سجل الورقة المالية · ربع مؤرشف
ESGV
Vanguard ESG U.S. Stock ETF · Financial Services · Asset Management
57الحاملون المتتبعون
-4Δ المساهمون
11.00Mالأسهم المحتفظ بها
$1.23Bالقيمة المُبلَّغ عنها
+1المراكز الجديدة
−5الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -6.6% ·
تدفق الأسهم +3.0% ·
المراكز الجديدة الصافية -7.0%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 60 | +5 | 11.19M | $1.48B | +6 | −2 |
| Q1 2026 | 57 | -4 | 11.00M | $1.23B | +1 | −5 |
| Q4 2025 | 61 | -1 | 14.21M | $1.72B | +1 | −2 |
| Q3 2025 | 10 | +2 | 5.90M | $698.57M | +2 | n/a |
| Q2 2025 | 5 | -1 | 3.53M | $387.12M | +1 | −2 |
| Q1 2025 | 3 | 0 | 19.11K | $1.87M | +1 | −1 |
| Q4 2024 | 3 | -2 | 228.66K | $23.98M | n/a | −2 |
| Q3 2024 | 5 | +2 | 147.53K | $15.00M | +2 | n/a |
| Q2 2024 | 3 | n/a | 50.02K | $4.83M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealthfront Advisers LLC | 1.79M | +13.6% | $200.98M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 1.68M | 0.0% | $188.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 3 | Creative Planning | 1.46M | +8.4% | $163.67M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Raymond James Financial Inc | 664.58K | +0.5% | $74.61M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 577.77K | +2.2% | $64.87M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 6 | Royal Bank Of Canada | 459.25K | +0.7% | $51.56M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 7 | Baird Financial Group, Inc. | 428.72K | +3.6% | $48.13M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 8 | LPL Financial LLC | 260.52K | +1.0% | $29.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 265.79K | +16.0% | $28.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | UBS Group AG | 257.10K | -3.2% | $28.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Ameriprise Financial Inc | 255.10K | -1.7% | $28.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Goldman Sachs Group ✦ | 246.66K | -18.9% | $27.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | Franklin Resources Inc | 243.18K | -0.7% | $27.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Envestnet Asset Management Inc | 240.78K | +31.3% | $27.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 227.10K | -0.2% | $25.50M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Bank Of Montreal /Can/ | 190.19K | +0.4% | $21.35M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Mariner, LLC | 178.32K | +19.4% | $20.02M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | HighTower Advisors, LLC | 163.41K | -6.0% | $18.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 153.34K | -3.3% | $17.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Focus Partners Wealth | 136.32K | +3.5% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 106.69K | +3.3% | $11.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | CIBC Bancorp USA Inc. | 86.63K | n/a | $9.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Blair William & Co/Il | 83.12K | +3.7% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Mercer Global Advisors Inc /Adv | 78.75K | +2.5% | $8.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 74.58K | -9.1% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | Osaic Holdings, Inc. | 65.17K | -8.9% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 63.87K | -13.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Bank of New York Mellon Corp | 61.50K | +29.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 29 | Cetera Investment Advisers | 60.63K | +1.1% | $6.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Financial Engines Advisors L.L.C. | 59.17K | +5.6% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 46.70K | -0.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 32 | Corient Private Wealth LP | 39.12K | -48.0% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 33.13K | -2.2% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Lido Advisors, LLC | 32.79K | -2.2% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 25.39K | +9.6% | $2.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Stifel Financial Corp | 25.20K | +2.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Wealth Enhancement Advisory… | 22.06K | -18.7% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Truist Financial Corp | 20.19K | +2.6% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northern Trust Corp | 20.00K | 0.0% | $2.25M | 0.0% | Held | 2 | SEC ↗ |
| 40 | Citigroup Inc | 17.89K | +186.2% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Neuberger Berman Group LLC | 15.42K | -72.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Brown Advisory Inc | 15.31K | +1.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Cwm, Llc | 13.49K | +1.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | BlackRock ✦ (سلبي) | 9.51K | +1818.2% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 45 | AQR Capital Management ✦ | 8.86K | -0.9% | $994,225 | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 46 | Empower Advisory Group, LLC | 7.06K | -2.5% | $792,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Massachusetts Financial Services Co… | 3.22K | -64.0% | $632,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | TD Waterhouse Canada Inc. | 5.29K | +28.4% | $596,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Russell Investments Group, Ltd. | 5.05K | +4707.6% | $566,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $560,788 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 51 | Rockefeller Capital Management L.P. | 4.88K | +71.0% | $547,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | National Bank Of Canada /Fi/ | 4.57K | 0.0% | $512,962 | 0.0% | Held | 2 | SEC ↗ |
| 53 | First Manhattan Co. Llc. | 2.71K | +0.9% | $303,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Cibc World Market Inc. | 2.28K | -5.2% | $255,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Fifth Third Bancorp | 1.95K | +297.1% | $219,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Assetmark, Inc | 268 | -86.5% | $30,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 42 | جديد | $4,715 | 0.0% | New | 1 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| UBS AM, a distinct business… | $4,715 | 0.0% |
تم الخروج
| Susquehanna International… | $2.95M | كان 0.0% |
| Renaissance Technologies | $459,648 | كان 0.0% |
| Millennium Management | $241,315 | كان 0.0% |
| Qube Research & Technologies… | $156,280 | كان 0.0% |
| Barclays Plc | $59,633 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 675 المالكون, 31.05M الأسهم, $3.32B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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