Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF termasuk Topsail Wealth Management, LLC, Haven Private, LLC, Bedel Financial Consulting, Inc., Gutierrez Wealth Advisory, LLC, Pathstone Holdings, LLC, SRS Capital Advisors, Inc., Blair William & Co/il, Flagship Harbor Advisors, Llc, Boothbay Fund Management, Llc, Physician Wealth Solutions Inc., Orion Portfolio Solutions, LLC, Quantum Financial Planning Services, Inc., First Heartland Consultants, Inc., ETF Portfolio Partners, Inc., Thrive Wealth Management, LLC, Northwestern Mutual Wealth Management Co, HB Wealth Management, LLC, Magnolia Private Wealth, LLC, Wsfs Capital Management, Llc, dan XML Financial, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20,540 | 2,073 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1,385,053 | 10,377.74 | 14 | -99.02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,688 | 40.67 | 170 | 41.67 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3,513 | 15.98 | 355 | 17.22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,177 | 34.26 | 522 | 34.88 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 23,948 | 806.09 | 2,417 | 812.08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11,116 | 1,122 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 29,200 | 80.25 | 2,947 | 81.02 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7,280 | 28.51 | 735 | 29.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 38,438 | 16.72 | 3,880 | 17.23 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 2,250 | 0 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 15,376 | 1,552 | ||||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 1,990 | 201 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30,371 | 39.67 | 3,065 | 40.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 82,238 | 13.87 | 8,300 | 14.34 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,598 | 3.28 | 464 | 3.80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 33,311 | 819.94 | 3,362 | 826.17 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 75,848 | 52.14 | 7,655 | 52.79 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 8,130 | 821 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 4,990 | 504 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,754 | 0.70 | 480 | 1.05 | ||||
| 2025-07-16 | 13F | American National Bank | 220 | 161.90 | 22 | 175.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 220,608 | 37.65 | 22,266 | 38.21 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 26,131 | 3.80 | 2,633 | 4.07 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 13,168 | 121.87 | 1,329 | 122.99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 28,272 | 33.50 | 2,854 | 34.07 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1,089 | 0.46 | ||||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 2,925 | 295 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 5,079 | 513 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3,130 | 316 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,194 | 1.11 | 221 | 1.38 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 12,075 | 397.94 | 1,219 | 401.23 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 9,250 | 934 | ||||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14,900 | 52.04 | 1,504 | 52.74 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 29,326 | 3.17 | 2,960 | 3.61 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 13,705 | 11.70 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 20,508 | 2.57 | 2,070 | 2.99 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8,665 | 196.75 | 875 | 198.63 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 2,681 | 271 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 103,246 | 48.10 | 10,421 | 48.73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3,044 | 0 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 33,925 | 38.93 | 3,424 | 39.53 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 11,494 | 12.50 | 1,160 | 13.06 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 5,807 | 586 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 360 | 82.74 | 36 | 89.47 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 13,299 | 243.38 | 1,342 | 244.99 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 3,483 | 352 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 3,093 | 22.25 | 312 | 22.83 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 26,715 | 10.71 | 2,696 | 11.18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 90,085 | 126.87 | 9,092 | 127.87 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4,168 | 421 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 51 | 5 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 26,042 | 545.88 | 2,628 | 548.89 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 2,240 | 226 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9,340 | 943 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 165,459 | 30.34 | 16,700 | 30.88 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2,249 | 227 | ||||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 4,903 | 0.57 | 495 | 1.02 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9,682 | 977 | ||||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2,750 | 278 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 7,800 | 62.50 | 787 | 63.28 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 21,743 | 4,231.27 | 2,195 | 4,288.00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 31,015 | 3,130 | ||||||
| 2025-07-23 | 13F | Asset Planning Corporation | 2,133 | 215 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 9,377 | 54.23 | 946 | 54.83 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4,959 | 14.26 | 501 | 14.68 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 79,841 | 4.17 | 8,058 | 4.61 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6,292 | 1.65 | 635 | 2.09 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 13,350 | 3.02 | 1,347 | 3.46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 43,337 | 2,323.77 | 4,374 | 2,330.00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,968 | 42.19 | 501 | 42.74 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 4,780 | 482 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1,544 | 0.72 | 156 | 0.65 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,270 | 630 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,298 | 549.00 | 131 | 589.47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 40,491 | 69.94 | 4,087 | 70.68 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 44,419 | 7.54 | 4,483 | 8.00 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 305,954 | 544.55 | 30,880 | 547.22 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 2,450 | 247 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 932 | 120.33 | 94 | 123.81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,542 | 458 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,497 | 599.40 | 353 | 604.00 | ||||
| 2025-08-05 | 13F | Burney Co/ | 14,843 | 457.59 | 1,498 | 461.05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,705 | 0.37 | 273 | 1.87 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6,807 | 687 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 821 | 0 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4,200 | 424 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 255 | 0.79 | 26 | 0.00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24,929 | 12.58 | 2,516 | 13.08 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 324,142 | 78.83 | 32,716 | 79.58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 500 | 50 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,190 | 18.06 | 726 | 18.46 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5,034 | 0.48 | 508 | 0.99 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3,336 | 337 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 101 | 10 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | |||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 65,350 | 26.20 | 6,596 | 26.73 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 2,689 | 271 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 232,100 | 1,057.61 | 23,426 | 1,062.53 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2,035 | 205 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2,001 | 202 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 2,702 | 273 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 24,905 | 0.35 | 2,514 | 0.76 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21,755 | 126.45 | 2,195 | 127.93 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,404 | 133.33 | 1,252 | 134.27 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 11,014 | 1,112 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 51,100 | 5,158 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 12,273 | 1,239 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 18,509 | 1,868 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,107 | 192.50 | 1 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4,477 | 19.04 | 452 | 19.31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 13,940 | 1,407 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 25,101 | 41.87 | 2,533 | 42.46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 6,564 | 24.18 | 662 | 24.67 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 2,117 | 214 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2,805 | 283 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1,262,847 | 3,727.27 | 127,459 | 3,743.76 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 3,173 | 0 | ||||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 21,781 | 81.87 | 2,198 | 82.71 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,995 | 504 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 3,415 | 345 | ||||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2,132 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 33,163 | 401.41 | 3,347 | 404.07 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28,302 | 112.49 | 2,857 | 113.45 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3,592 | 7.42 | 363 | 7.74 |
