Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Scottsdale Funds - Vanguard Russell 2000 Growth ETF inkluderer Centric Wealth Management, Mission Wealth Management, Lp, Nyl Investors Llc, Financial Engines Advisors L.L.C., Arkadios Wealth Advisors, Buckingham Strategic Partners, Rodgers & Associates, LTD, Cornerstone Management, Inc., CI Private Wealth, LLC, Tranquility Partners, LLC, SRS Capital Advisors, Inc., og Pacifica Partners Inc. .
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 (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1 142 | 238 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 17 | 4 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 71 948 | 20,03 | 14 999 | 34,26 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 192 | 2 300,00 | 40 | 3 900,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34 527 | 3,13 | 7 198 | 15,36 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 17 968 | 3 822 | ||||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 131 410 | 7,28 | 27 395 | 20,01 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 397 | 291 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1 250 | 261 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 3 426 | 0,74 | 714 | 12,80 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 654 | 9,36 | 136 | 22,52 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 5 073 | 11,23 | 1 058 | 24,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 149 | 31 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 123 166 | 39,27 | 25 677 | 55,80 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 17 126 | 59,13 | 3 570 | 78,05 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 41 359 | 20,12 | 8 622 | 34,38 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 17 439 | 6,96 | 3 635 | 19,61 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 62 765 | 0,15 | 13 085 | 12,03 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 10 765 | 14,50 | 2 244 | 28,08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5 570 | 142,70 | 1 161 | 171,90 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1 130 | 236 | ||||||
| 2025-08-08 | 13F | Creative Planning | 13 875 | 35,34 | 2 893 | 51,41 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 5 311 | 1 107 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 3 000 | 100,00 | 625 | 124,01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 58 995 | 35,08 | 12 299 | 51,10 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 10 408 | 14,58 | 2 170 | 28,19 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 999 | 14,21 | 3 961 | 27,74 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 2 030 | 424 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 806 | 27,31 | 585 | 42,44 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 5 204 | 52,30 | 1 085 | 70,44 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 8 415 | 1,78 | 1 754 | 13,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 56 954 | 0,76 | 11 880 | 12,70 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 443 | 0,03 | 718 | 11,86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 933 | 50,24 | 194 | 67,24 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 18 040 | 14,25 | 3 761 | 27,80 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 6 179 | 4,57 | 1 288 | 16,98 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 1 374 | 0,07 | 287 | 12,16 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 3 671 | 765 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 989 | 0,17 | 646 | 15,15 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 1 827 | 53,79 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15 713 | 3,65 | 3 276 | 15,93 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 42 126 | 4,14 | 8 782 | 16,50 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 278 | 118,84 | 266 | 148,60 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 39 883 | 0,21 | 8 314 | 12,11 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 245 | 0,16 | 260 | 12,12 | ||||
| 2025-08-07 | 13F | Commerce Bank | 14 253 | 0,66 | 2 971 | 12,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11 939 | 7,49 | 2 489 | 20,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 132 373 | 4,18 | 27 596 | 16,54 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 66 843 | 6,66 | 13 933 | 19,47 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 003 | 209 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 1 015 | 212 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 019 | 212 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 824 | 0,12 | 172 | 11,76 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 625 | 12,43 | 2 215 | 25,78 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 4 564 | 1,78 | 951 | 13,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23 439 | 3,25 | 4 886 | 15,51 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 528 | 7,98 | 110 | 20,88 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 628 | 6,05 | 1 590 | 18,66 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 5 600 | 4,38 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 654 | 345 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 9 426 | 3,39 | 1 965 | 15,66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 2 018 | 0,15 | 421 | 12,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 609 | 1,39 | 335 | 13,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 39 381 | 9,28 | 8 210 | 22,25 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 4 434 | 69,89 | 924 | 90,12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15 705 | 1,88 | 3 274 | 14,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 17 030 | 7,34 | 3 550 | 20,09 | ||||
| 2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 157 | 0,19 | 450 | 11,97 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 048 | 104 700,00 | 218 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 769 | 1,12 | 3 287 | 13,11 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 3 830 | 14,84 | 797 | 26,95 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 182 956 | 6,04 | 38 141 | 18,62 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 5 212 | 20 748,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 13 251 | 191,55 | 2 763 | 226,48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 3 085 | 0,26 | 646 | 17,88 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 374 | 5,95 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 769 | 2 870 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 6 180 | 1 288 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 2 868 | 150,26 | 598 | 180,28 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 824 | 0,12 | 172 | 11,76 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 7 460 | 8,45 | 1 555 | 21,39 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2 921 | 609 |
