Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF, omfatter Financial Engines Advisors L.L.C., Nyl Investors Llc, Wrenne Financial Planning LLC, SRS Capital Advisors, Inc., Iron Horse Wealth Management, LLC, og CoreFirst Bank & Trust .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 16.717 | 0,42 | 2.325 | 4,97 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 2.754 | 1,59 | 383 | 6,39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 437 | 1.050,00 | 61 | 1.100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2.037 | 4,25 | 283 | 8,85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35.611 | 2,18 | 4.953 | 6,79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 4.805 | 9,35 | 668 | -22,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 3.946 | 4,50 | 549 | 9,16 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2.093 | 10,16 | 291 | 15,48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 367 | 0,82 | 51 | -1,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 150.323 | 13,75 | 20.909 | 18,88 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 8.231 | 2,90 | 1.145 | 7,52 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 40.889 | 100,38 | 5.687 | 109,47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39.461 | 44,76 | 5.489 | 51,27 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27.104 | 22,00 | 3.770 | 27,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14.439 | 2.008 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 145 | 20 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 99 | 14 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54.256 | 0,20 | 7.547 | 4,72 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1.959 | 10,37 | 272 | 15,25 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 7.971 | 1.109 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2.654 | 22,76 | 369 | 28,13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 | 100,00 | 6 | 150,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1.511 | 73,28 | 210 | 81,03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6.551 | 2,78 | 911 | 7,31 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5.918 | 0,08 | 823 | 4,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2.298 | 20,63 | 323 | 27,27 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 38.953 | 5,87 | 5.418 | 10,64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4.994 | 46,58 | 695 | 53,20 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 758 | 0,40 | 105 | 5,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3.779 | 0,19 | 526 | 4,58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 96.520 | 4,86 | 13.425 | 9,58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1.750 | 10,90 | 243 | 15,71 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53 | 7 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2.616 | 0,38 | 364 | 4,91 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8.517 | 4,13 | 1.185 | 8,82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 15.772 | 2.194 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 117.989 | 5,75 | 16.411 | 10,52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8.963 | 2,01 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10.215 | 1.421 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 254 | 35 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4.655 | 2,20 | 647 | 6,77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20.695 | 29,97 | 2.878 | 35,82 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 6.034 | 839 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15.116 | 6,80 | 2.103 | 11,63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3.806 | 1,39 | 529 | 6,01 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15.705 | 0,32 | 2.184 | 4,85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5.189 | 232,63 | 722 | 248,31 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4.318 | 0,05 | 601 | 4,53 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 14.859 | 3,40 | 2.067 | 8,05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12.851 | 0,01 | 1.787 | 4,50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1.236 | 0,41 | 172 | 4,91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25.182 | 0,60 | 3.503 | 5,13 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11.293 | 9,91 | 1.571 | 14,85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36.596 | 1,21 | 5.090 | 5,78 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88.750 | 4,71 | 12.344 | 9,43 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 11.143 | 3,05 | 1.550 | 7,64 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 12.555 | 2,82 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12.065 | 13,63 | 1.678 | 18,75 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8.104 | 1,05 | 1.127 | 5,62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 30.514 | 4,37 | 4.244 | 9,07 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1.867 | 0,32 | 260 | 4,86 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 57.184 | 0,14 | 7.954 | 4,64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 186.497 | 7,94 | 25.940 | 12,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27.497 | 55,70 | 3.825 | 62,72 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 18.513 | 0,39 | 2.575 | 6,23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5.088 | 41,53 | 708 | 47,91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2.528 | 352 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2.847 | 0,89 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1.136 | 0,44 | 158 | 4,67 |
