Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Vanguard World Fund - Vanguard Extended Duration Treasury ETF incluem EP Wealth Advisors, Inc., Nbt Bank N A /ny, Jump Financial, LLC, SIH Partners, LLLP, Orographic Financial Advisors, LLC, CI Private Wealth, LLC, Buffalo Business & Estate Services Ltd, Carrera Capital Advisors, Keating Financial Advisory Services, Inc., e GAMMA Investing LLC .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-21 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,004 | 520 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 165,168 | 12.54 | 10,738 | 12.39 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 6,489 | 0 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1,044,656 | 2.62 | 67,850 | 2.53 | ||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 50,140 | 26.54 | 3,257 | 26.45 | ||||
| 2026-05-12 | 13F | Causey Wealth LLC | 135,175 | 14.91 | 8,780 | 14.80 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 113,492 | 7.80 | 7,371 | 7.70 | ||||
| 2026-05-14 | 13F | Synergy Investment Management, LLC | 237 | 15 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 4,695 | 305 | ||||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 907,055 | 31.14 | 59 | 31.82 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 8 | 1 | ||||||
| 2026-05-14 | 13F | North Ridge Wealth Advisors, Inc. | 168,157 | 6.89 | 10,922 | 6.80 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 45,406 | 2,949 | ||||||
| 2026-05-14 | 13F | Jump Financial, LLC | 158,291 | 10,281 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 364,974 | 23,705 | ||||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 2,265 | 147 | ||||||
| 2026-04-06 | 13F | GAMMA Investing LLC | 5 | 0 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 4,030 | 68.20 | 262 | |||||
| 2026-02-04 | 13F | VanderPol Investments L.L.C. | 3,196 | 8.08 | 208 | -0.48 | ||||
| 2026-04-28 | 13F | RHS Financial, LLC | 13,919 | 904 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 7,950 | 60.61 | 516 | 60.75 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 163,800 | 260.00 | 10,639 | 259.76 | ||||
| 2026-04-17 | 13F | Buffalo Business & Estate Services Ltd | 3,974 | 258 | ||||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 6,604 | 0.89 | 429 | 0.71 | ||||
| 2026-05-05 | 13F | Cullen/frost Bankers, Inc. | 3,307 | 3.93 | 215 | 3.88 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 55,900 | 202.16 | 3,631 | 202.00 | |||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 3,810 | 34.34 | 247 | 34.24 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 43,487 | 416.35 | 2,824 | 416.27 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 380,396 | 7,796.95 | 24,707 | 7,793.29 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 5,899 | 0 | ||||||
| 2026-05-12 | 13F | BlackDiamond Wealth Management Inc. | 15,771 | 3.25 | 1,024 | 2.30 | ||||
| 2026-05-11 | 13F | RiverFront Investment Group, LLC | 56,177 | 0.64 | 3,649 | 0.55 | ||||
| 2026-01-13 | 13F/A | Sanctuary Advisors, LLC | 3,241 | 3.12 | 222 | 4.74 | ||||
| 2026-05-08 | 13F | Bokf, Na | 333 | 22 | ||||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 8,191 | 5.57 | 532 | 5.56 | ||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 49,788 | 295.43 | 3,234 | 295.23 | ||||
| 2026-05-14 | 13F | Evoke Wealth, Llc | 7,335 | 14.22 | 476 | 14.15 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 106,415 | 619.31 | 7 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1,312 | 85 | ||||||
| 2026-05-15 | 13F | Fwl Investment Management, Llc | 4,928 | 3.51 | 320 | 3.56 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 15,497 | 0.11 | 994 | -1.29 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 7 | |||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 2,048 | 4.44 | 133 | -0.75 | ||||
| 2026-04-27 | 13F | Rareview Capital LLC | 30,354 | 18.03 | 2,043 | 18.03 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 250,703 | 11.81 | 16,283 | 11.71 | ||||
