Statistik Asas
| Pemilik Institusi | 84 total, 84 long only, 0 short only, 0 long/short - change of 15.07% MRQ |
| Purata Peruntukan Portfolio | 0.4204 % - change of 0.17% MRQ |
| Saham Institusi (Panjang) | 3,010,852 (ex 13D/G) - change of 0.81MM shares 36.87% MRQ |
| Nilai Institusi (Panjang) | $ 208,547 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Vanguard Malvern Funds - Core Plus Bond Fund (US:VPLS) telah 84 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 3,010,852 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, LPL Financial LLC, Royal Bank Of Canada, Diversified Portfolios, Inc., Keystone Financial Group, Inc., MorganRosel Wealth Management, LLC, Jane Street Group, Llc, Balance Wealth, LLC, Fagan Associates, Inc., and Landmark Wealth Management, LLC .
Vanguard Malvern Funds - Core Plus Bond Fund (NasdaqGM:VPLS) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 78.42 / share. Previously, on September 9, 2024, the share price was 79.14 / share. This represents a decline of 0.90% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 107 | 1.90 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5,697 | -51.79 | 443 | -51.64 | ||||
| 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 | Prospera Financial Services Inc | 5,362 | 0.00 | 417 | 0.48 | ||||
| 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 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7,365 | -7.51 | 572 | -7.29 | ||||
| 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 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 50 | 0.00 | 4 | 0.00 | ||||
| 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 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 4,988 | 388 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4,000 | -44.44 | 311 | -44.27 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 8,352 | -0.13 | 650 | 0.15 | ||||
| 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 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 2,820 | 0.00 | 219 | 0.46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 498,310 | 39.22 | 38,768 | 39.65 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 631 | -84.55 | 49 | -84.19 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,698 | 37.11 | 1,144 | 37.55 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 52,431 | -1.97 | 4,079 | -1.66 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3,487 | -50.69 | 271 | -50.55 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 850 | 0.00 | 66 | 1.54 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4,895 | 52.02 | 379 | 52.21 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 46,206 | -10.86 | 3,595 | -10.60 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 23,770 | 36.11 | 1,849 | 36.56 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 94,388 | -0.56 | 7,343 | -0.26 | ||||
| 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 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-08-08 | 13F | Creative Planning | 3,626 | -12.67 | 282 | -12.42 | ||||
| 2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 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 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 3,359 | 0.00 | 261 | 0.38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 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 | Envestnet Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 69,284 | -2.08 | 5 | 0.00 | ||||
| 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 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 2,812 | 0.00 | 219 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 6,652 | -0.20 | 518 | 0.19 | ||||
| 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 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 82,113 | -2.30 | 6 | 0.00 | ||||
| 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 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 72,716 | -26.79 | 5,657 | -26.56 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4,012 | 2.43 | 312 | 2.97 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 0 | -100.00 | 0 | |||||
| 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 |
