Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF includono Trust Point Inc., GHP Investment Advisors, Inc., Veratis Advisors, Inc., Regal Investment Advisors LLC, Genesis Financial Group, LLC, Claris Financial LLC, Vanguard Advisers Inc, PlanVest Financial, Inc, Farther Finance Advisors, LLC, Keating Financial Advisory Services, Inc., e SageView Advisory Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Claris Financial LLC | 2.000 | 204 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.061 | 25,61 | 312 | 26,83 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.541 | 157 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 472 | 48 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2.561 | 279 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 641.623 | 65.414 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35 | 118,75 | 4 | 200,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 805 | 82 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2.104 | 215 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1.363 | 89,31 | 139 | 91,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 28.568 | 3,82 | 2.845 | 2,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 899 | 1,24 | 91 | 1,12 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10.379 | 1.058 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 108.223 | 5,21 | 11.033 | 6,19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 28.666 | 2.922 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 2.210 | 4,44 | 225 | 5,63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 4.081 | 1,54 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.756 | 383 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 18.352 | 20,07 | 1.854 | 20,32 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 10.380 | 4,35 | 1.058 | 5,38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.023 | 0,99 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.802 | 2,07 | 388 | 2,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 378.657 | 14,63 | 38.604 | 15,70 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5.609 | 572 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 20.228 | 978,25 | 2.062 | 991,01 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 418 | 109,00 | 43 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 130 | 13 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 15.121 | 1,45 | 1.542 | 2,39 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 815.334 | 0,52 | 83.123 | 1,46 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 4.708 | 480 | ||||||
| 2026-05-06 | 13F | Goodman Financial Corp | 5.732 | 0,12 | 584 | 1,04 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3.102 | 14,13 | 316 | 15,33 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 3.072 | 4,03 | 313 | 5,03 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9.404 | 60,61 | 959 | 62,10 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.299 | 0,13 | 540 | 1,12 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2.178 | 222 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 8.349 | 9,15 | 851 | 10,23 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 84.045 | 19,50 | 8.568 | 20,61 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 18.343 | 11,53 | 1.870 | 12,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 13.149 | 5,41 | 1.341 | 6,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 121.596 | 4,51 | 12.397 | 5,48 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 82.055 | 2,71 | 8.365 | 3,67 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.708 | 44,87 | 1.370 | 43,35 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5.757 | 2,42 | 587 | 3,35 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 162 | 17 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2.528 | 258 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.786 | 2,88 | 1.609 | 3,87 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.465 | 37,39 | 353 | 38,98 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2.045 | 208 | ||||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 174.434 | 1,24 | 17.784 | 2,18 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 89.162 | 18,02 | 9.090 | 19,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.047 | 1.432 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.547 | 12,61 | 464 | 13,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 76.040 | 2,11 | 7.752 | 3,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158.534 | 5,15 | 16.163 | 6,13 |
