Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF includ Trust Point Inc., GHP Investment Advisors, Inc., Veratis Advisors, Inc., Regal Investment Advisors LLC, Genesis Financial Group, LLC, Claris Financial LLC, Vanguard Advisers Inc, PlanVest Financial, Inc, Farther Finance Advisors, LLC, Keating Financial Advisory Services, Inc., și SageView Advisory Group, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Claris Financial LLC | 2.000 | 204 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3.061 | 25,61 | 312 | 26,83 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1.541 | 157 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 472 | 48 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2.561 | 279 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 641.623 | 65.414 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35 | 118,75 | 4 | 200,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 805 | 82 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2.104 | 215 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1.363 | 89,31 | 139 | 91,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 28.568 | 3,82 | 2.845 | 2,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 899 | 1,24 | 91 | 1,12 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10.379 | 1.058 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 108.223 | 5,21 | 11.033 | 6,19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 28.666 | 2.922 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 2.210 | 4,44 | 225 | 5,63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 4.081 | 1,54 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3.756 | 383 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 18.352 | 20,07 | 1.854 | 20,32 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 10.380 | 4,35 | 1.058 | 5,38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1.023 | 0,99 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3.802 | 2,07 | 388 | 2,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 378.657 | 14,63 | 38.604 | 15,70 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5.609 | 572 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 20.228 | 978,25 | 2.062 | 991,01 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 418 | 109,00 | 43 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 130 | 13 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 15.121 | 1,45 | 1.542 | 2,39 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 815.334 | 0,52 | 83.123 | 1,46 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 4.708 | 480 | ||||||
| 2026-05-06 | 13F | Goodman Financial Corp | 5.732 | 0,12 | 584 | 1,04 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3.102 | 14,13 | 316 | 15,33 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 3.072 | 4,03 | 313 | 5,03 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9.404 | 60,61 | 959 | 62,10 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5.299 | 0,13 | 540 | 1,12 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2.178 | 222 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 8.349 | 9,15 | 851 | 10,23 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 84.045 | 19,50 | 8.568 | 20,61 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 18.343 | 11,53 | 1.870 | 12,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 13.149 | 5,41 | 1.341 | 6,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 121.596 | 4,51 | 12.397 | 5,48 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 82.055 | 2,71 | 8.365 | 3,67 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13.708 | 44,87 | 1.370 | 43,35 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5.757 | 2,42 | 587 | 3,35 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 162 | 17 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2.528 | 258 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15.786 | 2,88 | 1.609 | 3,87 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3.465 | 37,39 | 353 | 38,98 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2.045 | 208 | ||||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 174.434 | 1,24 | 17.784 | 2,18 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 89.162 | 18,02 | 9.090 | 19,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.047 | 1.432 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4.547 | 12,61 | 464 | 13,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 76.040 | 2,11 | 7.752 | 3,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158.534 | 5,15 | 16.163 | 6,13 |
