Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF includono ESG Planning, Drucker Wealth 3.0, LLC, Goodman Financial Corp, Gts Securities Llc, Conning Inc., Sierra Capital LLC, Hrt Financial Lp, Insight 2811, Inc., Dynamic Advisor Solutions LLC, Parallel Advisors, LLC, Plante Moran Financial Advisors, LLC, Quaker Wealth Management, LLC, Bokf, Na, Financial Network Wealth Advisors LLC, e Creative Financial Designs Inc /adv .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39.915 | 10,75 | 4.512 | 21,33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 29.786 | 4,64 | 3.367 | 14,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.215 | 6,56 | 363 | 16,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2.380 | 0,38 | 269 | 10,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.230 | 365 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6.172 | 30,16 | 713 | 45,60 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2.129 | 241 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 141.778 | 1,32 | 16.025 | 11,01 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1.795 | 203 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 128.829 | 159,75 | 14.561 | 184,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 71.953 | 11,08 | 8.133 | 21,68 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 14.278 | 1.614 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 950 | 107 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 33.452 | 13,35 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9.340 | 0,31 | 1.056 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 8.107 | 916 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 17.623 | 2 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 169.543 | 29,83 | 19.164 | 42,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7.957 | 1,97 | 899 | 11,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2.628 | 130,53 | 297 | 152,99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 596 | 0,68 | 67 | 9,84 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2.301 | 260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14.708 | 1,49 | 1.662 | 11,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4.358 | 54,10 | 493 | 69,07 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68.433 | 0,55 | 7.735 | 10,16 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 61 | 7 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8.298 | 3,54 | 941 | 15,89 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4.450 | 0,16 | 503 | 9,61 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 113.975 | 11,80 | 12.883 | 22,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2.344 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 92.841 | 20,04 | 10.489 | 31,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1.907 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 93.046 | 7,74 | 10.517 | 18,04 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1.807 | 204 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3.606 | 2,27 | 408 | 12,12 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2.628 | 0 | ||||||
| 2025-07-24 | 13F | Conning Inc. | 2.726 | 308 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1.587 | 3,86 | 179 | 4,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 | 0 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 277 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 270 | 31 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2.188 | 12,38 | 247 | 23,50 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1.936 | 10,63 | 219 | 21,11 | ||||
| 2025-08-13 | 13F | ESG Planning | 17.600 | 1.989 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64.516 | 4,11 | 7.292 | 14,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 691.859 | 0,07 | 78.201 | 9,63 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 561 | 63 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 439 | 48,31 | 50 | 63,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12.181 | 25,25 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103 | 12 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 37.144 | 0,54 | 4.198 | 10,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12.517 | 3,69 | 1.464 | 14,57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1.960 | 222 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3.519 | 5,90 | 398 | 16,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.059 | 0,33 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1.000 | 113 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 597 | 239,20 | 67 | 272,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6.360 | 27,58 | 719 | 39,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.157 | 62,72 | 1.148 | 78,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179.585 | 12,79 | 20.299 | 23,56 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14.549 | 1.681 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2.478 | 0,85 | 280 | 10,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27.939 | 62,97 | 3.158 | 78,56 |
