Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Value ETF inkluderar Pathstone Holdings, LLC, Code Waechter LLC, Marquette Associates, Inc., Summit Wealth Group Llc / Co, Total Clarity Wealth Management, Inc., St. Louis Trust Co, Buckingham Strategic Partners, Family Wealth Partners, Llc, Colony Group, LLC, Diversified Trust Co, Insight 2811, Inc., StoneX Group Inc., Creative Financial Designs Inc /adv, Atlantic Union Bankshares Corp, Bokf, Na, och Keener Financial Planning LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 74 302 | 229,60 | 6 647 | 251,51 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 5 880 | 20,49 | 503 | 22,98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 3 834 | 328 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 4 273 | 0,09 | 366 | 1,96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 346 | 629 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 159 234 | 35,87 | 13 626 | 38,56 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 2 533 | 217 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22 390 | 1 916 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 5 200 | 96,90 | 446 | 101,36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 174 | 0,58 | 15 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 189 | 927,70 | 187 | 1 000,00 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 105 065 | 4,77 | 8 990 | 6,83 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 16 300 | 1 395 | ||||||
| 2025-07-23 | 13F | Asset Planning Corporation | 123 949 | 14,91 | 10 606 | 17,18 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 20 076 | 1,35 | 1 718 | 3,31 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 38 278 | 3 275 | ||||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 3 942 | 0,20 | 337 | 2,12 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 340 934 | 957,09 | 29 174 | 978,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71 452 | 1,93 | 6 | 20,00 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 964 | 2,53 | 254 | 4,55 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 69 561 | 5 952 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 19 117 | 274,77 | 1 636 | 282,01 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 8 171 | 699 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2 817 | 241 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 47 490 | 5,76 | 4 064 | 7,86 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 3 934 | 15,16 | 337 | 17,48 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 599 | 829,65 | 137 | 878,57 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 56 544 | 10,54 | 5 067 | 26,15 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 21 979 | 30,84 | 1 881 | 33,43 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8 656 | 35,31 | 1 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11 436 | 979 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 10 746 | 17,19 | 920 | 19,51 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 90 596 | 2,16 | 7 752 | 4,18 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 6 377 | 546 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 6 334 | 542 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 3 | 200,00 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 169 780 | 5,15 | 14 528 | 7,23 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 39 | 0 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 3 105 | 0,03 | 266 | 1,92 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 172 189 | 5,12 | 14 734 | 7,20 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 103 387 | 43,49 | 8 847 | 46,31 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8 581 | 0,32 | 734 | 2,37 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 16 331 | 4,25 | 1 397 | 6,32 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101 | 9,78 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 14 055 | 9,93 | 1 256 | 30,16 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 10 185 | 60,49 | 872 | 63,72 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 4 165 | 13,15 | 356 | 15,58 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 891 | 675 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 10 539 | 902 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 4 044 | 0,35 | 346 | 2,37 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 206 | 0,49 | 18 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 495 | 42 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 984 | 1 388,37 | 7 785 | 1 420,51 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 40 904 | 0,00 | 3 500 | 1,98 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 2 297 | 272,29 | 197 | 284,31 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 136 238 | 0,52 | 11 658 | 2,51 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 879 | 246 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 3 062 | 1,09 | 269 | 5,51 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 860 | 0,70 | 74 | 2,82 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7 637 | 14,51 | 653 | 16,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23 641 | 1,35 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 102 | 9 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 50 196 | 325,82 | 4 295 | 334,28 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23 348 | 1 998 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 64 815 | 6 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38 598 | 4,21 | 3 303 | −4,46 | ||||
| 2025-08-12 | 13F | Bokf, Na | 62 | 5 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 919 | 1,60 | 250 | 3,32 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 007 | 0,20 | 86 | 2,38 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 17 564 | 22,89 | 1 503 | 25,27 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 27 780 | 4,02 | 2 377 | 6,12 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 75 000 | 6 418 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 41 557 | 7,87 | 3 556 | 10,02 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 69 170 | 5 919 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 133 | 3,91 | 11 | 10,00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 350 506 | 8,24 | 29 993 | 10,37 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 10 081 | 863 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 3 253 | 0,37 | 278 | 2,58 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 18 127 | 178,79 | 1 551 | 184,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 208 | 18 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 123 166 | 20,01 | 10 539 | 22,38 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 24 815 | 9,65 | 2 123 | 11,80 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | 0 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 926 | 1 870,21 | 79 | 2 533,33 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 924 | 6,95 | 165 | 9,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 792 | 1,22 | 496 | 3,13 |
