Registro do valor mobiliário · trimestre arquivado
ESGV
Vanguard ESG U.S. Stock ETF · Financial Services · Asset Management
57Detentores rastreados
-4Δ titulares
11.00MAções mantidas
$1.23BValor reportado
+1Novas posições
−5Saídas
Dados de momentum (gestores comparáveis):
amplitude de detentores -6.6% ·
fluxo de ações +3.0% ·
novas posições líquidas -7.0%
· fórmula
Acumulação concentrada: participações crescentes entre um número menor de detentores
Todos os dados de participação: apenas gestores 13F rastreados, posições em ações ordinárias, período de referência Q1 2026
Participação ao longo do tempo
| Trimestre | Detentores | Δ | Ações | Valor reportado | Novo | Saídas |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.47K | $4.31M | n/a | n/a |
| Q2 2026 | 61 | +5 | 11.36M | $1.50B | +6 | −1 |
| 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 |
Quem detém · Q1 2026
| # | Gestor | Ações | Δ ações | Valor | Seu peso | Detido | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (passivo) | 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 | Novo | $4,715 | 0.0% | New | 1 | SEC ↗ |
"Peso no portfolio" = a participação da posição no valor de renda variável 13F reportado pelo gestor: a medida de convicção. ✦ = gestor curado.
Novos compradores
| UBS AM, a distinct business… | $4,715 | 0.0% |
Encerrado
| Susquehanna International… | $2.95M | era 0.0% |
| Renaissance Technologies | $459,648 | era 0.0% |
| Millennium Management | $241,315 | era 0.0% |
| Qube Research & Technologies… | $156,280 | era 0.0% |
| Barclays Plc | $59,633 | era 0.0% |
Contexto de mercado completo: entre TODOS os filers 13F (dados estruturados da SEC, Q1 2026): 675 detentores, 31.05M ações, $3.32B reportado. Este é um período diferente e mais antigo do que os dados do universo rastreado acima, e os dois nunca são combinados.
Frequentemente detidos em conjunto
O que os detentores rastreados deste título mais frequentemente também detêm: contagens de propriedade compartilhada, não relações fundamentais.
Proveniência: Participação a partir de posições em ações ordinárias de 13F analisadas (universo rastreado, conjuntos comparáveis para variações); linhas de insiders dos Formulários 3/4/5; participações dos Schedules 13D/13G; cada filing está vinculado ao original no SEC EDGAR.
Período de referência: Q1 2026 ·
Metodologia ·
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