Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF inkluderar Jordan Park Group LLC, Gotham Asset Management, LLC, Francis Financial, Inc., Quantum Capital Management, LLC / NJ, Brio Consultants, LLC, Glenmede Investment Management, LP, Main Street Financial Solutions, LLC, Williams & Novak, LLC, Midwest Trust Co, Monograph Wealth Advisors, Llc, Callan Family Office, LLC, Skopos Labs, Inc., W Advisors, Llc, XY Planning Network, Inc., Congress Wealth Management LLC / DE /, Private Management Group Inc, Grimes & Company, Inc., Wbi Investments, Inc., Outlook Wealth Advisors, LLC, och Matauro, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 105 | 0,10 | 591 | 10,88 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2 760 | 775 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1 025 | 288 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 1 377 | 387 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 663 | 1,53 | 467 | 12,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 155 | 0,94 | 1 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 834 | 234 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 280 | 0,31 | 360 | 10,80 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 25 031 | 0,02 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 446 | 0,29 | 1 530 | 10,96 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 278 | 78 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 880 | 1 932 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 68 468 | 6 113,07 | 19 230 | 6 792,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 479 | 2 943 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 905 | 0,22 | 254 | 10,92 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 8 377 | 2 353 | 604,19 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35 325 | 159,53 | 9 921 | 187,15 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 297 817 | 0,01 | 83 645 | 10,65 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 1 646 | 462 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 103 008 | 29,75 | 28 931 | 43,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 289 764 | 7,76 | 81 383 | 19,22 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 544 | 434 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 140 494 | 0,22 | 39 459 | 10,87 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 8 985 | 23,34 | 2 523 | 36,45 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20 049 | 5 631 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 125 | 0,81 | 35 | 12,90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 182 | 30,00 | 51 | 45,71 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 92 406 | 80,04 | 25 953 | 99,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 9 354 | 2 627 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 011 | 1 688 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5 516 | 1 549 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 520 090 | 106,01 | 146 072 | 127,92 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 919 | 258 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 19 041 | 0,74 | 5 348 | 11,44 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 2 466 | 0,28 | 693 | 10,90 | ||||
| 2025-07-28 | NP | VCGAX - Growth & Income Fund | 53 023 | 2 842,45 | 14 211 | 2 818,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 67 038 | 137,59 | 18 736 | 162,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 221 773 | 0,01 | 62 287 | 10,65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 171 | 10,32 | 48 | 20,51 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 855 | 521 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2 464 | 1 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 86 323 | 24 245 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 983 | 4,58 | 2 523 | 15,69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 105 | 5,88 | 2 276 | 17,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 778 | 7,13 | 780 | 18,54 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 909 | 12,78 | 255 | 25,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 97 062 | 0,67 | 27 261 | 11,37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 377 | 583,45 | 3 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1 534 | 0,26 | 431 | 5,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 460 | 410 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 369 | 6,71 | 665 | 18,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22 553 | 1,28 | 6 334 | 14,66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 216 413 | 3 660,43 | 60 782 | 4 063,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 935 | 0,11 | 263 | 10,55 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 202 | 8,78 | 338 | 20,36 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 36 927 | 7,82 | 10 371 | 19,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 406 | 0,04 | 676 | 10,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 574 | 2 689 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 401 | 5,66 | 394 | 16,96 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 892 | 3,16 | 531 | 14,19 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 67 202 | 8,20 | 18 874 | 19,71 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 215 | 60 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 437 | 20,20 | 18 379 | 32,99 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 64 771 | 2,97 | 18 192 | 13,92 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 741 | 208 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 151 668 | 7,79 | 42 597 | 19,26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 735 | 206 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 88 151 | 6,70 | 24 758 | 18,05 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 786 779 | 1,95 | 220 974 | 12,78 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 28 101 | 0,09 | 7 893 | 10,73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 574 | 1,68 | 458 | 13,68 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 823 | 231 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 526 | 3 079,17 | 429 | 3 466,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 805 | 0,12 | 226 | 10,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 073 | 2,68 | 301 | 13,58 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 2 163 | 1,17 | 608 | 11,99 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 