证券记录 · 已归档季度
MGV
Vanguard Morningstar Mega Cap Value ETF · Financial Services · Asset Management
54被追踪持有人
-2Δ持有人
37.63M持有股份
$5.31B报告持仓市值
+0新建仓位
−2清仓
动量输入（同类管理人）：
持有人广度 -3.6% ·
股份流向 -2.3% ·
净新建仓位 -3.7%
· 公式
广泛减持：持股数量下降，持有人数量减少
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 | 3 | 0 | 15.87M | $2.56B | n/a | n/a |
| Q2 2026 | 61 | +1 | 40.06M | $6.55B | +4 | −3 |
| Q1 2026 | 61 | +7 | 38.92M | $5.64B | +7 | n/a |
| Q4 2025 | 54 | -2 | 37.63M | $5.31B | n/a | −2 |
| Q3 2025 | 11 | 0 | 4.65M | $640.59M | +2 | −2 |
| Q2 2025 | 8 | +1 | 81.32K | $10.67M | +1 | n/a |
| Q1 2025 | 4 | -1 | 43.38K | $5.59M | n/a | −1 |
| Q4 2024 | 5 | +1 | 33.76K | $4.22M | +1 | n/a |
| Q3 2024 | 4 | -1 | 42.77K | $5.49M | n/a | −1 |
| Q2 2024 | 5 | n/a | 34.47K | $4.08M | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Assetmark, Inc | 15.43M | n/a | $2.18B | 4.4% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 4.52M | n/a | $638.27M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 2.98M | -0.7% | $420.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 4 | Ameriprise Financial Inc | 2.22M | n/a | $313.59M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 5 | UBS Group AG | 1.80M | n/a | $254.00M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 6 | Envestnet Asset Management Inc | 1.30M | n/a | $184.01M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | Pnc Financial Services Group, Inc. | 1.22M | n/a | $172.73M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | LPL Financial LLC | 1.07M | n/a | $151.49M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 1.00M | n/a | $141.82M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 10 | HighTower Advisors, LLC | 837.78K | n/a | $118.26M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Raymond James Financial Inc | 718.97K | n/a | $101.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Royal Bank Of Canada | 670.74K | n/a | $94.68M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | JPMorgan Chase ✦ | 597.49K | -46.1% | $84.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Rockefeller Capital Management L.P. | 473.77K | n/a | $66.88M | 0.1% | n/c | 1 | SEC ↗ |
| 15 | Baird Financial Group, Inc. | 359.26K | n/a | $50.71M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Stifel Financial Corp | 352.12K | n/a | $49.71M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 17 | Commonwealth Equity Services, Llc | 341.41K | n/a | $48.19M | 0.1% | n/c | 1 | SEC ↗ |
| 18 | Cetera Investment Advisers | 318.62K | n/a | $44.98M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 215.57K | n/a | $30.45M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 20 | Us Bancorp \De\ | 110.55K | n/a | $15.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 21 | Mml Investors Services, Llc | 110.40K | n/a | $15.58M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Creative Planning | 102.12K | n/a | $14.42M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Northwestern Mutual Wealth… | 86.23K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 83.51K | n/a | $12.12M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Jones Financial Companies Lllp | 78.63K | n/a | $11.10M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 74.64K | -13.7% | $10.54M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 27 | Wealthfront Advisers LLC | 64.31K | n/a | $9.08M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Bnp Paribas Financial Markets | 50.01K | n/a | $7.06M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Captrust Financial Advisors | 45.79K | n/a | $6.46M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mariner, LLC | 43.95K | n/a | $6.20M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 31 | Blair William & Co/Il | 35.95K | n/a | $5.07M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 28.19K | n/a | $3.98M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Lido Advisors, LLC | 26.25K | n/a | $3.70M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 26.02K | +16.8% | $3.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 25.86K | +667.5% | $3.65M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 36 | The Vanguard Group ✦ (被动) | 25.50K | -1.9% | $3.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Corient Private Wealth LP | 23.88K | n/a | $3.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 38 | Truist Financial Corp | 19.52K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Renaissance Technologies ✦ | 17.60K | -55.0% | $2.48M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 40 | Cerity Partners LLC | 15.45K | n/a | $2.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Focus Partners Wealth | 15.25K | n/a | $2.15M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Cwm, Llc | 14.35K | n/a | $2.02M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 11.98K | n/a | $1.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Gotham Asset Management ✦ | 11.98K | 0.0% | $1.69M | 0.0% | Held | 7 | SEC ↗ |
| 45 | Quantinno Capital Management LP | 11.30K | n/a | $1.59M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Bank Of Montreal /Can/ | 8.93K | n/a | $1.26M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | Russell Investments Group, Ltd. | 4.07K | n/a | $573,803 | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Alliancebernstein L.P. | 3.92K | n/a | $553,630 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank of New York Mellon Corp | 3.85K | n/a | $543,934 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 50 | Qube Research & Technologies Ltd | 1.86K | n/a | $263,122 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 1.65K | n/a | $232,632 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | BlackRock ✦ (被动) | 1.44K | +19.0% | $202,988 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 53 | TD Waterhouse Canada Inc. | 298 | n/a | $42,066 | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Franklin Resources Inc | 271 | n/a | $38,254 | 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
| Wellington Management | $46.13M | 曾为 0.0% |
| Two Sigma Investments | $2.08M | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 556 持有人, 55.14M 股份, $7.88B 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