Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF comprennent ESG Planning, Drucker Wealth 3.0, LLC, Goodman Financial Corp, Gts Securities Llc, Conning Inc., Sierra Capital LLC, Hrt Financial Lp, Insight 2811, Inc., Dynamic Advisor Solutions LLC, Parallel Advisors, LLC, Plante Moran Financial Advisors, LLC, Quaker Wealth Management, LLC, Bokf, Na, Financial Network Wealth Advisors LLC, et Creative Financial Designs Inc /adv .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Harbour Investments, Inc. | 39 915 | 10,75 | 4 512 | 21,33 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 29 786 | 4,64 | 3 367 | 14,65 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 215 | 6,56 | 363 | 16,72 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 380 | 0,38 | 269 | 10,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 230 | 365 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 172 | 30,16 | 713 | 45,60 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2 129 | 241 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 141 778 | 1,32 | 16 025 | 11,01 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 795 | 203 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 128 829 | 159,75 | 14 561 | 184,62 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 71 953 | 11,08 | 8 133 | 21,68 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 14 278 | 1 614 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 950 | 107 | ||||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 33 452 | 13,35 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 340 | 0,31 | 1 056 | 9,90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 8 107 | 916 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 17 623 | 2 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 169 543 | 29,83 | 19 164 | 42,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 957 | 1,97 | 899 | 11,68 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 628 | 130,53 | 297 | 152,99 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 596 | 0,68 | 67 | 9,84 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2 301 | 260 | ||||||
| 2025-08-08 | 13F | Creative Planning | 14 708 | 1,49 | 1 662 | 11,17 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4 358 | 54,10 | 493 | 69,07 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 68 433 | 0,55 | 7 735 | 10,16 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 61 | 7 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8 298 | 3,54 | 941 | 15,89 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 450 | 0,16 | 503 | 9,61 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 113 975 | 11,80 | 12 883 | 22,48 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 2 344 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 92 841 | 20,04 | 10 489 | 31,25 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 907 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 93 046 | 7,74 | 10 517 | 18,04 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 807 | 204 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 3 606 | 2,27 | 408 | 12,12 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 2 628 | 0 | ||||||
| 2025-07-24 | 13F | Conning Inc. | 2 726 | 308 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 587 | 3,86 | 179 | 4,07 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 | 0 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 277 | 31 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 270 | 31 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 188 | 12,38 | 247 | 23,50 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 936 | 10,63 | 219 | 21,11 | ||||
| 2025-08-13 | 13F | ESG Planning | 17 600 | 1 989 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 64 516 | 4,11 | 7 292 | 14,06 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 691 859 | 0,07 | 78 201 | 9,63 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 561 | 63 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 439 | 48,31 | 50 | 63,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 12 181 | 25,25 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103 | 12 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 37 144 | 0,54 | 4 198 | 10,15 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 517 | 3,69 | 1 464 | 14,57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 960 | 222 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 519 | 5,90 | 398 | 16,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7 059 | 0,33 | 1 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 000 | 113 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 597 | 239,20 | 67 | 272,22 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 360 | 27,58 | 719 | 39,69 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 157 | 62,72 | 1 148 | 78,54 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179 585 | 12,79 | 20 299 | 23,56 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 14 549 | 1 681 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 2 478 | 0,85 | 280 | 10,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27 939 | 62,97 | 3 158 | 78,56 |
