Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard World Fund - Vanguard ESG International Stock ETF inkluderar Miracle Mile Advisors, LLC, Orser Capital Management, Llc, Fiduciary Wealth Partners, LLC, Savant Capital, LLC, Beacon Investment Advisory Services, Inc., Gemmer Asset Management LLC, Thrivent Financial For Lutherans, Glenmede Investment Management, LP, Tribridge Partners Financial LLC, Midwest Trust Co, First Pacific Financial, Myecfo, Llc, FC Advisory LLC, Charter Capital Management, LLC\DE, Csenge Advisory Group, Zevin Asset Management Llc, Armstrong Advisory Group, Inc, Strategic Wealth Partners, Ltd., Trust Co Of Vermont, och Sound Income Strategies, 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.
Uppgradera för att låsa upp premiumdata.
Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 44 986 | 3,42 | 3 | 0,00 | ||||
2025-07-15 | 13F | Bfsg, Llc | 41 322 | 4,29 | 2 707 | 15,84 | ||||
2025-08-13 | 13F | KilterHowling LLC | 5 406 | 0,73 | 354 | 7,93 | ||||
2025-08-07 | 13F | Davis R M Inc | 36 122 | 1,44 | 2 366 | 12,62 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 40 663 | 26,15 | 2 663 | 40,08 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 4 550 | 2,25 | 298 | 13,74 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 8 827 | 0,98 | 578 | 12,23 | ||||
2025-07-29 | 13F | Northeast Investment Management | 3 481 | 228 | ||||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 28 519 | 1,36 | 1 868 | 12,54 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 161 | 11 | ||||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 7 038 | 0,59 | 461 | 11,65 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 11 265 | 0,36 | 1 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12 482 | 22,41 | 818 | 35,26 | ||||
2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 39 331 | 8,75 | 2 576 | 24,38 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 2 659 | 0,04 | 174 | 11,54 | ||||
2025-08-14 | 13F | Graney & King, LLC | 621 | 0,32 | 41 | 11,11 | ||||
2025-07-17 | 13F | Refined Wealth Management | 243 425 | 0,73 | 15 944 | 11,87 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 382 | 0,26 | 25 | 19,05 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 153 683 | 185,78 | 10 | 233,33 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 213 | 0,95 | 14 | 8,33 | ||||
2025-08-08 | 13F | Firestone Capital Management | 3 713 | 243 | ||||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 3 113 | 2,20 | 204 | 13,41 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 43 107 | 2,81 | 2 819 | 10,85 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 7 719 | 506 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 101 409 | 10,69 | 6 620 | 21,94 | ||||
2025-08-07 | 13F | Prime Buchholz LLC | 260 500 | 20,31 | 17 063 | 33,61 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 365 833 | 7,24 | 23 962 | 19,10 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 9 926 | 14,92 | 585 | 19,63 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 795 | 18,89 | 314 | 32,49 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 17 174 | 1 125 | ||||||
2025-07-16 | 13F | Newton One Investments LLC | 269 | 1,13 | 18 | 13,33 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 112 972 | 4,39 | 7 400 | 15,92 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 36 470 | 2 389 | ||||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 7 186 | 10,78 | 471 | 23,04 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13 632 | 120,33 | 893 | 145,05 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 86 334 | 0,12 | 5 655 | 11,19 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 17 883 | 0,57 | 1 200 | 9,50 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 17 630 | 52,35 | 1 155 | 69,21 | ||||
2025-08-14 | 13F | Mariner, LLC | 144 380 | 8,18 | 9 457 | 20,14 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 20 | 5,26 | 1 | 0,00 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 628 | 78,89 | 434 | 99,08 | ||||
2025-08-12 | 13F | LPL Financial LLC | 118 257 | 1,32 | 7 746 | 12,52 | ||||
2025-08-14 | 13F | Dagco, Inc. | 428 | 0,94 | 28 | 12,00 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 26 110 | 1 710 | ||||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 8 937 | 585 | ||||||
2025-07-22 | 13F | DT Investment Partners, LLC | 739 | 46,63 | 48 | 65,52 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 283 | 215 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 17 860 | 2,18 | 1 170 | 13,50 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 11 973 | 73,20 | 784 | 92,63 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 7 044 | 15,53 | 461 | 28,41 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 91 966 | 6 024 | ||||||
2025-07-22 | 13F | Ervin Investment Management, LLC | 3 668 | 240 | ||||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 4 683 | 34,57 | 307 | 49,27 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 6 317 | 414 | ||||||
2025-07-21 | 13F | Family CFO Inc | 17 585 | 0,01 | 1 152 | 10,99 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 72 330 | 4 738 | ||||||
