Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF inkluderer 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 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 | 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 |