| 2026-05-04 | 13F | Carrera Capital Advisors | 3,118 | 203 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 3,366 | 219 | ||||||
| 2026-05-14 | 13F | Boyer & Corporon Wealth Management, LLC | 7,942 | 0.21 | 516 | 0.00 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 618 | 40 | ||||||
| 2026-05-04 | 13F | H&H Retirement Design & Management INC | 181,690 | 17.47 | 11,548 | 15.67 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 20,076 | 119.55 | 1,304 | 119.36 | ||||
| 2026-05-12 | 13F | Creative Planning | 16,631 | 1,080 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 42,947 | 1.30 | 2,789 | 1.31 | ||||
| 2026-04-22 | 13F | Avise Financial Cooperative, Inc. | 6,080 | 11.50 | 395 | 11.30 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 22,890 | 2.22 | 1,487 | 2.13 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 257,678 | 1.11 | 16,752 | 1.10 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 7,626 | 3.05 | 521 | 2.96 | ||||
| 2026-05-05 | 13F | Valtinson Bruner Financial Planning LLC | 330,722 | 3.47 | 21,480 | 3.37 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 10,561 | 17.71 | 686 | 17.50 | ||||
| 2026-04-28 | 13F | Nbt Bank N A /ny | 191,595 | 12,444 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 4,105,242 | 23,721.98 | 267,416 | 23,776.34 | ||||
| 2026-05-12 | 13F | Cadence Wealth Management LLC | 383,603 | 80.65 | 24,915 | 80.49 | ||||
| 2026-05-01 | 13F | Beverly Hills Private Wealth, LLC | 66,577 | 22.67 | 4,324 | 22.56 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 96,299 | 9.15 | 6,255 | 9.05 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 10,961 | 712 | ||||||
| 2026-04-21 | 13F | Decker Retirement Planning Inc. | 23,174 | 15.83 | 1,505 | 15.77 | ||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 3,824 | 4.03 | 248 | 3.77 | ||||
| 2026-04-29 | 13F | TriaGen Wealth Management LLC | 4,680 | 6.36 | 304 | 5.94 | ||||
| 2026-05-07 | 13F | Midland Wealth Advisors Llc | 1,443,025 | 2.20 | 93,724 | 2.11 | ||||
| 2026-04-17 | 13F | Nottingham Advisors, Inc. | 30,465 | 0.99 | 1,979 | 0.87 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 67,942 | 1.46 | 4,413 | 1.36 | ||||
| 2026-05-14 | 13F | Allworth Financial LP | 230 | 15 | ||||||
| 2026-04-15 | 13F | Fluent Financial, LLC | 530,398 | 0.11 | 34,237 | -0.60 | ||||
| 2026-05-08 | 13F | Guidance Capital, Inc | 12,850 | 815 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 6,794 | 6.06 | 441 | 6.01 | ||||
| 2026-05-05 | 13F | UBS Group AG | 86,606 | 11.65 | 5,625 | 11.56 | ||||
| 2026-04-30 | 13F | Whipplewood Advisors, LLC | 398 | 0.76 | 26 | 0.00 | ||||
| 2026-05-15 | 13F | Toronto Dominion Bank | Call | 101,700 | 6,605 | |||||
| 2026-03-31 | 13F | Sankala Group LLC | 55,924 | 2.63 | 3,600 | -4.46 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 95,457 | 6,200 | ||||||
| 2026-04-02 | 13F | Ares Financial Consulting, LLC | 3,751 | 7.32 | 241 | 5.73 | ||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 7,975 | 143.51 | 518 | 143.87 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 51,498 | 9.30 | 3,337 | 8.95 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 95,437 | 6.69 | 6,199 | 6.59 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Put | 77,400 | 66.09 | 5,027 | 65.96 | |||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 59,600 | 32.15 | 3,871 | 32.07 | |||
| 2026-05-05 | 13F | PFG Advisors | 10,244 | 90.44 | 665 | 90.54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 11,488 | 4.18 | 1 | |||||
| 2026-05-15 | 13F | SIH Partners, LLLP | 50,000 | 3,248 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 187,739 | 12,194 | ||||||
| 2026-05-14 | 13F | Boreal Capital Management LLC | 10 | -35.71 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 22,103 | 1.84 | 1,436 | 1.70 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 10,412 | 2.43 | 677 | -2.73 |
