Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF includono Fund Evaluation Group, LLC, Lowe Brockenbrough & Co Inc, Glenmede Investment Management, LP, Pallas Capital Advisors LLC, Evoke Wealth, Llc, Evolution Wealth Management Inc., Private Wealth Asset Management, LLC, Apella Capital, LLC, Lokken Investment Group LLC, Russell Investments Group, Ltd., Sunpointe, LLC, Cooper Financial Group, New Republic Capital, LLC, Marshall Wace, Llp, Kestra Private Wealth Services, Llc, Mycio Wealth Partners, Llc, Private Capital Management Llc, SRS Capital Advisors, Inc., e Olistico Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 74.648 | 214,84 | 20.360 | 248,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10.327 | 30,89 | 2.817 | 44,71 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 165 | 1,23 | 45 | 12,50 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 8.358 | 1,31 | 2.305 | 18,09 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 116 | -4,96 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 63.374 | 81,39 | 17.285 | 100,50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29.293 | 7.990 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 21.100 | 5.755 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1.966 | 0,31 | 536 | 10,97 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4.034 | 0,30 | 1.100 | 10,89 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 883 | 241 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 222.295 | 0,36 | 61 | 11,11 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 36.664 | 10.000 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10.182 | 2.777 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 50 | 14 | ||||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 1.045 | 14,33 | 285 | 26,67 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 988 | 269 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 41.208 | 30,62 | 11.239 | 44,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551 | 1.024,49 | 150 | 1.141,67 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1.905 | 520 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 44.464 | 429,40 | 12 | 500,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1.470 | 401 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 314 | 86 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17.779 | 46,32 | 4.849 | 61,74 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 5.248 | 100,00 | 1.431 | 121,17 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1.063 | 290 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 452 | 0,22 | 123 | 10,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3.800 | 44,10 | 1.036 | 59,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14.447 | 0,38 | 3.940 | 10,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 75.540 | 105,11 | 20.604 | 126,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16.417 | 1,40 | 4.478 | 12,07 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 1.820 | 9,84 | 496 | 21,57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 0,34 | 160 | 12,77 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 139.081 | 37.934 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 525.460 | 1,47 | 143.561 | 12,46 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 466.325 | 1,42 | 127.190 | 12,10 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 13 | 8,33 | 4 | 50,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 272 | 65 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12.533 | 0,01 | 3.418 | 10,54 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 3.788 | 1,23 | 1.033 | 11,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2.453 | 79,18 | 669 | 98,52 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5.166 | 0,19 | 1.409 | 10,69 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 53.527 | 1,70 | 14.599 | 12,41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5.802 | 1.582 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18.502 | 2,83 | 5.046 | 13,65 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3.148 | 37,11 | 859 | 51,59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 140.611 | 4,93 | 38.352 | 15,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6.049 | 2,44 | 1.650 | 13,18 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 41.713 | 3,59 | 11.377 | 14,50 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2.448 | 0,29 | 668 | 10,80 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 26 | 13,04 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 224.686 | 0,94 | 61.283 | 11,58 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5.648 | 7,07 | 1.541 | 18,37 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 2.424 | 661 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2.966 | 56,60 | 809 | 73,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.406 | 74,22 | 656 | 91,81 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 24.674 | 20,33 | 6.730 | 33,01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1.691 | 461 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 220.065 | 22,58 | 60.023 | 35,49 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 6 | 2 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 466.325 | 1,42 | 127.190 | 12,10 | ||||
| 2025-08-08 | 13F | Creative Planning | 3.967 | 4,86 | 1.082 | 15,86 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9.255 | 36,10 | 2.524 | 50,42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15.001 | 43,50 | 4.092 | 58,63 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 46.295 | 7,41 | 12.627 | 18,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 29.711 | 6,76 | 8.104 | 18,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4.946 | 210,29 | 1.349 | 243,26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 344 | 421,21 | 94 | 447,06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.384 | 5,09 | 378 | 16,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15.292 | 0,94 | 4.171 | 11,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 224.848 | 2,70 | 61.328 | 13,52 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 897 | 245 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16.341 | 3,35 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4.400 | 1.200 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8.737 | 2 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12.549 | 3,47 | 3.423 | 14,37 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 771 | 210 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 15.055 | 4.106 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14.617 | 17,07 | 4.038 | 31,10 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 84.088 | 0,02 | 22.935 | 10,56 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5.248 | 439,92 | 1.431 | 498,74 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 64.547 | 19,84 | 17.605 | 32,47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1.368 | 2,86 | 373 | 13,72 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4.269 | 1.170 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14.849 | 0,53 | 4.050 | 11,14 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 581 | 0,35 | 158 | 11,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19.198 | 31,33 | 5.236 | 45,16 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24.501 | 26,74 | 6.683 | 40,08 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1.190 | 0,25 | 325 | 10,96 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 6.052 | 3,36 | 1.651 | 14,27 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2.700 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 60.887 | 32,10 | 16.607 | 46,01 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 1.495 | 408 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 386 | 26,56 | 105 | 40,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3.309 | 33,54 | 903 | 47,63 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 26.918 | 0,96 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12.129 | 7,00 | 3.308 | 18,23 |
