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 Value ETF comprennent Goodman Financial Corp, Aqr Capital Management Llc, Heritage Wealth Advisors, Evensky & Katz LLC, SYM FINANCIAL Corp, Plante Moran Financial Advisors, LLC, et Bokf, Na .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 296 014 | 16,21 | 28 261 | 20,54 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 656 | 70,62 | 540 | 76,72 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35 779 | 44,57 | 3 534 | 55,20 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 43 911 | 1,64 | 4 192 | 5,43 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 168 972 | 0,31 | 16 132 | 4,04 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 119 380 | 0,83 | 11 397 | 4,59 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 521 | 1,25 | 432 | 4,87 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 13 491 | 0,16 | 1 288 | 3,87 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 5 639 | 538 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 120 | 11 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 2 312 | 221 | ||||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2 733 | 19,08 | 261 | 23,22 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 24 367 | 36,59 | 2 326 | 41,66 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 387 | 1,57 | 37 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Rockland Trust Co | 812 321 | 1,46 | 77 552 | 5,24 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 015 | 57,79 | 574 | 64,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 039 | 120,91 | 498 | 148,50 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 18 629 | 2 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 931 | 0 | ||||||
| 2025-08-08 | 13F | Creative Planning | 9 989 | 0,10 | 954 | 3,81 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 698 | 16,88 | 560 | 34,70 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 6 825 | 0,74 | 652 | 4,49 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 5 266 | 16,87 | 503 | 21,26 | ||||
| 2025-08-14 | 13F | UBS Group AG | 107 148 | 3,79 | 10 229 | 7,65 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 10 101 | 10,24 | 964 | 14,35 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 922 | 18,28 | 374 | 22,62 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35 729 | 2,68 | 3 411 | 6,89 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 124 877 | 615,50 | 11 922 | 642,28 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 958 | 3,79 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 919 | 183 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 178 | 17 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 448 | 100,00 | 43 | 110,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 975 | 189 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 73 517 | 4,26 | 7 019 | 8,14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 130 | 12 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 3 233 | 18,04 | 309 | 22,22 | ||||
| 2025-08-12 | 13F | Bokf, Na | 120 | 11 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 264 | 169,04 | 693 | 179,44 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 691 | 9,07 | 448 | 13,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 288 | 2,83 | 1 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 866 336 | 0,48 | 82 709 | 4,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24 404 | 2,48 | 2 330 | 6,30 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 731 | 0,14 | 70 | 2,99 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 57 366 | 1 572,48 | 5 477 | 1 638,41 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 466 | 91,38 | 140 | 98,57 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 271 | 109,34 | 1 076 | 117,37 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 740 | 1 503 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 2 549 | 243 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 131 347 | 31,58 | 12 540 | 36,49 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 7 387 | 1 | ||||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 4 628 | 27,35 | 446 | 33,23 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 469 | 3,38 | 140 | 7,69 |
