Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Vanguard Scottsdale Funds - Vanguard Russell 2000 Value ETF meliputi Financial Engines Advisors L.L.C., Nyl Investors Llc, Wrenne Financial Planning LLC, SRS Capital Advisors, Inc., Iron Horse Wealth Management, LLC, dan CoreFirst Bank & Trust .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 16,717 | 0.42 | 2,325 | 4.97 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 2,754 | 1.59 | 383 | 6.39 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 437 | 1,050.00 | 61 | 1,100.00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,037 | 4.25 | 283 | 8.85 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,611 | 2.18 | 4,953 | 6.79 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 4,805 | 9.35 | 668 | -22.14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 3,946 | 4.50 | 549 | 9.16 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2,093 | 10.16 | 291 | 15.48 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 367 | 0.82 | 51 | -1.92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 150,323 | 13.75 | 20,909 | 18.88 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 8,231 | 2.90 | 1,145 | 7.52 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 40,889 | 100.38 | 5,687 | 109.47 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39,461 | 44.76 | 5,489 | 51.27 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 27,104 | 22.00 | 3,770 | 27.50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 14,439 | 2,008 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 145 | 20 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 99 | 14 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54,256 | 0.20 | 7,547 | 4.72 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 1,959 | 10.37 | 272 | 15.25 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 7,971 | 1,109 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,654 | 22.76 | 369 | 28.13 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 40 | 100.00 | 6 | 150.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,511 | 73.28 | 210 | 81.03 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,551 | 2.78 | 911 | 7.31 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5,918 | 0.08 | 823 | 4.71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 2,298 | 20.63 | 323 | 27.27 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 38,953 | 5.87 | 5,418 | 10.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,994 | 46.58 | 695 | 53.20 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 758 | 0.40 | 105 | 5.00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3,779 | 0.19 | 526 | 4.58 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 96,520 | 4.86 | 13,425 | 9.58 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,750 | 10.90 | 243 | 15.71 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 53 | 7 | ||||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 2,616 | 0.38 | 364 | 4.91 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,517 | 4.13 | 1,185 | 8.82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 15,772 | 2,194 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 117,989 | 5.75 | 16,411 | 10.52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,963 | 2.01 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 10,215 | 1,421 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 254 | 35 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 4,655 | 2.20 | 647 | 6.77 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 20,695 | 29.97 | 2,878 | 35.82 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 6,034 | 839 | ||||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 15,116 | 6.80 | 2,103 | 11.63 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,806 | 1.39 | 529 | 6.01 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15,705 | 0.32 | 2,184 | 4.85 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 5,189 | 232.63 | 722 | 248.31 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 4,318 | 0.05 | 601 | 4.53 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 14,859 | 3.40 | 2,067 | 8.05 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12,851 | 0.01 | 1,787 | 4.50 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,236 | 0.41 | 172 | 4.91 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 25,182 | 0.60 | 3,503 | 5.13 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 11,293 | 9.91 | 1,571 | 14.85 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 36,596 | 1.21 | 5,090 | 5.78 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 88,750 | 4.71 | 12,344 | 9.43 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 11,143 | 3.05 | 1,550 | 7.64 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 12,555 | 2.82 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12,065 | 13.63 | 1,678 | 18.75 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 8,104 | 1.05 | 1,127 | 5.62 | ||||
| 2025-08-14 | 13F | UBS Group AG | 30,514 | 4.37 | 4,244 | 9.07 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1,867 | 0.32 | 260 | 4.86 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 57,184 | 0.14 | 7,954 | 4.64 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 186,497 | 7.94 | 25,940 | 12.80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 27,497 | 55.70 | 3,825 | 62.72 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 18,513 | 0.39 | 2,575 | 6.23 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 5,088 | 41.53 | 708 | 47.91 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 2,528 | 352 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,847 | 0.89 | 0 | |||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,136 | 0.44 | 158 | 4.67 |
