Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF, to m.in Trust Point Inc., GHP Investment Advisors, Inc., Veratis Advisors, Inc., Regal Investment Advisors LLC, Genesis Financial Group, LLC, Claris Financial LLC, Vanguard Advisers Inc, PlanVest Financial, Inc, Farther Finance Advisors, LLC, Keating Financial Advisory Services, Inc., i SageView Advisory Group, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | 13F | Claris Financial LLC | 2 000 | 204 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 3 061 | 25,61 | 312 | 26,83 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 1 541 | 157 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 472 | 48 | ||||||
| 2026-02-18 | 13F | Veratis Advisors, Inc. | 2 561 | 279 | ||||||
| 2026-04-15 | 13F | Trust Point Inc. | 641 623 | 65 414 | ||||||
| 2026-04-28 | 13F | SBI Securities Co., Ltd. | 35 | 118,75 | 4 | 200,00 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 805 | 82 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 2 104 | 215 | ||||||
| 2026-05-08 | 13F | Bruce G. Allen Investments, LLC | 1 363 | 89,31 | 139 | 91,67 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 28 568 | 3,82 | 2 845 | 2,37 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 899 | 1,24 | 91 | 1,12 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 10 379 | 1 058 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 108 223 | 5,21 | 11 033 | 6,19 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 28 666 | 2 922 | ||||||
| 2026-05-07 | 13F | Argyle Capital Partners, LLC | 2 210 | 4,44 | 225 | 5,63 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 4 081 | 1,54 | 0 | |||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 756 | 383 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 18 352 | 20,07 | 1 854 | 20,32 | ||||
| 2026-04-24 | 13F | Keybank National Association/oh | 10 380 | 4,35 | 1 058 | 5,38 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 1 023 | 0,99 | ||||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 3 802 | 2,07 | 388 | 2,93 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 378 657 | 14,63 | 38 604 | 15,70 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 5 609 | 572 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 20 228 | 978,25 | 2 062 | 991,01 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 418 | 109,00 | 43 | |||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 130 | 13 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 15 121 | 1,45 | 1 542 | 2,39 | ||||
| 2026-04-16 | 13F | Rockland Trust Co | 815 334 | 0,52 | 83 123 | 1,46 | ||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 4 708 | 480 | ||||||
| 2026-05-06 | 13F | Goodman Financial Corp | 5 732 | 0,12 | 584 | 1,04 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 3 102 | 14,13 | 316 | 15,33 | ||||
| 2026-05-07 | 13F | Insight 2811, Inc. | 3 072 | 4,03 | 313 | 5,03 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 9 404 | 60,61 | 959 | 62,10 | ||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 5 299 | 0,13 | 540 | 1,12 | ||||
| 2026-05-14 | 13F | Regal Investment Advisors LLC | 2 178 | 222 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 8 349 | 9,15 | 851 | 10,23 | ||||
| 2026-05-15 | 13F | MidFirst Bank | 84 045 | 19,50 | 8 568 | 20,61 | ||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 18 343 | 11,53 | 1 870 | 12,58 | ||||
| 2026-05-12 | 13F | Creative Planning | 13 149 | 5,41 | 1 341 | 6,35 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 121 596 | 4,51 | 12 397 | 5,48 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 82 055 | 2,71 | 8 365 | 3,67 | ||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 13 708 | 44,87 | 1 370 | 43,35 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 5 757 | 2,42 | 587 | 3,35 | ||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 162 | 17 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 2 528 | 258 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 15 786 | 2,88 | 1 609 | 3,87 | ||||
| 2026-05-15 | 13F | Fmr Llc | 3 465 | 37,39 | 353 | 38,98 | ||||
| 2026-05-18 | 13F | Genesis Financial Group, LLC | 2 045 | 208 | ||||||
| 2026-04-15 | 13F | Stordahl Capital Management, Inc. | 174 434 | 1,24 | 17 784 | 2,18 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 89 162 | 18,02 | 9 090 | 19,13 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14 047 | 1 432 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 4 547 | 12,61 | 464 | 13,76 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 76 040 | 2,11 | 7 752 | 3,07 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 158 534 | 5,15 | 16 163 | 6,13 |
