Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF inkluderar Goodman Financial Corp, Aqr Capital Management Llc, Heritage Wealth Advisors, Evensky & Katz LLC, SYM FINANCIAL Corp, Plante Moran Financial Advisors, LLC, och Bokf, Na .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 296 014 | 16,21 | 28 261 | 20,54 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 656 | 70,62 | 540 | 76,72 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35 779 | 44,57 | 3 534 | 55,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 43 911 | 1,64 | 4 192 | 5,43 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 168 972 | 0,31 | 16 132 | 4,04 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 119 380 | 0,83 | 11 397 | 4,59 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 521 | 1,25 | 432 | 4,87 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 13 491 | 0,16 | 1 288 | 3,87 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 5 639 | 538 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 120 | 11 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 312 | 221 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2 733 | 19,08 | 261 | 23,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24 367 | 36,59 | 2 326 | 41,66 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 387 | 1,57 | 37 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Rockland Trust Co | 812 321 | 1,46 | 77 552 | 5,24 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 015 | 57,79 | 574 | 64,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 039 | 120,91 | 498 | 148,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 629 | 2 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 931 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 9 989 | 0,10 | 954 | 3,81 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 698 | 16,88 | 560 | 34,70 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 825 | 0,74 | 652 | 4,49 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 5 266 | 16,87 | 503 | 21,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 107 148 | 3,79 | 10 229 | 7,65 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 10 101 | 10,24 | 964 | 14,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 922 | 18,28 | 374 | 22,62 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 729 | 2,68 | 3 411 | 6,89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 877 | 615,50 | 11 922 | 642,28 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 958 | 3,79 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 919 | 183 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 178 | 17 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 448 | 100,00 | 43 | 110,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 975 | 189 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73 517 | 4,26 | 7 019 | 8,14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 130 | 12 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 233 | 18,04 | 309 | 22,22 | ||||
| 2025-08-12 | 13F | Bokf, Na | 120 | 11 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 264 | 169,04 | 693 | 179,44 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 691 | 9,07 | 448 | 13,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 288 | 2,83 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 866 336 | 0,48 | 82 709 | 4,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24 404 | 2,48 | 2 330 | 6,30 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 731 | 0,14 | 70 | 2,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57 366 | 1 572,48 | 5 477 | 1 638,41 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 466 | 91,38 | 140 | 98,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 271 | 109,34 | 1 076 | 117,37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 740 | 1 503 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 549 | 243 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 131 347 | 31,58 | 12 540 | 36,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 7 387 | 1 | ||||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 4 628 | 27,35 | 446 | 33,23 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 469 | 3,38 | 140 | 7,69 |
