Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Vanguard Municipal Bond Funds - Vanguard Core Tax-Exempt Bond ETF include San Luis Wealth Advisors LLC, Garrett Investment Advisors LLC, Physician Wealth Solutions Inc., Verus Financial Partners, Inc., Gutierrez Wealth Advisory, LLC, TAGStone Capital, Inc., Advyzon Investment Management, LLC, Greenwich Wealth Management LLC, Envestnet Asset Management Inc, Rehmann Capital Advisory Group, Balanced Rock Investment Advisor, Brio Consultants, LLC, Elequin Capital Lp, Kelman-Lazarov, Inc., Sunpointe, LLC, L.K. Benson & Company, P.C., Flow Traders U.s. Llc, ABLE Financial Group, LLC, LPL Financial LLC, and Essex Financial Services, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Verum Partners LLC | 166,687 | 3,177.37 | 12,263 | 3,152.79 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 204,407 | 15 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 22,915 | 18.52 | 1,686 | 17.42 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4,421 | 325 | ||||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 5,095 | 375 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 39,745 | 2,924 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 9,044 | 665 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 52,432 | 3,857 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17,301 | 1,273 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63,269 | 6.89 | 4,655 | 5.92 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 68,215 | 5,004 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 3,350 | 0.84 | 246 | 0.00 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 10,539 | 16.88 | 775 | 15.84 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 12,118 | 892 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 7,000 | 515 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 41,529 | 3 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 11,019 | 1 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,334 | 32.84 | 760 | 31.72 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 93,408 | 6,872 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 22,545 | 1,659 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 31,281 | 2,301 | ||||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 4,715 | 347 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39,746 | 2,924 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1,304 | 96 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 70 | 5 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 13,163 | 9.42 | 968 | 8.40 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 820 | 60 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 4,873 | 359 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 51,458 | 3,773 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 46,458 | 3,418 | ||||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 72,386 | 5,325 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 14,667 | 1,079 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 135,873 | 551.95 | 9,996 | 546.15 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 287,889 | 17.89 | 21,180 | 16.82 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 3,587 | 264 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 57,951 | 3.41 | 4,263 | 2.48 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 110,311 | 39.55 | 8,116 | 38.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 149,512 | 2,135.19 | 11 | |||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 32,379 | 2,382 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 6,430 | 473 |
