Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF includono Vanguard Advisers Inc, Owl Creek Wealth Partners LLC, Navigate Wealth Management, LLC, Nicolet Advisory Services, Llc, Vanguard National Trust Co, Concurrent Investment Advisors, LLC, Twin Focus Capital Partners, Llc, Shelton Capital Management, Yarger Wealth Strategies, Llc, CIBC Bancorp USA Inc., Heartland Bank & Trust Co, Vantus Wealth LLC, Independent Wealth Network Inc., Ullmann Financial Group, Inc., Mayflower Financial Advisors, LLC, Osborne Partners Capital Management, Llc, BRYN MAWR TRUST Co, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management, Tiaa-cref Individual & Institutional Services, Llc, e Okabena Investment Services Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 6.066 | 13,49 | 1.790 | 8,35 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 215 | 63 | ||||||
| 2026-04-17 | 13F | Fifth Third Wealth Advisors LLC | 8.740 | 2,07 | 2.579 | -2,53 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 803 | 237 | ||||||
| 2026-04-29 | 13F | Global Strategic Investment Solutions, LLC | 1.025 | 0,20 | 302 | -4,43 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 1.285 | 14,83 | 379 | 9,86 | ||||
| 2026-04-21 | 13F | Red Tortoise LLC | 1.295 | 0,15 | 382 | -4,26 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 330.603 | 15,91 | 106.380 | 20,68 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 5.292 | 13,76 | 1.562 | 8,63 | ||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 25.225 | 7 | ||||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 700 | 207 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 37.395 | 33,03 | 11.043 | 27,09 | ||||
| 2026-04-20 | 13F | Cherrydale Wealth Management, Llc | 73.093 | 9,03 | 21.571 | 4,12 | ||||
| 2026-05-11 | 13F | Jordan Park Group LLC | 407.664 | 8,42 | 120.310 | 3,54 | ||||
| 2026-05-11 | 13F | Wbi Investments, Inc. | 847 | 8,31 | 250 | 3,32 | ||||
| 2026-05-07 | 13F | Arsenal Capital Advisors LLC | 7.723 | 26,36 | 2.279 | 20,71 | ||||
| 2026-04-07 | 13F | Heartwood Wealth Advisors LLC | 146.084 | 4,27 | 43.112 | -0,43 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10.605 | 1,01 | 3.130 | -3,55 | ||||
| 2026-05-12 | 13F | Ellis Investment Partners, LLC | 715 | 6,88 | 211 | 2,43 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 496 | 146 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 488.395 | 5,68 | 144.137 | 0,92 | ||||
| 2026-05-14 | 13F | Gts Securities Llc | 1.772 | 523 | ||||||
| 2026-05-13 | 13F | Anson Capital, Inc. | 4.639 | 0,56 | 1.369 | -3,93 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 2.878 | 849 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 235.834 | 6,57 | 69.599 | 1,77 | ||||
| 2026-05-15 | 13F | Wick Capital Partners, LLC | 3.758 | 22,89 | 1.109 | 17,35 | ||||
| 2026-01-29 | 13F | Comerica Bank | 26.766 | 0,12 | 8.272 | 2,34 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 8.119 | 39,81 | 2.396 | 33,50 | ||||
| 2026-05-06 | 13F | Brio Consultants, LLC | 9.957 | 25,14 | 3.257 | 32,41 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 74.259 | 9,24 | 21.915 | 3,53 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 3.200 | 944 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 2.457 | 43,94 | 725 | 37,57 | ||||
| 2026-04-24 | 13F | Oakworth Capital, Inc. | 1.404 | 12,32 | 414 | 7,25 | ||||
| 2026-04-13 | 13F | Ullmann Financial Group, Inc. | 1.930 | 570 | ||||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 916 | 270 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 13.669 | 482,16 | 4.224 | 495,77 | ||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 1.388 | 0,07 | 410 | -4,44 | ||||
| 2026-05-14 | 13F | Northern Trust Corp | 33.694 | 0,15 | 9.944 | -4,37 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.200 | 354 | ||||||
| 2026-04-17 | 13F | Monticello Wealth Management, Llc | 72.441 | 0,77 | 21.379 | -3,77 | ||||
| 2026-04-22 | 13F | Carroll Advisory Group, LLC | 8.172 | 0,68 | 2.412 | -3,87 | ||||
| 2026-05-15 | 13F | Capstone Financial Advisors, Inc. | 22.670 | 0,57 | 6.690 | -3,96 | ||||
| 2026-05-11 | 13F | Citigroup Inc | 459.109 | 0,06 | 135.492 | -4,45 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 70.910 | 3,04 | 20.329 | -4,42 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 68.555 | 5,57 | 20.232 | 0,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 311.963 | 4,29 | 92.066 | -0,41 | ||||
| 2026-01-14 | 13F | ORG Partners LLC | 221 | 7,80 | 68 | 11,48 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 30.691 | 3,25 | 9.058 | -1,39 | ||||
| 2026-05-13 | 13F | Alesco Advisors Llc | 22.320 | 13,33 | 6.587 | 8,23 | ||||
| 2026-04-21 | 13F | Old National Bancorp /in/ | 105.777 | 2,83 | 31.217 | -1,81 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 5.149 | 2.527,04 | 1.520 | 2.431,67 | ||||
