Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF inkluderar ESG Planning, Drucker Wealth 3.0, LLC, Goodman Financial Corp, Gts Securities Llc, Conning Inc., Sierra Capital LLC, Hrt Financial Lp, Insight 2811, Inc., Dynamic Advisor Solutions LLC, Parallel Advisors, LLC, Plante Moran Financial Advisors, LLC, Quaker Wealth Management, LLC, Bokf, Na, Financial Network Wealth Advisors LLC, och Creative Financial Designs Inc /adv .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 915 | 10,75 | 4 512 | 21,33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 29 786 | 4,64 | 3 367 | 14,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 215 | 6,56 | 363 | 16,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 380 | 0,38 | 269 | 10,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 230 | 365 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 172 | 30,16 | 713 | 45,60 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2 129 | 241 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 141 778 | 1,32 | 16 025 | 11,01 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 795 | 203 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 128 829 | 159,75 | 14 561 | 184,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 71 953 | 11,08 | 8 133 | 21,68 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 14 278 | 1 614 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 950 | 107 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 33 452 | 13,35 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 340 | 0,31 | 1 056 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 107 | 916 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 17 623 | 2 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 169 543 | 29,83 | 19 164 | 42,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 957 | 1,97 | 899 | 11,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 628 | 130,53 | 297 | 152,99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 596 | 0,68 | 67 | 9,84 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2 301 | 260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14 708 | 1,49 | 1 662 | 11,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 358 | 54,10 | 493 | 69,07 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68 433 | 0,55 | 7 735 | 10,16 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 61 | 7 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 298 | 3,54 | 941 | 15,89 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 450 | 0,16 | 503 | 9,61 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 113 975 | 11,80 | 12 883 | 22,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 344 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 92 841 | 20,04 | 10 489 | 31,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 907 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 93 046 | 7,74 | 10 517 | 18,04 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 807 | 204 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3 606 | 2,27 | 408 | 12,12 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2 628 | 0 | ||||||
| 2025-07-24 | 13F | Conning Inc. | 2 726 | 308 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 587 | 3,86 | 179 | 4,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 | 0 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 277 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 270 | 31 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 188 | 12,38 | 247 | 23,50 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 936 | 10,63 | 219 | 21,11 | ||||
| 2025-08-13 | 13F | ESG Planning | 17 600 | 1 989 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64 516 | 4,11 | 7 292 | 14,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 691 859 | 0,07 | 78 201 | 9,63 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 561 | 63 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 439 | 48,31 | 50 | 63,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 181 | 25,25 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103 | 12 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 37 144 | 0,54 | 4 198 | 10,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 517 | 3,69 | 1 464 | 14,57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 960 | 222 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 519 | 5,90 | 398 | 16,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7 059 | 0,33 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 000 | 113 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 597 | 239,20 | 67 | 272,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 360 | 27,58 | 719 | 39,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 157 | 62,72 | 1 148 | 78,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179 585 | 12,79 | 20 299 | 23,56 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14 549 | 1 681 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 478 | 0,85 | 280 | 10,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 939 | 62,97 | 3 158 | 78,56 |
