Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF inkluderer Jordan Park Group LLC, Gotham Asset Management, LLC, Francis Financial, Inc., Quantum Capital Management, LLC / NJ, Brio Consultants, LLC, Glenmede Investment Management, LP, Main Street Financial Solutions, LLC, Williams & Novak, LLC, Midwest Trust Co, Monograph Wealth Advisors, Llc, Callan Family Office, LLC, Skopos Labs, Inc., W Advisors, Llc, XY Planning Network, Inc., Congress Wealth Management LLC / DE /, Private Management Group Inc, Grimes & Company, Inc., Wbi Investments, Inc., Outlook Wealth Advisors, LLC, og Matauro, Llc .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 2 105 | 0,10 | 591 | 10,88 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 2 760 | 775 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 1 025 | 288 | ||||||
| 2025-08-07 | 13F | W Advisors, Llc | 1 377 | 387 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 663 | 1,53 | 467 | 12,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 2 155 | 0,94 | 1 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 834 | 234 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 280 | 0,31 | 360 | 10,80 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 25 031 | 0,02 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 446 | 0,29 | 1 530 | 10,96 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 278 | 78 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 880 | 1 932 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 68 468 | 6 113,07 | 19 230 | 6 792,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 479 | 2 943 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 905 | 0,22 | 254 | 10,92 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 8 377 | 2 353 | 604,19 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35 325 | 159,53 | 9 921 | 187,15 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 297 817 | 0,01 | 83 645 | 10,65 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 1 646 | 462 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 103 008 | 29,75 | 28 931 | 43,54 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 289 764 | 7,76 | 81 383 | 19,22 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 544 | 434 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 140 494 | 0,22 | 39 459 | 10,87 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 8 985 | 23,34 | 2 523 | 36,45 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 20 049 | 5 631 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 125 | 0,81 | 35 | 12,90 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 182 | 30,00 | 51 | 45,71 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 92 406 | 80,04 | 25 953 | 99,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 9 354 | 2 627 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6 011 | 1 688 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5 516 | 1 549 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 520 090 | 106,01 | 146 072 | 127,92 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 919 | 258 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 19 041 | 0,74 | 5 348 | 11,44 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-05 | 13F | Retirement Financial Solutions, Llc | 2 466 | 0,28 | 693 | 10,90 | ||||
| 2025-07-28 | NP | VCGAX - Growth & Income Fund | 53 023 | 2 842,45 | 14 211 | 2 818,07 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 67 038 | 137,59 | 18 736 | 162,91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 221 773 | 0,01 | 62 287 | 10,65 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 171 | 10,32 | 48 | 20,51 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 855 | 521 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 2 464 | 1 | ||||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 86 323 | 24 245 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8 983 | 4,58 | 2 523 | 15,69 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 105 | 5,88 | 2 276 | 17,14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 778 | 7,13 | 780 | 18,54 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 909 | 12,78 | 255 | 25,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 97 062 | 0,67 | 27 261 | 11,37 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 377 | 583,45 | 3 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 1 534 | 0,26 | 431 | 5,39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 460 | 410 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 369 | 6,71 | 665 | 18,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 22 553 | 1,28 | 6 334 | 14,66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 216 413 | 3 660,43 | 60 782 | 4 063,08 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 935 | 0,11 | 263 | 10,55 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 202 | 8,78 | 338 | 20,36 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 36 927 | 7,82 | 10 371 | 19,29 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 406 | 0,04 | 676 | 10,66 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 9 574 | 2 689 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 401 | 5,66 | 394 | 16,96 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 892 | 3,16 | 531 | 14,19 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 67 202 | 8,20 | 18 874 | 19,71 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 215 | 60 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65 437 | 20,20 | 18 379 | 32,99 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 64 771 | 2,97 | 18 192 | 13,92 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 741 | 208 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 151 668 | 7,79 | 42 597 | 19,26 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 735 | 206 | ||||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 88 151 | 6,70 | 24 758 | 18,05 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 786 779 | 1,95 | 220 974 | 12,78 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 28 101 | 0,09 | 7 893 | 10,73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1 574 | 1,68 | 458 | 13,68 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 823 | 231 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 526 | 3 079,17 | 429 | 3 466,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 805 | 0,12 | 226 | 10,78 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 1 073 | 2,68 | 301 | 13,58 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 2 163 | 1,17 | 608 | 11,99 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 