| 2026-05-13 | 13F | Schoolcraft Capital LLC | 10.052 | 5,17 | 2.966 | 0,44 | ||||
| 2026-05-15 | 13F | Okabena Investment Services Inc | 805 | 238 | ||||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 7.301 | 3,08 | 2.155 | -1,60 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 4.200 | 5,87 | 1.240 | 1,06 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 171.696 | 77,26 | 50.671 | 69,27 | ||||
| 2026-05-06 | 13F | Zhang Financial LLC | 20.507 | 8,05 | 6.052 | 3,17 | ||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 691 | 204 | ||||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 33 | 43,48 | 8 | 33,33 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 5.632 | 3,32 | 1.662 | -1,31 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 2.141 | 132,72 | 632 | 122,18 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 2.385 | 1,58 | 704 | -3,03 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 5.768 | 1.783 | ||||||
| 2026-04-27 | 13F | Osborne Partners Capital Management, Llc | 1.514 | 447 | ||||||
| 2026-05-14 | 13F | Betterment LLC | 2.517 | 2,48 | 1 | |||||
| 2026-04-30 | 13F | Opus Capital Group, LLC | 63.822 | 2,61 | 19 | -5,26 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 2.613 | 9,33 | 771 | 4,47 | ||||
| 2026-04-28 | 13F | Retirement Financial Solutions, Llc | 2.487 | 0,28 | 734 | -4,31 | ||||
| 2026-05-04 | 13F | AMG National Trust Bank | 7.710 | 18,63 | 2.275 | 13,30 | ||||
| 2026-04-27 | 13F | River's Edge Wealth Management, Llc | 3.187 | 12,34 | 1.030 | 17,45 | ||||
| 2026-05-12 | 13F | Hilltop Partners LLC | 250.902 | 0,96 | 74.046 | -3,58 | ||||
| 2026-04-24 | 13F | Verus Wealth Management, Llc | 5.770 | 13,47 | 1.703 | 8,34 | ||||
| 2026-05-13 | 13F | Mairs & Power Inc | 3.270 | 964 | ||||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 1.127 | 0,27 | 333 | -4,32 | ||||
| 2026-04-22 | 13F | Fort Washington Investment Advisors Inc /oh/ | 25.498 | 7.525 | ||||||
| 2026-05-11 | 13F | Brooklyn FI, LLC | 19.530 | 120,43 | 5.764 | 110,48 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 67.485 | 1,37 | 19.916 | -3,20 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2.289 | 0,31 | 738 | 3,37 | ||||
| 2026-05-01 | 13F | Citizens Financial Group Inc/ri | 2.794 | 0,04 | 825 | -4,41 | ||||
| 2026-05-15 | 13F | Alliancebernstein L.p. | 687 | 212 | ||||||
| 2026-04-24 | 13F | Brown Financial Advisory | 21.190 | 79,42 | 6.254 | 71,36 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 18 | 5 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 700 | 207 | ||||||
| 2026-05-11 | 13F | Brogan Financial, Inc. | 1.270 | 0,24 | 375 | -4,35 | ||||
| 2026-05-12 | 13F | Rhumbline Advisers | 40.725 | 214,16 | 12.019 | 200,00 | ||||
| 2026-05-21 | 13F | Access Investment Management LLC | 1.543 | 522,18 | 455 | 514,86 | ||||
| 2026-04-22 | 13F | Matauro, Llc | 775 | 1,44 | 229 | -2,98 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 2.312 | 3,58 | 682 | -1,02 | ||||
| 2026-05-11 | 13F | Rossby Financial, LCC | 20 | 6 | ||||||
| 2026-05-15 | 13F | First Manhattan Co | 17.872 | 2,77 | 5.274 | -1,86 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 10.103 | 14,92 | 2.982 | 9,76 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 1.640 | 15,74 | 484 | 10,50 | ||||
| 2026-05-06 | 13F | Heartland Bank & Trust Co | 2.564 | 757 | ||||||
| 2026-04-14 | 13F | Precedent Wealth Partners, Llc | 18.119 | 18,40 | 5.347 | 13,07 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 11.861 | 0,88 | 3.500 | -3,66 | ||||
| 2026-05-13 | 13F | Green Harvest Asset Management LLC | 7.364 | 0,04 | 2.173 | -4,44 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1.298.467 | 8,06 | 383.204 | 3,19 | ||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 53.283 | 0,66 | 15.725 | -3,88 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 4.504 | 20,59 | 1.329 | 15,16 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 98.700 | 20,73 | 28.439 | 12,56 | ||||
| 2026-04-03 | 13F | Adirondack Trust Co | 734 | 4,86 | 217 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 5.916 | 1.746 | ||||||
| 2026-04-30 | 13F | Stegner Investment Associates Inc. | 67.320 | 3,92 | 19.868 | -0,75 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 161.932 | 3,35 | 47.790 | -1,31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 14.969 | 9,12 | 4.418 | 4,20 | ||||
| 2026-04-08 | 13F | Lpwm Llc | 16.174 | 0,76 | 4.773 | -3,77 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 1.963 | 579 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 7.641 | 65,28 | 2.255 | 57,91 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 98.852 | 4,99 | 29.173 | 0,26 | ||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 194 | 8,99 | 57 | 3,64 | ||||
| 2026-04-14 | 13F | Flower City Capital | 240.752 | 1,15 | 71.051 | -3,40 | ||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 61 | 1,67 | 18 | -5,56 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 10.262 | 206,42 | 3.029 | 192,56 | ||||