2025-08-06 | 13F | Zevin Asset Management Llc | 3 098 | 0 | ||||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 1 635 | 1,36 | 107 | 12,63 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 9 236 | 6,95 | 605 | 18,66 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 13 643 | 42,63 | 894 | 58,33 | ||||
2025-07-14 | 13F | Northland Capital Management LLC | 21 551 | 8,63 | 1 412 | 20,60 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 151 | 10 | ||||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 6 936 | 5,68 | 454 | 17,31 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 32 301 | 0,09 | 2 116 | 11,14 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 148 797 | 5,19 | 9 746 | 16,83 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 222 | 7,01 | 342 | 19,16 | ||||
2025-08-12 | 13F | MAI Capital Management | 209 | 40,27 | 14 | 62,50 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 816 012 | 32,18 | 53 518 | 46,98 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 074 | 1,82 | 136 | 12,50 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 22 636 | 101,69 | 1 483 | 124,21 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 877 | 2,79 | 123 | 14,02 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 14 473 | 12,56 | 948 | |||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 118 | 8 | ||||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 31 308 | 4,21 | 2 051 | 15,75 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 73 695 | 9,66 | 4 827 | 21,80 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 6 769 | 7,98 | 443 | 20,05 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 81 304 | 1,13 | 5 325 | 12,32 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 25 | 2 400,00 | 2 | 0,00 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 100 429 | 0,50 | 7 | 20,00 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 35 941 | 0,98 | 2 354 | 12,15 | ||||
2025-08-11 | 13F | Citigroup Inc | 900 | 78,93 | 59 | 100,00 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 72 073 | 23,29 | 4 721 | 36,93 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 119 042 | 4,75 | 7 840 | 16,98 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6 188 | 0,08 | 405 | 11,26 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 127 552 | 0,38 | 8 355 | 11,48 | ||||
2025-07-15 | 13F | Charter Capital Management, LLC\DE | 3 280 | 215 | ||||||
2025-07-25 | 13F | NorthRock Partners, LLC | 41 | 2,50 | 3 | 0,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 43 609 | 334,05 | 2 856 | 382,43 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 16 820 | 1 102 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Vanguard Group Inc | 3 624 957 | 2,22 | 237 435 | 13,52 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 308 | 0,33 | 20 | 11,11 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 6 305 | 59,38 | 413 | 76,82 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3 423 | 0,26 | 224 | 11,44 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 9 070 | 15,23 | 1 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 8 397 | 1 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 7 050 | 462 | ||||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 800 | 4,54 | 224 | 11 100,00 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 040 | 68 | ||||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5 677 | 372 | ||||||
2025-08-06 | 13F | Csenge Advisory Group | 3 234 | 206 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 70 549 | 4 621 | ||||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3 710 | 0,22 | 243 | 11,47 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5 564 | 18,36 | 364 | 31,41 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 928 | 519 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 6 224 | 14,86 | 408 | 27,19 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 234 285 | 1,39 | 15 | 15,38 | ||||
2025-07-21 | 13F | 25 Llc | 4 077 | 267 | ||||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 14 153 | 191,57 | 927 | 224,13 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 506 060 | 273,55 | 98 647 | 314,85 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 15 634 | 1,65 | 1 027 | 17,26 | ||||
2025-08-11 | 13F | Anb Bank | 10 467 | 1,61 | 686 | 12,85 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 10 987 | 7,80 | 730 | 21,30 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 11 545 | 5,25 | 756 | 21,74 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 641 | 42 | ||||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 292 | 2,41 | 281 | 13,77 | ||||
2025-07-18 | 13F | First Pacific Financial | 5 948 | 390 | ||||||
2025-07-28 | 13F | Boston Trust Walden Corp | 262 144 | 11,14 | 17 170 | 23,42 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 956 | 0,96 | 194 | 12,21 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 864 | 0,99 | 188 | 11,98 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 539 | 0,75 | 35 | 12,90 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 072 | 332 | ||||||
2025-08-01 | 13F | Facet Wealth, Inc. | 301 167 | 2,59 | 19 513 | 6,76 | ||||
