Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Vanguard Wellington Fund - Vanguard U.S. Value Factor ETF eröffnet haben, gehören CIBC World Markets Inc., Foundations Investment Advisors, LLC, MBM Wealth Consultants, LLC, und Vanguard Advisers Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Harbour Investments, Inc. | 340 | 46 | ||||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 2.475 | 14,21 | 333 | 16,03 | ||||
| 2026-04-07 | 13F | Anderson Hoagland & Co | 248.431 | 0,36 | 33.441 | 1,74 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 4.479 | 3,13 | 603 | 4,51 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 31 | 4 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 24.601 | 21,49 | 3.312 | 23,13 | ||||
| 2026-05-14 | 13F | Lebenthal Global Advisors, LLC | 31.201 | 0,76 | 4.200 | 2,16 | ||||
| 2026-05-11 | 13F | Exit Wealth Advisors, LLC. | 1.779 | 0,51 | 239 | 2,14 | ||||
| 2026-04-21 | 13F | Compass Advisory Group LLC | 11.184 | 8,51 | 1.505 | 10,01 | ||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 2.700 | 363 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 9.888 | 30,11 | 1.331 | 31,91 | ||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 26.349 | 0,03 | 3.547 | 1,40 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 975 | 7,85 | 131 | 9,17 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 42.269 | 0,78 | 5.690 | 2,15 | ||||
| 2026-05-05 | 13F | Smart Money Group LLC | 2.511 | 0,32 | 338 | 1,51 | ||||
| 2026-04-24 | 13F | Essex Financial Services, Inc. | 4.386 | 0,25 | 590 | 1,72 | ||||
| 2026-05-12 | 13F | Werba Rubin Papier Wealth Management | 2.066 | 32,78 | 278 | 34,95 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 431.969 | 0,88 | 58.147 | 2,27 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 2.202 | 2,18 | 296 | 3,50 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 67.030 | 9,40 | 9.023 | 10,90 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 2.190 | 295 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 215.571 | 14,15 | 28.624 | 14,15 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 186 | 0,54 | 25 | 4,17 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 433 | 58 | ||||||
| 2026-05-12 | 13F | Pacific Center for Financial Services | 553 | 0,73 | 74 | 5,71 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 2.001 | 269 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co | 9.058 | 0,38 | 1.231 | -0,08 | ||||
| 2026-04-22 | 13F | Burrus Financial Services, Inc. | 198.475 | 9,05 | 26.717 | 21,03 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 1.715 | 1.058,78 | 227 | 1.161,11 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 2.199 | 28,97 | 296 | 30,97 | ||||
| 2026-05-14 | 13F | Hara Capital LLC | 7.611 | 141,93 | 1.025 | 145,56 | ||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 2.653 | 357 | ||||||
| 2026-04-21 | 13F | Long Island Wealth Management, Inc. | 8.610 | 1,70 | 1.159 | 3,02 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 1.677 | 226 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 72.987 | 8,27 | 9.825 | 9,75 | ||||
| 2026-04-20 | 13F | MBM Wealth Consultants, LLC | 775 | 104 | ||||||
| 2026-04-22 | 13F | Lam Group, Inc. | 1.445 | 195 | ||||||
| 2026-05-13 | 13F | Keystone Financial Group | 8.744 | 0,87 | 1.177 | 2,26 |
