Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF termasuk Goodman Financial Corp, Aqr Capital Management Llc, Heritage Wealth Advisors, Evensky & Katz LLC, SYM FINANCIAL Corp, Plante Moran Financial Advisors, LLC, dan Bokf, Na .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