2025-08-08 | 13F | Creative Planning | 1 316 871 | 0,33 | 86 255 | 11,42 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 661 | 51,83 | 109 | 68,75 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 302 740 | 32,54 | 19 829 | 47,20 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 497 | 954,23 | 98 | 1 125,00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 16 264 | 26,92 | 1 065 | 41,06 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 190 339 | 1,34 | 12 467 | 12,54 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 606 | 5,76 | 40 | 18,18 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 12 541 | 0,99 | 821 | 5,94 | ||||
2025-07-11 | 13F | Myecfo, Llc | 3 700 | 242 | ||||||
2025-07-25 | 13F | Cwm, Llc | 11 706 | 0,61 | 1 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 105 | 7 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 7 651 | 78,39 | 1 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 4 366 | 16,77 | 286 | 29,55 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 903 | 11,34 | 59 | 25,53 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 | 1 | ||||||
2025-08-13 | 13F | Haverford Trust Co | 41 571 | 18,93 | 2 723 | 32,07 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 1 719 | 1,06 | 113 | 12,00 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 16 432 | 1 076 | ||||||
2025-07-25 | 13F | Gordian Advisors LLC | 4 160 | 6,39 | 272 | 18,26 | ||||
2025-08-13 | 13F | Farnam Financial LLC | 8 157 | 114,66 | 534 | 138,39 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 5 055 | 5,60 | 331 | 17,38 | ||||
2025-08-14 | 13F | Headinvest, Llc | 18 214 | 33,49 | 1 193 | 48,38 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 16 899 | 2,00 | 1 107 | 13,20 | ||||
2025-07-14 | 13F | Abound Wealth Management | 2 026 | 0,35 | 133 | 10,92 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 555 459 | 4,93 | 36 383 | 16,53 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 161 553 | 0,42 | 10 582 | 11,52 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 22 742 | 25,49 | 1 511 | 41,39 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 3 352 | 220 | ||||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 822 | 54 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 10 950 | 9,50 | 1 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 54 022 | 38,29 | 3 538 | 53,63 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 5 688 | 8,28 | 373 | 20,39 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 102 660 | 152,34 | 6 724 | 180,28 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 22 824 | 0,25 | 1 495 | 11,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 10 107 | 1 210,89 | 662 | 1 371,11 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 150 | 10 | ||||||
2025-07-23 | 13F | Hardy Reed LLC | 20 182 | 3,89 | 1 322 | 15,37 | ||||
2025-07-15 | 13F | Well Done, LLC | 15 029 | 13,00 | 984 | 30,50 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 15 937 | 12,15 | 1 044 | 24,46 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 3 804 | 3,29 | 249 | 14,75 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 456 580 | 6,56 | 29 906 | 18,34 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 23 692 | 4,45 | 1 552 | 16,01 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 70 807 | 34,83 | 4 638 | 49,73 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 35 753 | 0,81 | 2 342 | 11,96 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 950 | 0,21 | 62 | 12,73 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 7 138 | 0 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 535 | 10,96 | 297 | 23,24 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 18 204 | 1,89 | 1 074 | 5,92 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 94 441 | 5,43 | 6 186 | 17,07 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 271 542 | 0,49 | 17 786 | 11,60 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 150 935 | 25,38 | 9 886 | 39,24 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 635 | 42 | ||||||
2025-07-15 | 13F | Five Pine Wealth Management | 4 259 | 0,97 | 279 | 12,10 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 3 661 | 9,45 | 0 | |||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 6 006 | 6,49 | 393 | 18,37 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 873 | 170,57 | 319 | 200,94 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 5 513 | 0,07 | 361 | 10,74 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 9 200 | 603 | ||||||
2025-08-07 | 13F | Tfo-tdc, Llc | 11 604 | 0,98 | 760 | 12,26 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 352 | 220 | ||||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75 283 | 3,79 | 4 931 | 15,26 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 835 | 4,91 | 448 | 16,41 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 38 907 | 9,55 | 2 548 | 21,68 | ||||
2025-08-14 | 13F | FC Advisory LLC | 3 509 | 230 | ||||||
2025-07-15 | 13F | Farrell Financial LLC | 81 715 | 1,19 | 5 352 | 12,39 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 15 200 | 9,36 | 996 | 21,49 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 112 664 | 0,14 | 7 379 | 11,21 |