| 2026-05-12 | 13F | PCM Encore, LLC | 685 | 202 | ||||||
| 2026-04-22 | 13F | Jim Saulnier & Associates, Llc | 4.869 | 0,23 | 1.437 | -4,33 | ||||
| 2026-04-28 | 13F | Astoria Portfolio Advisors LLC. | 1.714 | 0,06 | 555 | 4,73 | ||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 3.651 | 74,52 | 1.077 | 66,72 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 15.364 | 2,07 | 4.534 | -2,52 | ||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 16.135 | 5.090 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 112.817 | 33.294 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 22.816 | 4,50 | 6.733 | -0,21 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 5.106 | 107,14 | 1.464 | 90,87 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 7.259 | 2.142 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 13.818 | 1,59 | 4.078 | -3,00 | ||||
| 2026-05-15 | 13F | Fmr Llc | 748.759 | 0,97 | 220.974 | -3,58 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 61.531 | 92,94 | 18.194 | 84,61 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 229.988 | 2,59 | 67.874 | -2,03 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 22.483 | 33,70 | 6.635 | 27,69 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 23.632 | 62,69 | 7 | 50,00 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 2.346 | 1,34 | 692 | -3,22 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 79.941 | 63,80 | 23.592 | 56,42 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 1.138 | 1,88 | 336 | -2,90 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 3.265 | 52,21 | 964 | 45,47 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 66 | 19 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 290.154 | 75,88 | 85.630 | 67,96 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 910.365 | 12,64 | 268.679 | 7,57 | ||||
| 2026-05-12 | 13F | Creative Planning | 30.330 | 8,41 | 8.951 | 3,54 | ||||
| 2026-04-10 | 13F | Abound Wealth Management | 34 | 10 | ||||||
| 2026-05-11 | 13F | Camden Capital, LLC | 3.103 | 0,32 | 916 | -4,29 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 111 | 33 | ||||||
| 2026-05-08 | 13F | Tandem Financial, LLC | 1.124 | 332 | ||||||
| 2026-05-04 | 13F | 1st Source Bank | 762 | 225 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 18.553 | 2,29 | 5.475 | -2,32 | ||||
| 2026-05-15 | 13F | Shelton Capital Management | 4.996 | 1.474 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 25.585 | 1.493,09 | 7.551 | 1.422,18 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 116.149 | 6,28 | 34.278 | 1,49 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 194 | 57 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 1.390 | 0,22 | 412 | -4,42 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 54.671 | 264,84 | 16.135 | 248,47 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 142 | 10,94 | 0 | |||||
| 2026-05-14 | 13F | Marble Wealth, LLC | 1.363 | 0,22 | 402 | -4,29 | ||||
| 2026-05-13 | 13F | Hirtle Callaghan & Co LLC | 94.531 | 3,98 | 27.898 | -0,70 | ||||
| 2026-05-14 | 13F | Twin Focus Capital Partners, Llc | 5.565 | 1.642 | ||||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1.080 | 319 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 25.592 | 24,63 | 7.553 | 19,02 | ||||
| 2026-04-27 | 13F | Navigate Wealth Management, LLC | 26.584 | 8.484 | ||||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 7.479 | 8,71 | 2.311 | 32,36 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 2.092 | 647 | ||||||
| 2026-04-29 | 13F | Northwest Wealth Advisors, LLC | 876 | 0,23 | 259 | -4,44 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 2.161 | 2,03 | 638 | -2,60 | ||||
| 2026-05-08 | 13F | Addison Advisors LLC | 10 | 3 | ||||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 6.799 | 2.007 | ||||||
| 2026-04-29 | 13F | Landmark Wealth Management, LLC | 7.118 | 32,03 | 2.101 | 26,05 | ||||
| 2026-04-15 | 13F | Tenzing Financial LLC | 689 | 1,92 | 214 | 2,88 | ||||
| 2026-05-13 | 13F | Owl Creek Wealth Partners LLC | 29.185 | 8.613 | ||||||
| 2026-05-15 | 13F | Brown Advisory Inc | 824 | 3,00 | 243 | -1,62 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 1.657 | 489 | ||||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 125 | 41 | ||||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 3.818 | 0,37 | 1.127 | -4,17 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 29.367 | 2,30 | 8.667 | -2,32 | ||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 7.996 | 443,21 | 2.360 | 419,60 | ||||
| 2026-05-06 | 13F | Wall Street Financial Group, Inc. | 55 | 16 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 1.190 | 60,81 | 351 | 53,95 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 3.867 | 4,01 | 1 | 0,00 |
