Запись по ценной бумаге · архивный квартал
ESGV
Vanguard ESG U.S. Stock ETF · Financial Services · Asset Management
57Отслеживаемые держатели
-4Δ держателей
11.00MАкций в держании
$1.23BОтчётная стоимость
+1Новые позиции
−5Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -6.6% ·
поток акций +3.0% ·
новые чистые позиции -7.0%
— формула
Концентрированное накопление — рост доли акций у меньшего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — |
| 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 | — | −2 |
| Q3 2024 | 5 | +2 | 147.53K | $15.00M | +2 | — |
| Q2 2024 | 3 | — | 50.02K | $4.83M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
| 3 | Morgan Stanley ✦ | 1.68M | 0.0% | $188.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.68M | 0.0% | $188.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 1.68M | 0.0% | $188.65M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Creative Planning | 1.46M | +8.4% | $163.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Creative Planning | 1.46M | +8.4% | $163.67M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 664.58K | +0.5% | $74.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Raymond James Financial Inc | 664.58K | +0.5% | $74.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 577.77K | +2.2% | $64.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 577.77K | +2.2% | $64.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 577.77K | +2.2% | $64.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Royal Bank Of Canada | 459.25K | +0.7% | $51.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Royal Bank Of Canada | 459.25K | +0.7% | $51.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Royal Bank Of Canada | 459.25K | +0.7% | $51.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Royal Bank Of Canada | 459.25K | +0.7% | $51.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Baird Financial Group, Inc. | 428.72K | +3.6% | $48.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 18 | Baird Financial Group, Inc. | 428.72K | +3.6% | $48.13M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | LPL Financial LLC | 260.52K | +1.0% | $29.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Jones Financial Companies Lllp | 265.79K | +16.0% | $28.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | UBS Group AG | 257.10K | -3.2% | $28.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | UBS Group AG | 257.10K | -3.2% | $28.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | UBS Group AG | 257.10K | -3.2% | $28.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Ameriprise Financial Inc | 255.10K | -1.7% | $28.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Ameriprise Financial Inc | 255.10K | -1.7% | $28.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 246.66K | -18.9% | $27.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Franklin Resources Inc | 243.18K | -0.7% | $27.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Franklin Resources Inc | 243.18K | -0.7% | $27.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | Envestnet Asset Management Inc | 240.78K | +31.3% | $27.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Cerity Partners LLC | 227.10K | -0.2% | $25.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Cerity Partners LLC | 227.10K | -0.2% | $25.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 190.19K | +0.4% | $21.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 190.19K | +0.4% | $21.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | Mariner, LLC | 178.32K | +19.4% | $20.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Mariner, LLC | 178.32K | +19.4% | $20.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | HighTower Advisors, LLC | 163.41K | -6.0% | $18.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Commonwealth Equity Services, Llc | 153.34K | -3.3% | $17.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Focus Partners Wealth | 136.32K | +3.5% | $15.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Northwestern Mutual Wealth… | 106.69K | +3.3% | $11.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 86.63K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | CIBC Bancorp USA Inc. | 86.63K | — | $9.67M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Blair William & Co/Il | 83.12K | +3.7% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Mercer Global Advisors Inc /Adv | 78.75K | +2.5% | $8.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Wells Fargo & Company/Mn | 74.58K | -9.1% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Wells Fargo & Company/Mn | 74.58K | -9.1% | $8.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | Osaic Holdings, Inc. | 65.17K | -8.9% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Osaic Holdings, Inc. | 65.17K | -8.9% | $7.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | JPMorgan Chase ✦ | 63.87K | -13.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | JPMorgan Chase ✦ | 63.87K | -13.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | JPMorgan Chase ✦ | 63.87K | -13.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | JPMorgan Chase ✦ | 63.87K | -13.4% | $6.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bank of New York Mellon Corp | 61.50K | +29.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Bank of New York Mellon Corp | 61.50K | +29.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Bank of New York Mellon Corp | 61.50K | +29.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Bank of New York Mellon Corp | 61.50K | +29.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 56 | Bank of New York Mellon Corp | 61.50K | +29.6% | $6.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Cetera Investment Advisers | 60.63K | +1.1% | $6.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Financial Engines Advisors L.L.C. | 59.17K | +5.6% | $6.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Us Bancorp \De\ | 46.70K | -0.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Us Bancorp \De\ | 46.70K | -0.6% | $5.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Corient Private Wealth LP | 39.12K | -48.0% | $4.37M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Mml Investors Services, Llc | 33.13K | -2.2% | $3.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Lido Advisors, LLC | 32.79K | -2.2% | $3.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Fidelity (FMR) ✦ | 25.39K | +9.6% | $2.85M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Stifel Financial Corp | 25.20K | +2.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Stifel Financial Corp | 25.20K | +2.6% | $2.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Wealth Enhancement Advisory… | 22.06K | -18.7% | $2.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Truist Financial Corp | 20.19K | +2.6% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Northern Trust Corp | 20.00K | 0.0% | $2.25M | 0.0% | Held | 2 | SEC ↗ |
| 70 | Citigroup Inc | 17.89K | +186.2% | $2.01M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Neuberger Berman Group LLC | 15.42K | -72.4% | $1.73M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Brown Advisory Inc | 15.31K | +1.7% | $1.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Cwm, Llc | 13.49K | +1.2% | $1.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | BlackRock ✦ (пассивный) | 9.51K | +1818.2% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | BlackRock ✦ (пассивный) | 9.51K | +1818.2% | $1.07M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 76 | AQR Capital Management ✦ | 8.86K | -0.9% | $994,225 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 77 | AQR Capital Management ✦ | 8.86K | -0.9% | $994,225 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 78 | Empower Advisory Group, LLC | 7.06K | -2.5% | $792,177 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | Massachusetts Financial Services Co… | 3.22K | -64.0% | $632,939 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | TD Waterhouse Canada Inc. | 5.29K | +28.4% | $596,794 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Russell Investments Group, Ltd. | 5.05K | +4707.6% | $566,776 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $560,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $560,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Pnc Financial Services Group, Inc. | 5.00K | 0.0% | $560,788 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Rockefeller Capital Management L.P. | 4.88K | +71.0% | $547,386 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 86 | National Bank Of Canada /Fi/ | 4.57K | 0.0% | $512,962 | 0.0% | Held | 2 | SEC ↗ |
| 87 | First Manhattan Co. Llc. | 2.71K | +0.9% | $303,690 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Cibc World Market Inc. | 2.28K | -5.2% | $255,976 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Fifth Third Bancorp | 1.95K | +297.1% | $219,341 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Assetmark, Inc | 268 | -86.5% | $30,088 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | UBS AM, a distinct business unit of… | 42 | Новый | $4,715 | 0.0% | New | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| UBS AM, a distinct business… | $4,715 | 0.0% |
Закрыто
| Susquehanna International… | $2.95M | составлял 0.0% |
| Renaissance Technologies | $459,648 | составлял 0.0% |
| Millennium Management | $241,315 | составлял 0.0% |
| Qube Research & Technologies… | $156,280 | составлял 0.0% |
| Barclays Plc | $59,633 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 675 держатели, 31.05M акции, $3.32B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые держатели данной ценной бумаги — количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q1 2026 ·
Методология ·
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