Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF inkluderar Centric Wealth Management, Mission Wealth Management, Lp, Nyl Investors Llc, Financial Engines Advisors L.L.C., Arkadios Wealth Advisors, Buckingham Strategic Partners, Rodgers & Associates, LTD, Cornerstone Management, Inc., CI Private Wealth, LLC, Tranquility Partners, LLC, SRS Capital Advisors, Inc., och Pacifica Partners Inc. .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Rodgers & Associates, LTD | 1 142 | 238 | ||||||
2025-07-14 | 13F | Pacifica Partners Inc. | 17 | 4 | ||||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 71 948 | 20,03 | 14 999 | 34,26 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 192 | 2 300,00 | 40 | 3 900,00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 527 | 3,13 | 7 198 | 15,36 | ||||
2025-08-12 | 13F | Centric Wealth Management | 17 968 | 3 822 | ||||||
2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 131 410 | 7,28 | 27 395 | 20,01 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 1 397 | 291 | ||||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1 250 | 261 | ||||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 3 426 | 0,74 | 714 | 12,80 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 654 | 9,36 | 136 | 22,52 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 5 073 | 11,23 | 1 058 | 24,50 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 149 | 31 | ||||||
2025-08-15 | 13F | Morgan Stanley | 123 166 | 39,27 | 25 677 | 55,80 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 17 126 | 59,13 | 3 570 | 78,05 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 41 359 | 20,12 | 8 622 | 34,38 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 17 439 | 6,96 | 3 635 | 19,61 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 62 765 | 0,15 | 13 085 | 12,03 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 10 765 | 14,50 | 2 244 | 28,08 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 5 570 | 142,70 | 1 161 | 171,90 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 1 130 | 236 | ||||||
2025-08-08 | 13F | Creative Planning | 13 875 | 35,34 | 2 893 | 51,41 | ||||
2025-08-13 | 13F | Nyl Investors Llc | 5 311 | 1 107 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 3 000 | 100,00 | 625 | 124,01 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 58 995 | 35,08 | 12 299 | 51,10 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 10 408 | 14,58 | 2 170 | 28,19 | ||||
2025-07-18 | 13F | Truist Financial Corp | 18 999 | 14,21 | 3 961 | 27,74 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 2 030 | 424 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 806 | 27,31 | 585 | 42,44 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 5 204 | 52,30 | 1 085 | 70,44 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 415 | 1,78 | 1 754 | 13,90 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56 954 | 0,76 | 11 880 | 12,70 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 443 | 0,03 | 718 | 11,86 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 933 | 50,24 | 194 | 67,24 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 18 040 | 14,25 | 3 761 | 27,80 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 6 179 | 4,57 | 1 288 | 16,98 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 1 374 | 0,07 | 287 | 12,16 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 671 | 765 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 989 | 0,17 | 646 | 15,15 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 1 827 | 53,79 | 0 | |||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 15 713 | 3,65 | 3 276 | 15,93 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 42 126 | 4,14 | 8 782 | 16,50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 278 | 118,84 | 266 | 148,60 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 39 883 | 0,21 | 8 314 | 12,11 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 245 | 0,16 | 260 | 12,12 | ||||
2025-08-07 | 13F | Commerce Bank | 14 253 | 0,66 | 2 971 | 12,62 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 939 | 7,49 | 2 489 | 20,25 | ||||
2025-08-04 | 13F | Assetmark, Inc | 132 373 | 4,18 | 27 596 | 16,54 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 66 843 | 6,66 | 13 933 | 19,47 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 1 003 | 209 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 1 015 | 212 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 019 | 212 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 824 | 0,12 | 172 | 11,76 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 625 | 12,43 | 2 215 | 25,78 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 4 564 | 1,78 | 951 | 13,89 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 23 439 | 3,25 | 4 886 | 15,51 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 528 | 7,98 | 110 | 20,88 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 628 | 6,05 | 1 590 | 18,66 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 5 600 | 4,38 | 1 | 0,00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 1 654 | 345 | ||||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 9 426 | 3,39 | 1 965 | 15,66 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 2 018 | 0,15 | 421 | 12,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 609 | 1,39 | 335 | 13,56 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 39 381 | 9,28 | 8 210 | 22,25 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 4 434 | 69,89 | 924 | 90,12 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 15 705 | 1,88 | 3 274 | 14,00 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 17 030 | 7,34 | 3 550 | 20,09 | ||||
2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 157 | 0,19 | 450 | 11,97 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 048 | 104 700,00 | 218 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 769 | 1,12 | 3 287 | 13,11 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 3 830 | 14,84 | 797 | 26,95 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 182 956 | 6,04 | 38 141 | 18,62 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 212 | 20 748,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 13 251 | 191,55 | 2 763 | 226,48 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 085 | 0,26 | 646 | 17,88 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8 374 | 5,95 | 2 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13 769 | 2 870 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 6 180 | 1 288 | ||||||
2025-08-14 | 13F | Mariner, LLC | 2 868 | 150,26 | 598 | 180,28 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 824 | 0,12 | 172 | 11,76 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7 460 | 8,45 | 1 555 | 21,39 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 2 921 | 609 |