Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 Growth ETF comprennent Code Waechter LLC, St. Louis Trust Co, Riversedge Advisors, Llc, Wealth Enhancement Advisory Services, Llc, Washington Capital Management Inc, Meridian Wealth Management, LLC, Christopher J. Hasenberg, Inc, Insight 2811, Inc., CI Private Wealth, LLC, Provident Investment Management, Inc., Strategic Blueprint, LLC, Bank Of America Corp /de/, Bokf, Na, et Keener Financial Planning LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 196 | 251 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 814 | 448 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 135 | 17,39 | 15 | 25,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 271 | 32 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 59 866 | 88,16 | 6 851 | 101,47 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 12 290 | 1 406 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 2 435 | 279 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 28 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 3 141 | 4,46 | 359 | 11,84 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 005 | 60,42 | 573 | 71,77 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13 568 | 27,04 | 1 553 | 36,02 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 977 | 2,84 | 455 | 10,17 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 614 | 1,16 | 0 | |||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 2 248 | 257 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 241 107 | 9,55 | 27 590 | 17,29 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 614 | 1,81 | 1 215 | 8,98 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 43 800 | 19,17 | 5 012 | 27,60 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 29 845 | 3 415 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 23 493 | 192,89 | 2 688 | 213,65 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3 468 | 69,09 | 397 | 82,49 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 404 | 15,99 | 742 | 34,24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 215 | 123,96 | 25 | 140,00 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 65 643 | 0,05 | 7 511 | 7,12 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23 738 | 122,60 | 3 | 100,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 28 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 57 740 | 5,42 | 6 607 | 3,72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 942 | 0,30 | 1 023 | 7,46 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 402 | 275 | ||||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 4 877 | 558 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20 056 | 45,67 | 2 | 100,00 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 5 142 | 7,82 | 588 | 15,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 32 983 | 9,94 | 3 774 | 8,17 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15 188 | 5,30 | 1 738 | 12,72 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10 113 | 4,38 | 1 157 | 11,79 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 71 911 | 12,83 | 8 229 | 20,80 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 1 753 | 205 | ||||||
| 2025-08-26 | 13F | Provident Investment Management, Inc. | 1 954 | 224 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 404 | 102,99 | 2 564 | 117,39 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 138 | 16 | ||||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 143 350 | 2,21 | 16 404 | 9,43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 9 186 | 6,37 | 1 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 6 339 | 11,23 | 725 | 19,05 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 10 085 | 14,75 | 1 154 | 22,90 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 151 | 10,67 | 132 | 18,02 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 137 693 | 5,14 | 15 756 | 12,57 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12 374 | 1,40 | 1 416 | 8,51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 143 | 360 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 49 | 6 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3 511 | 3,39 | 402 | 10,77 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 10 430 | 10,41 | 1 194 | 18,24 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 4 373 | 22,15 | 500 | 30,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1 920 | 220 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 10 273 | 7,84 | 1 176 | 15,42 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 46 367 | 5 306 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 1 794 | 211 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 4 300 | 104,76 | 492 | 119,64 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 36 081 | 3,28 | 4 129 | 10,58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 21 595 | 0,55 | 2 471 | 7,67 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 3 500 | 401 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 1 806 | 26,12 | 207 | 34,64 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 1 000 | 114 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 23 445 | 37,77 | 2 683 | 47,52 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 216 | 20,58 | 368 | 29,12 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 206 914 | 0,72 | 23 677 | 7,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 36 685 | 36,59 | 4 199 | 46,31 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 17 011 | 1,20 | 1 951 | 8,57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 12 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 4 270 | 469,33 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 800 | 206 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 731 | 84 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 728 | 37,46 | 427 | 47,40 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 751 | 305,95 | 86 | 347,37 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 085 | 0,16 | 582 | 7,20 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2 498 | 0,20 | 287 | 7,89 |
