证券记录 · 已归档季度
IVOO
Vanguard S&P Mid-Cap 400 ETF · Financial Services · Asset Management - Global
47被追踪持有人
0Δ持有人
8.16M持有股份
$912.11M报告持仓市值
+0新建仓位
−0清仓
动量输入（同类管理人）： 持有人广度 0.0% · 股份流向 -1.1% · 净新建仓位 0.0% · 公式
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 6.77K | $836,503 | n/a | n/a |
| Q2 2026 | 52 | +6 | 9.15M | $1.19B | +6 | −1 |
| Q1 2026 | 48 | +1 | 8.52M | $973.11M | +3 | −2 |
| Q4 2025 | 47 | 0 | 8.16M | $912.11M | n/a | n/a |
| Q3 2025 | 7 | -1 | 3.01M | $331.99M | n/a | −1 |
| Q2 2025 | 5 | 0 | 36.38K | $3.82M | n/a | n/a |
| Q1 2025 | 2 | 0 | 13.63K | $1.35M | n/a | n/a |
| Q4 2024 | 2 | +1 | 7.93K | $837,143 | +1 | n/a |
| Q3 2024 | 1 | +1 | 3.44K | $362,839 | +1 | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.69M | +2.9% | $188.98M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.33M | n/a | $148.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Morgan Stanley ✦ | 1.01M | +2.5% | $112.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 4 | UBS Group AG | 868.73K | n/a | $97.12M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Northwestern Mutual Wealth… | 555.86K | n/a | $62.14M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Raymond James Financial Inc | 338.43K | n/a | $37.84M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Wells Fargo & Company/Mn | 272.62K | n/a | $30.48M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 271.79K | n/a | $30.39M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 259.21K | n/a | $28.98M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 232.06K | n/a | $25.94M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 218.30K | n/a | $24.42M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 181.59K | -48.3% | $20.30M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | Osaic Holdings, Inc. | 142.26K | n/a | $15.91M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Commonwealth Equity Services, Llc | 140.53K | n/a | $15.71M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Cetera Investment Advisers | 119.68K | n/a | $13.38M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 79.45K | n/a | $8.88M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Brown Advisory Inc | 64.59K | n/a | $7.22M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 57.57K | n/a | $6.44M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 19 | Cerity Partners LLC | 49.20K | n/a | $5.50M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 20 | Mariner, LLC | 35.95K | n/a | $4.02M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 21 | Creative Planning | 30.38K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Corient Private Wealth LP | 25.70K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Truist Financial Corp | 22.49K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Mml Investors Services, Llc | 21.15K | n/a | $2.36M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | The Vanguard Group ✦ (被动) | 15.52K | +0.3% | $1.74M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 14.53K | n/a | $1.62M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 27 | Susquehanna International Group, Llp | 14.00K | n/a | $1.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Gotham Asset Management ✦ | 12.25K | +256.5% | $1.37M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 29 | Focus Partners Wealth | 12.01K | n/a | $1.34M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 11.47K | n/a | $1.28M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 10.79K | +13.1% | $1.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | Captrust Financial Advisors | 9.55K | n/a | $1.07M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Jane Street Group, Llc | 7.79K | n/a | $870,698 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 7.40K | n/a | $827,767 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Wealth Enhancement Advisory… | 5.72K | n/a | $665,830 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Us Bancorp \De\ | 4.46K | n/a | $498,740 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 37 | Northern Trust Corp | 3.69K | n/a | $411,983 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Mercer Global Advisors Inc /Adv | 3.37K | n/a | $376,845 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | HighTower Advisors, LLC | 3.09K | n/a | $345,947 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 2.93K | n/a | $327,574 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Blair William & Co/Il | 2.53K | n/a | $282,980 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | BlackRock ✦ (被动) | 400 | 0.0% | $44,720 | 0.0% | Held | 3 | SEC ↗ |
| 43 | Cwm, Llc | 262 | n/a | $29,000 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Russell Investments Group, Ltd. | 254 | n/a | $28,410 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Kayne Anderson Rudnick Investment… | 181 | n/a | $20,232 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 127 | n/a | $14,199 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 66 | n/a | $7,379 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 298 持有人, 14.81M 股份, $1.49B 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据