Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF comprennent Fund Evaluation Group, LLC, Lowe Brockenbrough & Co Inc, Glenmede Investment Management, LP, Pallas Capital Advisors LLC, Evoke Wealth, Llc, Evolution Wealth Management Inc., Private Wealth Asset Management, LLC, Apella Capital, LLC, Lokken Investment Group LLC, Russell Investments Group, Ltd., Sunpointe, LLC, Cooper Financial Group, New Republic Capital, LLC, Marshall Wace, Llp, Kestra Private Wealth Services, Llc, Mycio Wealth Partners, Llc, Private Capital Management Llc, SRS Capital Advisors, Inc., et Olistico Wealth, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 74 648 | 214,84 | 20 360 | 248,03 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10 327 | 30,89 | 2 817 | 44,71 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 165 | 1,23 | 45 | 12,50 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 8 358 | 1,31 | 2 305 | 18,09 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 116 | -4,96 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 63 374 | 81,39 | 17 285 | 100,50 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29 293 | 7 990 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 21 100 | 5 755 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 966 | 0,31 | 536 | 10,97 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 034 | 0,30 | 1 100 | 10,89 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 883 | 241 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 222 295 | 0,36 | 61 | 11,11 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 36 664 | 10 000 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 10 182 | 2 777 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 50 | 14 | ||||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 1 045 | 14,33 | 285 | 26,67 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 988 | 269 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 41 208 | 30,62 | 11 239 | 44,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 551 | 1 024,49 | 150 | 1 141,67 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 1 905 | 520 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 44 464 | 429,40 | 12 | 500,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 1 470 | 401 | ||||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 314 | 86 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 17 779 | 46,32 | 4 849 | 61,74 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 5 248 | 100,00 | 1 431 | 121,17 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 063 | 290 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 452 | 0,22 | 123 | 10,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 800 | 44,10 | 1 036 | 59,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14 447 | 0,38 | 3 940 | 10,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 75 540 | 105,11 | 20 604 | 126,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 16 417 | 1,40 | 4 478 | 12,07 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 1 820 | 9,84 | 496 | 21,57 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 586 | 0,34 | 160 | 12,77 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 139 081 | 37 934 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 525 460 | 1,47 | 143 561 | 12,46 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 466 325 | 1,42 | 127 190 | 12,10 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 13 | 8,33 | 4 | 50,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 272 | 65 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 12 533 | 0,01 | 3 418 | 10,54 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 3 788 | 1,23 | 1 033 | 11,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 453 | 79,18 | 669 | 98,52 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 5 166 | 0,19 | 1 409 | 10,69 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 53 527 | 1,70 | 14 599 | 12,41 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 802 | 1 582 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 18 502 | 2,83 | 5 046 | 13,65 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 3 148 | 37,11 | 859 | 51,59 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 140 611 | 4,93 | 38 352 | 15,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6 049 | 2,44 | 1 650 | 13,18 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 41 713 | 3,59 | 11 377 | 14,50 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 448 | 0,29 | 668 | 10,80 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 26 | 13,04 | 7 | 40,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 224 686 | 0,94 | 61 283 | 11,58 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 648 | 7,07 | 1 541 | 18,37 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 2 424 | 661 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 966 | 56,60 | 809 | 73,02 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 406 | 74,22 | 656 | 91,81 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 24 674 | 20,33 | 6 730 | 33,01 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 691 | 461 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 220 065 | 22,58 | 60 023 | 35,49 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 6 | 2 | ||||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 466 325 | 1,42 | 127 190 | 12,10 | ||||
| 2025-08-08 | 13F | Creative Planning | 3 967 | 4,86 | 1 082 | 15,86 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 9 255 | 36,10 | 2 524 | 50,42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 001 | 43,50 | 4 092 | 58,63 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 46 295 | 7,41 | 12 627 | 18,72 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 29 711 | 6,76 | 8 104 | 18,00 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4 946 | 210,29 | 1 349 | 243,26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 344 | 421,21 | 94 | 447,06 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 384 | 5,09 | 378 | 16,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 15 292 | 0,94 | 4 171 | 11,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 224 848 | 2,70 | 61 328 | 13,52 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 897 | 245 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16 341 | 3,35 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4 400 | 1 200 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 737 | 2 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12 549 | 3,47 | 3 423 | 14,37 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 771 | 210 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 15 055 | 4 106 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14 617 | 17,07 | 4 038 | 31,10 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 84 088 | 0,02 | 22 935 | 10,56 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 248 | 439,92 | 1 431 | 498,74 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 64 547 | 19,84 | 17 605 | 32,47 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 368 | 2,86 | 373 | 13,72 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 4 269 | 1 170 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 14 849 | 0,53 | 4 050 | 11,14 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 581 | 0,35 | 158 | 11,27 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 19 198 | 31,33 | 5 236 | 45,16 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 24 501 | 26,74 | 6 683 | 40,08 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 190 | 0,25 | 325 | 10,96 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 6 052 | 3,36 | 1 651 | 14,27 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2 700 | 1 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 60 887 | 32,10 | 16 607 | 46,01 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 1 495 | 408 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 386 | 26,56 | 105 | 40,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 309 | 33,54 | 903 | 47,63 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 26 918 | 0,96 | 7 | 16,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12 129 | 7,00 | 3 308 | 18,23 |