325 | 6,00 | 372 | 17,35 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 31 | 3,33 | 9 | 14,29 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 8 109 | 1,49 | 2 277 | 12,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 92 004 | 17,94 | 26 | 31,58 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 5 392 | 1,72 | 1 514 | 12,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41 589 | 0,74 | 11 681 | 11,45 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 67 658 | 6,63 | 19 002 | 17,97 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 425 | 23,91 | 400 | 37,46 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 362 | 0,04 | 1 553 | 15,82 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 952 | 3,38 | 1 391 | 14,40 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 128 271 | 26,95 | 316 886 | 40,46 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 16 051 | 4 508 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 789 235 | 0,86 | 221 665 | 11,58 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 222 | 0,45 | 62 | 10,71 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 323 | 9,04 | 3 180 | 20,64 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 392 | 24,05 | 110 | 37,50 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3 480 | 1,16 | 977 | 11,91 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 7 708 | 2 165 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 115 | 32 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 973 | 0,21 | 273 | 10,98 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 486 | 136 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 9 710 | 2,65 | 2 727 | 13,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 254 | 122,81 | 71 | 153,57 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 31 743 | 2,07 | 8 915 | 12,93 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 230 | 7 566,67 | 65 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 34 268 | 7,04 | 9 625 | 18,42 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 246 576 | 34,91 | 69 253 | 49,26 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 1 642 | 1,80 | 461 | 12,71 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 62 725 | 8,64 | 18 | 21,43 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23 279 | 14,72 | 6 538 | 26,93 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 784 | 220 | 5,26 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1 574 | 30,08 | 442 | 43,97 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 11 689 | 7,53 | 3 283 | 18,99 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47 003 | 5,06 | 13 201 | 16,24 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 748 | 210 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 146 | 786,60 | 2 007 | 883,82 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 1 904 | 19,52 | 535 | 32,18 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 17 627 | 1,11 | 5 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 876 | 0,81 | 246 | 11,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 997 | 1,22 | 1 123 | 11,98 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 4 586 | 1 288 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 100 | 28 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 36 523 | 1,03 | 10 258 | 11,77 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 118 | 0,36 | 314 | 10,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 045 | 0,59 | 574 | 11,24 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 8 813 | 17,60 | 2 475 | 30,13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 44 213 | 4,26 | 12 418 | 15,35 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 209 360 | 66,16 | 59 113 | 90,60 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 794 | 223 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 269 | 0,22 | 654 | 13,17 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 117 588 | 5,41 | 33 026 | 16,62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 104 724 | 0,83 | 29 413 | 11,55 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 1 840 | 517 | ||||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 33 134 | 12,39 | 9 306 | 24,35 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 735 | 54,92 | 2 172 | 71,43 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 4 576 | 0,99 | 1 285 | 11,74 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 20 360 | 18,31 | 5 719 | 30,91 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 010 | 91,80 | 2 812 | 112,31 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 5 828 | 143,04 | 1 637 | 169,08 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 264 550 | 34,28 | 74 302 | 48,56 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 8 965 | 12,55 | 2 518 | 24,48 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 17 | 5 | ||||||
| 2025-07-11 | 13F | Sherrill & Hutchins Financial Advisory, Inc | 164 904 | 1,56 | 46 315 | 12,36 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13 596 | 112,50 | 3 818 | 135,10 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2 | 100,00 | 1 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 52 246 | 6,13 | 15 | 16,67 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 25 | 7 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 350 | 98 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 416 572 | 5,59 | 116 998 | 16,82 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 34 346 | 0,03 | 9 646 | 10,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 877 | 246 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 3 726 | 71,78 | 1 047 | 90,18 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 238 | 412,02 | 1 471 | 467,95 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 58 129 | 11,57 | 16 326 | 23,43 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | 1 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 752 | 7,43 | 211 | 19,21 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 59 646 | 18,65 | 16 752 | 31,27 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 076 | 0,59 | 864 | 11,79 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 279 250 | 14,86 | 78 430 | 27,08 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 844 | 237 | ||||||
| 2025-07-21 | 13F | Matauro, Llc | 736 | 207 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 785 817 | 16,65 | 220 705 | 29,06 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 820 | 97,62 | 2 477 | 118,82 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 28 914 | 18,48 | 8 | 33,33 |
