Mga Batayang Estadistika
Pemilik Institusional | 103 total, 103 long only, 0 short only, 0 long/short - change of 3.00% MRQ |
Alokasi Portofolio Rata-rata | 0.1515 % - change of -5.67% MRQ |
Saham Institusional (Jangka Panjang) | 5,706,322 (ex 13D/G) - change of 0.20MM shares 3.61% MRQ |
Nilai Institusional (Jangka Panjang) | $ 346,240 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF (US:VCEB) memiliki 103 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 5,706,322 saham. Pemegang saham terbesar meliputi Vanguard Group Inc, Varma Mutual Pension Insurance Co, Banco Bilbao Vizcaya Argentaria, S.a., Truist Financial Corp, Envestnet Asset Management Inc, SageView Advisory Group, LLC, Hanson & Doremus Investment Management, DeDora Capital, Inc., Modera Wealth Management, LLC, and GWM Advisors LLC .
Struktur kepemilikan institusional Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF (BATS:VCEB) 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 64.02 / share. Previously, on September 6, 2024, the share price was 64.52 / share. This represents a decline of 0.77% 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
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 3,399 | 215 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 76,029 | 4,820 | ||||||
2025-07-21 | 13F | River Street Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 5,026 | -56.93 | 319 | -56.68 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 1,526,475 | 7.39 | 96,778 | 8.21 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | BetterWealth, LLC | 22,990 | 0.98 | 1,458 | 1.75 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 27,098 | 24.23 | 1,718 | 25.22 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 3,010 | 27.00 | 191 | 27.52 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 57,902 | 287.54 | 3,671 | 290.43 | ||||
2025-07-30 | 13F | Whittier Trust Co | 44 | -99.44 | 3 | -99.59 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,000 | 0.00 | 63 | 1.61 | ||||
2025-08-14 | 13F | Mariner, LLC | 120,960 | 8.27 | 7,669 | 9.09 | ||||
2025-08-07 | 13F | Varma Mutual Pension Insurance Co | 1,100,000 | 0.00 | 69,740 | 0.76 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 111,164 | -2.94 | 7,048 | -69.44 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 13,593 | 8.45 | 862 | 9.68 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 7,385 | -0.16 | 468 | 0.65 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10,061 | 6.86 | 638 | 7.60 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 51,131 | 8.84 | 3,242 | 9.68 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 36,150 | 2,292 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1,487 | -47.38 | 94 | -46.86 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1,504 | 3.65 | 95 | 6.74 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 3,715 | 236 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 57,962 | 26.91 | 3,675 | 27.88 | ||||
2025-05-15 | 13F | Fairview Capital Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 3,835 | -1.84 | 243 | -0.82 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,429 | -1.38 | 725 | -0.69 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 7,432 | 1.07 | 471 | 1.95 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 4,564 | -3.20 | 289 | -2.36 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 20,321 | -9.48 | 1,288 | -8.78 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 131 | 1.55 | 8 | 0.00 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 10,216 | -90.53 | 648 | -90.46 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 72 | 0.00 | 5 | 0.00 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 34,746 | 1.04 | 2,203 | 1.80 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4,319 | 23.36 | 274 | 24.09 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 288,940 | 2.56 | 18,239 | 2.59 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 56,590 | 1.21 | 3,588 | 1.96 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 1,006 | 6.12 | 64 | 3.28 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 8,727 | 3.42 | 553 | 4.34 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 2,934 | 0.41 | 186 | 1.64 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 13,394 | 0.05 | 849 | 0.83 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 12,890 | 13.02 | 817 | 13.95 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 17,806 | -1.50 | 1,129 | -0.79 | ||||
2025-07-24 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 6,605 | 4.87 | 419 | 5.56 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 7,157 | 0.83 | 454 | 1.57 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 11,017 | 220,240.00 | 698 | -7.79 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 143,858 | -2.77 | 9,121 | -2.03 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 93,270 | -2.71 | 5,913 | -1.96 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 170,271 | -13.92 | 10,729 | -13.80 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,240 | 77.14 | 79 | 77.27 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 9,388 | 46.94 | 595 | 48.38 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 87,673 | -34.56 | 5,558 | -34.06 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 784 | 2.35 | 50 | 2.08 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 8,537 | 0.29 | 534 | 1.33 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 153,776 | -0.32 | 9,749 | 0.44 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 165,058 | 4.60 | 10 | 11.11 | ||||
2025-07-21 | 13F | 25 Llc | 5,208 | 330 | ||||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 564 | 0.00 | 36 | 0.00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Valley National Advisers Inc | 7,396 | 2.01 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 50,910 | -1.06 | 3,228 | -0.31 | ||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 7,750 | -0.82 | 489 | -0.61 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 5,660 | 359 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8,649 | -4.76 | 1 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10,685 | 6.40 | 677 | 7.29 | ||||
2025-07-18 | 13F | Truist Financial Corp | 264,646 | -0.10 | 16,779 | 0.66 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 4,825 | 304 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 33,191 | 3.15 | 2 | 0.00 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 5,721 | -17.21 | 363 | -16.59 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 132 | 23.36 | 8 | 33.33 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 13,852 | -6.64 | 878 | -5.89 | ||||
2025-08-14 | 13F | Fmr Llc | 1,325 | -16.25 | 84 | -16.16 | ||||
2025-08-04 | 13F | Human Investing LLC | 58,888 | 3.59 | 3,732 | 4.36 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 4,892 | 310 | ||||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 1,357 | -1.38 | 86 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 18,189 | 30.29 | 1,153 | 32.68 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 10,886 | 6.98 | 1 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 128,360 | 12.43 | 8,138 | 13.30 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5,242 | 0.00 | 332 | 0.91 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 250,320 | 3.07 | 15,870 | 3.86 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 16,460 | 83.30 | 1,044 | 84.78 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 25,527 | 1.89 | 1,618 | 2.66 | ||||
2025-08-15 | 13F | Morgan Stanley | 918 | 0.88 | 58 | 1.75 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7,915 | 0.00 | 502 | 0.60 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 8,325 | 88.35 | 528 | 89.57 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 515 | 1.18 | 33 | 0.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 8,381 | -1.98 | 531 | -1.12 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 6,498 | 3.26 | 412 | 4.05 | ||||
2025-05-01 | 13F | Gould Asset Management Llc /ca/ | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,843 | 7.05 | 0 | |||||
2025-08-13 | 13F | American Investment Services, Inc. | 5,610 | 0.00 | 356 | 0.85 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 12,996 | 0.36 | 824 | 1.11 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 26,351 | 4.94 | 1,671 | 5.76 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 5,013 | 0.00 | 318 | 0.63 | ||||
2025-08-14 | 13F | Betterment LLC | 6,219 | 18.34 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 5,602 | 0.00 | 355 | 0.85 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 800 | 51 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | XY Planning Network, Inc. | 4,053 | 4.49 | 257 | 4.92 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3,849 | -63.06 | 244 | -62.75 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 61 | 1.67 | 0 | |||||
2025-07-25 | 13F | Meritage Portfolio Management | 7,828 | 71.74 | 496 | 73.43 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 5,602 | 0.00 | 0 | |||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 5,009 | 55.80 | 318 | 56.93 | ||||
2025-07-11 | 13F | Scott Capital Advisors, LLC | 14,910 | 1.29 | 938 | 1.30 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 5,016 | 3.74 | 318 | 4.61 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4,885 | 33.29 | 310 | 34.35 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 14,556 | 28.36 | 923 | 29.31 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 3,861 | -4.85 | 245 | -4.31 |
Other Listings
MX:VCEB |