VPLS / Vanguard Malvern Funds - Core Plus Bond Fund - Net Long/Short Value

Vanguard Malvern Funds - Core Plus Bond Fund

VPLS / Vanguard Malvern Funds - Core Plus Bond Fund - Net Long/Short Value
Na tej stronie znajdują się wyceny netto pozycji długich/krótkich dla każdego pakietu instytucjonalnego zgłoszonego za pośrednictwem zgłoszeń 13F lub NPORT. Aby obliczyć wartość netto pozycji długiej/krótkiej, do wartości opcji call dodajemy wartość kapitału własnego i odejmujemy wartość opcji put. Fundusze wykazujące, że pozycje z pożyczką na shortowanie będą wykazywać wartości akcji jako ujemne. Długie pozycje netto będą miały wartości dodatnie w kolumnie długie/krótkie netto, a krótkie pozycje netto będą miały w tej kolumnie wartości ujemne.
Właściciel Wartość kapitału
(1000$)
Wartość opcji call
(1000$)
Wartość opcji put
(1000$)
Długa/krótka netto
(1000$)
Spence Asset Management
Summit Financial, LLC
NavPoint Financial, Inc.
Platt Wealth Management LLC
Beaird Harris Wealth Management, LLC
Howard Financial Services, Ltd.
Strategic Family Wealth Counselors, L.L.C.
Advyzon Investment Management, LLC
TD Waterhouse Canada Inc.
Barnes Pettey Financial Advisors, Llc
United Capital Financial Advisers, Llc
SILVER OAK SECURITIES, Inc
Raymond James Financial Inc
Keystone Financial Group, Inc.
Cerity Partners LLC
Stonebridge Financial Planning Group, LLC
BRYN MAWR TRUST Co
Mainsail Asset Management, Llc
Private Management Group Inc
Dynamic Advisor Solutions LLC
Kestra Advisory Services, LLC
Acorn Wealth Advisors, LLC
Advisor Group Holdings, Inc.
Red Lighthouse Investment Management, Llc
Pinnacle Financial Group, LLC / IL
WNY Asset Management, LLC
Wealthspire Advisors, LLC
Grant Street Asset Management, Inc.
Lakewood Asset Management LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
First Commonwealth Financial Corp /pa/
Roehl & Yi Investment Advisors, LLC
Apollon Wealth Management, LLC
Betterment LLC
UBS Group AG
Fifth Third Bancorp
Advisory Services Network, LLC
GSG Advisors LLC
Firestone Capital Management
Smartleaf Asset Management LLC
CIBC Private Wealth Group, LLC
Stratos Wealth Partners, LTD.
Wealth Enhancement Advisory Services, Llc
Mariner, LLC
Bank Of America Corp /de/
Janney Capital Management LLC
MCF Advisors LLC
Commonwealth Equity Services, Llc
Cogent Private Wealth, Inc.
Joseph Group Capital Management
Janney Montgomery Scott LLC
OMNI 360 Wealth, Inc.
Steward Partners Investment Advisory, Llc
Harbour Investments, Inc.
LPL Financial LLC
Yukon Wealth Management, Inc.
Capital Planning LLC
Integrated Advisors Network LLC
Sage Rhino Capital Llc
Panoramic Investment Advisors, Llc
Brooks, Moore & Associates, Inc.
CoreCap Advisors, LLC
Dahring | Cusmano Llc
Northwestern Mutual Wealth Management Co
Financial Synergies Wealth Advisors, Inc.
Cambridge Investment Research Advisors, Inc.
Aqr Capital Management Llc
Financial Insights, Inc.
CBIZ Investment Advisory Services, LLC
XY Planning Network, Inc.
Stephenson National Bank & Trust
Mather Group, Llc.
North Star Investment Management Corp.
Resources Investment Advisors, LLC.
Confluence Wealth Services, Inc.
Signature Equity Partners, LLC
HighTower Advisors, LLC
Integrity Wealth Solutions LLC
Keystone Financial Group
Buckingham Strategic Partners
Vicus Capital
Ameritas Advisory Services, LLC
Pasadena Private Wealth, LLC
Embree Financial Group
Eldridge Investment Advisors, Inc.
Principia Wealth Advisory, LLC
Farther Finance Advisors, LLC
Burton Enright Welch
Morgan Stanley
Landmark Wealth Management, LLC
Red Mountain Financial, LLC
Merit Financial Group, LLC
Godfrey Financial Associates, Inc.
Envestnet Asset Management Inc
Citadel Advisors Llc
Kaizen Financial Strategies
Krilogy Financial LLC
First American Bank
Creative Planning
Yeomans Consulting Group, Inc.
Evolve Private Wealth, Llc
CFO4Life Group, LLC
Centurion Wealth Management LLC
Topsail Wealth Management, LLC
CIBC Bancorp USA Inc.
Geneos Wealth Management Inc.
Harbor Group, Inc.
Advisortrust Partners, Llc
Triumph Capital Management
O'shaughnessy Asset Management, Llc
Breakwater Capital Group
PFG Investments, LLC
Bridgewealth Advisory Group, LLC
LifeGoal Wealth Advisors
Burk Holdings LLC
Fagan Associates, Inc.
StoneX Group Inc.
Diversified Portfolios, Inc.
LJI Wealth Management, LLC
Jones Financial Companies Lllp
Hazlett, Burt & Watson, Inc.
Royal Bank Of Canada
Aurora Private Wealth, Inc.
Medallion Wealth Advisors, LLC
Comerica Bank
Leavell Investment Management, Inc.
Balance Wealth, LLC
Investment Advisory Group, LLC
Ausdal Financial Partners, Inc.
Global Retirement Partners, LLC
Verum Partners LLC
Atria Investments Llc
Beacon Pointe Advisors, LLC
R. W. Roge & Company, Inc.
Insight Wealth Strategies, LLC
Ashton Thomas Private Wealth, LLC
Iams Wealth Management, Llc
D.a. Davidson & Co.
Gilpin Wealth Management, Llc
Abound Wealth Management
IFP Advisors, Inc
Private Advisor Group, LLC
Wells Fargo & Company/mn
Mb, Levis & Associates, Llc
U.S. Capital Wealth Advisors, LLC
Roberts Glore & Co Inc /il/
Parallel Advisors, LLC
MorganRosel Wealth Management, LLC
Colter Lewis Investment Partners LLC
Natixis Advisors, L.p.
Lantern Wealth Advisors, LLC
Cornerstone Advisors Asset Management, Inc
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