Grundlæggende statistik
| Institutionelle ejere | 42 total, 38 long only, 0 short only, 4 long/short - change of -28,81% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2775 % - change of -18,84% MRQ |
| Institutionelle aktier (lange) | 565.577 (ex 13D/G) - change of -0,05MM shares -7,99% MRQ |
| Institutionel værdi (lang) | $ 309.638 USD ($1000) |
Institutionelt ejerskab og aktionærer
VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM (US:US9229087104) har 42 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 565,577 aktier. Største aktionærer omfatter Simplex Trading, Llc, Simplex Trading, Llc, First Merchants Corp, Fulton Bank, N.a., Colony Group, LLC, IMC-Chicago, LLC, Fifth Third Wealth Advisors LLC, Arvest Bank Trust Division, Colony Group, LLC, and Group One Trading, L.p. .
VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM (US9229087104) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
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13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Fulton Bank, N.a. | 135.524 | 2,30 | 77.599 | 13,14 | ||||
| 2025-07-29 | 13F | Violich Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | O'Brien Greene & Co. Inc | 515 | 0,00 | 295 | 10,53 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 380 | 0,00 | 218 | 10,71 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 53.900 | -0,55 | 16.382 | 9,97 | |||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 21.500 | -90,14 | 9.426 | -88,83 | |||
| 2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Wallington Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 1.430 | 0,28 | 819 | 10,84 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 529.000 | 51,58 | 248 | 87,88 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 247.300 | -11,96 | 104 | 8,33 | |||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12.528 | -2,09 | 7.173 | 8,27 | ||||
| 2025-07-21 | 13F | Grassi Investment Management | 955 | 0,32 | 1 | |||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 9.122 | -7,86 | 5.223 | 1,91 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 209.833 | -0,19 | 120.139 | 10,38 | ||||
| 2025-07-30 | 13F | North Point Portfolio Managers Corp/oh | 1.312 | 0,00 | 751 | 10,60 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 38.751 | 22.188 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 26 | 0,00 | 15 | 7,69 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 388 | -54,99 | 222 | -50,22 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 9.453 | -3,74 | 5.413 | 6,45 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2.109 | -1,03 | 1.207 | 4,41 | ||||
| 2025-07-11 | 13F | Professional Advisory Services Inc | 1.966 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2.141 | -2,24 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 2.033 | -68,41 | 1.164 | -40,82 | ||||
| 2025-07-10 | 13F | Chickasaw Capital Management Llc | 570 | -36,67 | 0 | |||||
| 2025-08-13 | 13F | Estabrook Capital Management | 272 | 0,37 | 156 | 10,71 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Kidder Stephen W | 400 | 0,00 | 229 | 10,63 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Zevin Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Sippican Capital Advisors | 552 | 316 | ||||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 4.352 | 0,00 | 2.492 | 10,61 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 3.825 | -0,62 | 2.190 | 9,94 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 13.449 | -7,09 | 7.701 | 2,75 | ||||
| 2025-08-14 | 13F | Beck Mack & Oliver Llc | 780 | -24,71 | 447 | -16,79 | ||||
| 2025-07-23 | 13F | Dempze Nancy E | 920 | -17,12 | 527 | -8,36 | ||||
| 2025-07-02 | 13F | Neville Rodie & Shaw Inc | 6.684 | 1,50 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Llc | 4.441 | -7,34 | 2.543 | 2,46 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 243 | 0,00 | 140 | 11,20 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 7.193 | -0,03 | 4.118 | 10,55 | ||||
| 2025-08-12 | 13F | Braun Stacey Associates Inc | 2.301 | 3,37 | 1.317 | 14,32 | ||||
| 2025-05-29 | 13F/A | Colony Group, LLC | Put | 69.600 | 55,70 | 20.171 | 59,36 | |||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 4.575 | 0,00 | 2.620 | 10,60 | ||||
| 2025-04-22 | 13F | Garde Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 26.500 | 12,77 | 8.054 | 24,71 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Thomas Story & Son Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 178 | -44,38 | 102 | -41,62 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 21.340 | -0,09 | 12.219 | 10,49 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 26.000 | 1.757,14 | 7.902 | 3.178,84 | |||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 100 | -87,50 | 18 | -92,24 | |||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 231 | -14,13 | 120 | -11,85 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 832 | 617,24 | 476 | 706,78 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 6.736 | 36,44 | 3.857 | 50,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-01 | 13F | Fairfield Financial Advisors, LTD | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 30.737 | -6,32 | 17.600 | 3,60 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 0 | -100,00 | 0 |
