 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 4.690 | 303,27 | 295 | 297,30 | ||||
| 2026-05-05 | 13F | UBS Group AG | 71.239 | 51,65 | 4.476 | 49,72 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 18.243 | 0,15 | 1.146 | -1,12 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 9.370 | 69,07 | 589 | 67,05 | ||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 280 | 18 | ||||||
| 2026-05-12 | 13F | Creative Planning | 177.265 | 11.138 | ||||||
| 2026-05-15 | 13F | Bragg Financial Advisors, Inc | 6.037 | 1,72 | 379 | 0,53 | ||||
| 2026-05-06 | 13F | Eaton-Cambridge Inc. | 4.525 | 284 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 811 | 0,75 | 51 | -1,96 | ||||
| 2026-04-29 | 13F | Silver Oak Wealth Advisors Services, Llc | 3.425 | 215 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 13.604 | 27,59 | 855 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.852.641 | 7.104,51 | 116.401 | 7.014,98 | ||||
| 2026-04-15 | 13F | Scott Capital Advisors, LLC | 18.370 | 8,93 | 1.156 | 7,64 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 31.213 | 1.961 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 174.160 | 1,49 | 11.082 | 0,59 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 8.991 | 24,49 | 565 | 22,88 | ||||
| 2026-05-07 | 13F | Francis Financial, Inc. | 70.682 | 47,75 | 4.441 | 45,86 |
