Mga Batayang Estadistika
Pemilik Institusional | 99 total, 99 long only, 0 short only, 0 long/short - change of -7.41% MRQ |
Alokasi Portofolio Rata-rata | 0.3741 % - change of -6.87% MRQ |
Saham Institusional (Jangka Panjang) | 5,726,990 (ex 13D/G) - change of 0.00MM shares 0.06% MRQ |
Nilai Institusional (Jangka Panjang) | $ 373,620 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Scottsdale Funds - Vanguard Total World Bond ETF (US:BNDW) memiliki 99 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 5,726,990 saham. Pemegang saham terbesar meliputi Morgan Stanley, Mercer Global Advisors Inc /adv, Aurelius Family Office LLC, Betterment LLC, Envestnet Asset Management Inc, Bank Of America Corp /de/, Two West Capital Advisors LLC, Beacon Pointe Advisors, LLC, Applied Capital LLC, and Mariner, LLC .
Struktur kepemilikan institusional Vanguard Scottsdale Funds - Vanguard Total World Bond ETF (NasdaqGM:BNDW) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 69.57 / share. Previously, on September 9, 2024, the share price was 70.48 / share. This represents a decline of 1.29% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,360 | 302 | ||||||
2025-08-12 | 13F | Inscription Capital, LLC | 4,654 | -44.58 | 323 | -44.10 | ||||
2025-08-14 | 13F | Mariner, LLC | 90,028 | 9.35 | 6,242 | 10.19 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Geometric Wealth Advisors | 13,108 | 48.58 | 909 | 49.59 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 4,740 | -0.11 | 329 | 0.61 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 1,016 | -81.67 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 6,346 | -0.09 | 440 | 0.46 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 6,669 | 0.00 | 462 | 0.87 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 3,064 | 212 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 72,905 | 19.96 | 5,055 | 20.88 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,265 | 57.25 | 504 | 58.68 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 187,914 | -1.87 | 13,028 | -1.13 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 265,422 | 47.47 | 18,402 | 48.59 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 331,956 | -59.75 | 23,014 | -59.45 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 49,064 | 3,402 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4,214 | 0.00 | 292 | 1.04 | ||||
2025-07-23 | 13F | Sachetta, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | Applied Capital LLC | 169,737 | 5.27 | 11,768 | 6.07 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-02 | 13F | Napatree Capital Llc | 15,130 | 10.53 | 1,041 | 11.58 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 0 | -100.00 | 0 | |||||
2025-04-17 | 13F | Verisail Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 309,606 | 1,434.53 | 21 | 2,000.00 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 350 | 0.00 | 24 | 0.00 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 5,925 | -2.79 | 411 | -2.15 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4,650 | -4.93 | 322 | -4.17 | ||||
2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 4,696 | -74.87 | 0 | -100.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 29 | 2 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 12,918 | 89.08 | 896 | 90.43 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 14,751 | -0.20 | 1,023 | 0.49 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 | 0 | ||||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 18,600 | 6.77 | 1,290 | 7.60 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 5,252 | 0.00 | 364 | 0.83 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 30 | 0.00 | 2 | 0.00 | ||||
2025-04-01 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 420 | 0.00 | 29 | 3.57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 | 0 | ||||||
2025-08-12 | 13F | MAI Capital Management | 1,600 | 0.00 | 111 | 0.00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,092 | 0.00 | 76 | 0.00 | ||||
2025-07-16 | 13F | Jentner Corp | 12,715 | 5.50 | 882 | 6.27 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 49 | 0.00 | 3 | 0.00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 12 | 0.00 | 1 | |||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 47,338 | 8.12 | 3,282 | 8.93 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 10,909 | -3.92 | 756 | -3.20 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 222,097 | 18.48 | 15,311 | 19.83 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 20,602 | 94.21 | 1,428 | 95.88 | ||||
2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 21,451 | -0.45 | 1,487 | 0.34 | ||||
2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 13,884 | 0.00 | 963 | 0.73 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 6,990 | 12.92 | 485 | 13.88 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 135 | 0.00 | 9 | 0.00 | ||||
2025-04-10 | 13F | Freedom Financial Partners LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 6,294 | 21.53 | 436 | 22.47 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 7,469 | -15.10 | 518 | -14.55 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 3,699 | 1.12 | 255 | 2.01 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 41 | 0.00 | 3 | 0.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 43 | -53.76 | 3 | -66.67 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Fmr Llc | 212 | 15 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 358 | 0.00 | 25 | 0.00 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 8,642 | -36.39 | 599 | -35.87 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 21 | 1 | ||||||
2025-04-17 | 13F | Abound Wealth Management | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 23,010 | 0.17 | 1,595 | 0.95 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Keener Financial Planning LLC | 2,968 | 5.21 | 0 | |||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4,403 | 27.59 | 305 | 28.69 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 7 | 0.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 501 | 3,240.00 | 35 | 3,300.00 | ||||
2025-05-12 | 13F | Capital Group Private Client Services, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 23,187 | -26.46 | 1,608 | -25.91 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 70,528 | 4.26 | 4,890 | 5.05 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 24,193 | 1,677 | ||||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14,510 | -2.90 | 1,006 | -2.24 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 915 | -34.27 | 63 | -33.68 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 43 | 0.00 | 3 | 0.00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2,808 | 0.00 | 195 | 0.52 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 423 | 0.00 | 29 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,227 | 17.84 | 986 | 18.80 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 323,039 | 1.09 | 22,396 | 1.86 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1,223 | 0.00 | 85 | 0.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3,753 | 25.18 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 270 | -93.16 | 19 | -93.36 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 8,092 | -34.71 | 561 | -34.15 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 10,648 | 10.92 | 738 | 11.82 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5,588 | 3.06 | 387 | 3.75 | ||||
2025-08-12 | 13F | LPL Financial LLC | 43,512 | 3.15 | 3,017 | 3.93 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,607,198 | 6.55 | 180,757 | 7.36 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 934 | -2.51 | 65 | -1.54 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3,018 | 0.10 | 208 | 0.00 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 6,068 | -63.35 | 421 | -63.13 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 4,454 | -31.79 | 309 | -31.40 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 280,336 | -2.68 | 19,436 | -1.95 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 16,734 | -3.25 | 1,154 | -3.03 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Apella Capital, LLC | 18,410 | -0.72 | 1,267 | 0.00 | ||||
2025-04-23 | 13F | Perigon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 54 | 0.00 | 4 | 0.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 58 | 0.00 | 4 | 33.33 | ||||
2025-05-15 | 13F | Alliancebernstein L.p. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5,249 | 3.10 | 364 | 3.71 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 143 | 3.62 | 10 | 0.00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 6,320 | 438 | ||||||
2025-07-15 | 13F | Five Pine Wealth Management | 56,425 | 9.10 | 3,908 | 9.84 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 355 | 25 | ||||||
2025-07-17 | 13F | Symmetry Partners, LLC | 6,658 | -62.26 | 462 | -62.00 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 44,572 | 37.93 | 3,090 | 39.00 | ||||
2025-07-24 | 13F | VanderPol Investments L.L.C. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 4,090 | 1.14 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 687 | 1,008.06 | 48 | 1,075.00 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 21 | 0.00 | 1 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 9,768 | 0.73 | 1 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Simplex Trading, Llc | 48 | 0 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 77,068 | -2.29 | 5,343 | -1.55 |
Other Listings
MX:BNDW |