Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Institutional Index Funds - Vanguard Ultra-Short Treasury ETF meliputi Boston Family Office Llc, Bank Of Montreal /can/, Sierra Capital LLC, D.B. Root & Company, LLC, Keystone Wealth Services, LLC, Commonwealth Equity Services, Llc, Old Mission Capital Llc, Farther Finance Advisors, LLC, Capital Investment Services of America, Inc., United Capital Financial Advisers, Llc, StoneX Group Inc., Manuka Financial, LLC, Orser Capital Management, Llc, NewEdge Wealth, LLC, Burling Wealth Partners, Llc, Buckingham Strategic Partners, UBS Group AG, Raymond James Financial Inc, Royal Bank Of Canada, dan North Star Investment Management Corp. .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 15,685 | 1,185 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10,400 | 786 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1,060 | 80 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 7,996 | 22.54 | 604 | 22.56 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 13,181 | 1 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 294,387 | 58.94 | 22,234 | 59.06 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,000 | 680 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 6,077 | 90.20 | 459 | 90.04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,379 | 104 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15,079 | 1,139 | ||||||
| 2025-07-31 | 13F | Planning Center, Inc. | 6,156 | 116.08 | 465 | 115.81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 717 | 54 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 31,871 | 73.40 | 2,407 | 73.54 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 6,530 | 493 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,983 | 225 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,301 | 98 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 2,415 | 182 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 317 | 24 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 12,395 | 936 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 300 | 23 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 21,770 | 340.78 | 1,644 | 341.94 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5,100 | 385 | ||||||
| 2025-07-24 | 13F | Eastern Bank | 669 | 51 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12,348 | 933 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5,000 | 377 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 12,916 | 1,599.47 | 1 | |||||
| 2025-08-13 | 13F | Boston Family Office Llc | 19,569 | 1 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 3,462 | 261 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 11,195 | 846 | ||||||
| 2025-08-11 | 13F | Sierra Capital LLC | 16,202 | 1 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 16,900 | 1,276 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 26,216 | 97.74 | 1,980 | 97.90 |
