Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF includono Starr Indemnity & Liability Co, C V Starr & Co Inc, Valpey Financial Services, LLC, Evoke Wealth, Llc, Tribridge Partners Financial LLC, Mercer Global Advisors Inc /adv, STAR Financial Bank, Glenmede Investment Management, LP, Tandem Investment Partners LLC, Skopos Labs, Inc., Sierra Capital LLC, Alaethes Wealth LLC, Mount Yale Investment Advisors, LLC, Harbor Asset Planning, Inc., e Transce3nd, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 4.461 | 3,55 | 468 | 10,12 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43.965 | 1,05 | 4.615 | 7,48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3.813 | 9,82 | 400 | 16,96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24.588 | 370,13 | 2.619 | 407,56 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2.930 | 2,45 | 308 | 8,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 42.467 | 7,00 | 4.458 | 13,81 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 5.910 | 620 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 4.000 | 420 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 5.014 | 526 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8.562 | 52,87 | 899 | 62,68 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8.909 | 0,30 | 935 | 6,74 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 539.465 | 41,68 | 57 | 51,35 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 38.325 | 3,07 | 4.023 | 9,62 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 59.944 | 1.249,18 | 6.293 | 1.336,53 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2.995 | 0,34 | 323 | 9,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5.264 | 9,83 | 553 | 16,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3.818 | 64,14 | 401 | 74,67 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 2.610 | 0,27 | 274 | 6,64 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1.934 | 203 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 27.167 | 14,71 | 2.852 | 21,99 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 2.002 | 210 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 2.918 | 0,34 | 306 | 6,62 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 115.106 | 7,83 | 12.092 | 14,71 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2.031 | 0,05 | 213 | 6,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3.413 | 260,02 | 358 | 284,95 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6.774 | 3,21 | 711 | 9,89 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 44.011 | 15,24 | 4.620 | 22,58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 982.542 | 14,94 | 103.147 | 22,26 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 207 | -0,48 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1.968 | 207 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2.370 | 0,38 | 249 | 6,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38.230 | 0,21 | 4.013 | 6,59 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1.496.468 | 75,38 | 157.099 | 86,54 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 10.790 | 7,61 | 1.133 | 14,46 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 2.466 | 8,87 | 259 | 15,70 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3.325 | 0,24 | 349 | 6,73 | ||||
| 2025-09-03 | 13F | American Trust | 4.417 | 464 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2.094 | 207,94 | 220 | 226,87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 114.281 | 6,38 | 11.997 | 13,15 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 7.076 | 7,34 | 743 | 14,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 23.914 | 104,43 | 2.527 | 119,36 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20.595 | 2.162 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4.898 | 70,72 | 514 | 81,63 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 401 | 0,25 | 42 | 7,69 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 3.090 | 0,82 | 324 | 7,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41.760 | 10,33 | 4.384 | 17,35 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 5.515 | 0,16 | 579 | 6,45 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 36.710 | 6,62 | 3.854 | 13,39 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2.841 | 3,05 | 298 | 9,56 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2.283 | 0,31 | 240 | 6,70 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 71 | 7 | ||||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 1.938 | 203 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4.573 | 0,02 | 480 | 6,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.041 | 83,54 | 214 | 96,33 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 140.767 | 6,49 | 14.778 | 13,26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 8 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 131.296 | 17,27 | 13.783 | 24,73 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 13.701 | 1.438 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 313.532 | 1,75 | 32.915 | 8,23 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 32.184 | 270,48 | 3.379 | 294,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20.940 | 2,11 | 2.198 | 8,60 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 271 | 0,74 | 28 | 7,69 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4.132 | 9,40 | 434 | 16,40 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2.313 | 243 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 129 | 67,53 | 14 | 85,71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 534.247 | 9,84 | 56.085 | 16,82 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 8.094 | 46,00 | 850 | 55,21 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 110 | 92,98 | 12 | 120,00 | ||||
| 2025-07-16 | 13F | First American Bank | 35.170 | 0,91 | 3.692 | 7,36 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 229.277 | 16,99 | 24.070 | 24,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 253 | 96,12 | 27 | 116,67 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 43.530 | 212,72 | 1.491 | 8,52 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 60.790 | 1.064,34 | 6.382 | 1.139,03 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 378 | 53,66 | 40 | 62,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 256.737 | 1,86 | 26.952 | 8,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Asset Planning Corporation | 76.785 | 27,36 | 8.061 | 35,46 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 77.565 | 9,69 | 8.143 | 16,66 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 15.134 | 7,46 | 1.589 | 14,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2.745 | 3,31 | 288 | 9,92 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 3.982 | 13,87 | 418 | 20,87 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5.133 | 0,14 | 539 | 6,53 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 36.003 | 1,21 | 3.780 | 4,54 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 9.305 | 10,75 | 977 | 17,73 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 149.772 | 0,07 | 16 | 7,14 | ||||
| 2025-08-08 | 13F | C V Starr & Co Inc | 227.427 | 23.875 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 9.871 | 0,04 | 1.036 | 6,47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 204.205 | 8,83 | 21.430 | 15,47 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5.176 | 8,13 | 543 | 15,04 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 7.133 | 749 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7.623 | 1,13 | 800 | 7,53 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2.043 | 0 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3.233 | 98,34 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63.252 | 8,58 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11.017 | 1.157 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13.059 | 1,03 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 15.630 | 16,49 | 1.641 | 23,87 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 269 | 0,37 | 28 | 7,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1.459 | 20,58 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 71.080 | 5,28 | 7.462 | 11,99 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 28.980 | 1,35 | 3.042 | 7,80 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 3.125 | 328 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 12.675 | 472,49 | 1.331 | 510,09 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 405 | 43 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 8.077 | 848 | ||||||
| 2025-07-17 | 13F | Coastline Trust Co | 35.673 | 24,74 | 3.745 | 32,67 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2.183 | 0,37 | 229 | 7,01 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 3.615 | 379 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 968.679 | 6,42 | 101.692 | 13,20 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2.000 | 210 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22.856 | 1,83 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Eq Llc | 23.745 | 6,74 | 2.493 | 13,53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 4.684 | 3,42 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4.197 | 4,56 | 453 | 16,80 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 5.924 | 1 | ||||||
| 2025-08-08 | 13F | Starr Indemnity & Liability Co | 364.098 | 38.223 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7.038 | 1,73 | 739 | 8,21 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 106.816 | 4,28 | 11 | 10,00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6.072 | 3,87 | 637 | 10,59 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 557 | 58 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 376 | 7,43 | 39 | 14,71 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 8.188 | 43,17 | 860 | 52,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 32.161 | 15,90 | 3.376 | 23,30 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 80.608 | 3,70 | 8.462 | 10,30 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 297.844 | 1,92 | 31.268 | 8,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9.314 | 1,60 | 978 | 8,08 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3.350 | 7,51 | 352 | 14,33 |