325 | 6,00 | 372 | 17,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 31 | 3,33 | 9 | 14,29 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 109 | 1,49 | 2 277 | 12,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 92 004 | 17,94 | 26 | 31,58 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 392 | 1,72 | 1 514 | 12,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41 589 | 0,74 | 11 681 | 11,45 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 67 658 | 6,63 | 19 002 | 17,97 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 425 | 23,91 | 400 | 37,46 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 362 | 0,04 | 1 553 | 15,82 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 952 | 3,38 | 1 391 | 14,40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 128 271 | 26,95 | 316 886 | 40,46 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 16 051 | 4 508 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 789 235 | 0,86 | 221 665 | 11,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 222 | 0,45 | 62 | 10,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 323 | 9,04 | 3 180 | 20,64 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 392 | 24,05 | 110 | 37,50 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3 480 | 1,16 | 977 | 11,91 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7 708 | 2 165 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 115 | 32 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 973 | 0,21 | 273 | 10,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 486 | 136 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 9 710 | 2,65 | 2 727 | 13,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 254 | 122,81 | 71 | 153,57 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 31 743 | 2,07 | 8 915 | 12,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 230 | 7 566,67 | 65 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 34 268 | 7,04 | 9 625 | 18,42 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 246 576 | 34,91 | 69 253 | 49,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 642 | 1,80 | 461 | 12,71 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 62 725 | 8,64 | 18 | 21,43 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23 279 | 14,72 | 6 538 | 26,93 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 784 | 220 | 5,26 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1 574 | 30,08 | 442 | 43,97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11 689 | 7,53 | 3 283 | 18,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47 003 | 5,06 | 13 201 | 16,24 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 748 | 210 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 146 | 786,60 | 2 007 | 883,82 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 1 904 | 19,52 | 535 | 32,18 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 17 627 | 1,11 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 876 | 0,81 | 246 | 11,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 997 | 1,22 | 1 123 | 11,98 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4 586 | 1 288 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 100 | 28 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 36 523 | 1,03 | 10 258 | 11,77 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 118 | 0,36 | 314 | 10,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 045 | 0,59 | 574 | 11,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8 813 | 17,60 | 2 475 | 30,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44 213 | 4,26 | 12 418 | 15,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 209 360 | 66,16 | 59 113 | 90,60 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 794 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 269 | 0,22 | 654 | 13,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 117 588 | 5,41 | 33 026 | 16,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 104 724 | 0,83 | 29 413 | 11,55 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 1 840 | 517 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 33 134 | 12,39 | 9 306 | 24,35 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 735 | 54,92 | 2 172 | 71,43 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 4 576 | 0,99 | 1 285 | 11,74 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 20 360 | 18,31 | 5 719 | 30,91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 010 | 91,80 | 2 812 | 112,31 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 5 828 | 143,04 | 1 637 | 169,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 264 550 | 34,28 | 74 302 | 48,56 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8 965 | 12,55 | 2 518 | 24,48 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 17 | 5 | ||||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 164 904 | 1,56 | 46 315 | 12,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 596 | 112,50 | 3 818 | 135,10 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2 | 100,00 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 52 246 | 6,13 | 15 | 16,67 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 25 | 7 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 350 | 98 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 416 572 | 5,59 | 116 998 | 16,82 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 34 346 | 0,03 | 9 646 | 10,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 877 | 246 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 3 726 | 71,78 | 1 047 | 90,18 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 238 | 412,02 | 1 471 | 467,95 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 58 129 | 11,57 | 16 326 | 23,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 752 | 7,43 | 211 | 19,21 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 59 646 | 18,65 | 16 752 | 31,27 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 076 | 0,59 | 864 | 11,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 279 250 | 14,86 | 78 430 | 27,08 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 844 | 237 | ||||||
| 2025-07-21 | 13F | Matauro, Llc | 736 | 207 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 785 817 | 16,65 | 220 705 | 29,06 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 820 | 97,62 | 2 477 | 118,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28 914 | 18,48 | 8 | 33,33 |
