Запись по ценной бумаге · архивный квартал
VB
Vanguard Morningstar Small-Cap ETF · Financial Services · Asset Management
87Отслеживаемые держатели
-2Δ держателей
108.87MАкций в держании
$25.31BОтчётная стоимость
+0Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.2% ·
поток акций -0.6% ·
новые чистые позиции -2.3%
— формула
Широкое распределение — снижение доли акций и уменьшение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | -3 | 96.85M | $29.34B | +1 | −4 |
| Q1 2026 | 88 | 0 | 98.44M | $25.76B | +2 | −2 |
| Q4 2025 | 87 | -2 | 108.87M | $25.31B | — | −2 |
| Q3 2025 | 15 | +1 | 15.36M | $3.91B | +2 | −1 |
| Q2 2025 | 11 | -1 | 3.51M | $832.41M | +2 | −3 |
| Q1 2025 | 9 | +2 | 1.85M | $409.28M | +2 | — |
| Q4 2024 | 7 | +1 | 1.52M | $366.04M | +2 | −1 |
| Q3 2024 | 5 | -1 | 741.44K | $175.88M | — | −1 |
| Q2 2024 | 6 | — | 781.58K | $170.41M | — | — |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 23.43M | — | $6.04B | 0.4% | n/c | 1 | SEC ↗ |
| 2 | Bank Of America Corp /De/ | 23.43M | — | $6.04B | 0.4% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 23.43M | — | $6.04B | 0.4% | n/c | 1 | SEC ↗ |
| 4 | Bank Of America Corp /De/ | 23.43M | — | $6.04B | 0.4% | n/c | 1 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 23.43M | — | $6.04B | 0.4% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 8 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 7.86M | +1.1% | $2.03B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 15 | Wells Fargo & Company/Mn | 6.05M | — | $1.56B | 0.3% | n/c | 1 | SEC ↗ |
| 16 | Wells Fargo & Company/Mn | 6.05M | — | $1.56B | 0.3% | n/c | 1 | SEC ↗ |
| 17 | Wells Fargo & Company/Mn | 6.05M | — | $1.56B | 0.3% | n/c | 1 | SEC ↗ |
| 18 | Wells Fargo & Company/Mn | 6.05M | — | $1.56B | 0.3% | n/c | 1 | SEC ↗ |
| 19 | Wells Fargo & Company/Mn | 6.05M | — | $1.56B | 0.3% | n/c | 1 | SEC ↗ |
| 20 | UBS Group AG | 3.92M | — | $1.01B | 0.2% | n/c | 1 | SEC ↗ |
| 21 | UBS Group AG | 3.92M | — | $1.01B | 0.2% | n/c | 1 | SEC ↗ |
| 22 | UBS Group AG | 3.92M | — | $1.01B | 0.2% | n/c | 1 | SEC ↗ |
| 23 | UBS Group AG | 3.92M | — | $1.01B | 0.2% | n/c | 1 | SEC ↗ |
| 24 | LPL Financial LLC | 3.91M | — | $1.01B | 0.3% | n/c | 1 | SEC ↗ |
| 25 | Envestnet Asset Management Inc | 3.24M | — | $837.03M | 0.2% | n/c | 1 | SEC ↗ |
| 26 | Mercer Global Advisors Inc /Adv | 3.20M | — | $824.19M | 1.3% | n/c | 1 | SEC ↗ |
| 27 | Northwestern Mutual Wealth… | 2.75M | — | $708.84M | 0.4% | n/c | 1 | SEC ↗ |
| 28 | Captrust Financial Advisors | 2.64M | — | $682.04M | 1.3% | n/c | 1 | SEC ↗ |
| 29 | Jones Financial Companies Lllp | 2.50M | — | $644.83M | 0.4% | n/c | 1 | SEC ↗ |
| 30 | Jones Financial Companies Lllp | 2.50M | — | $644.83M | 0.4% | n/c | 1 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 2.40M | — | $618.60M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 2.40M | — | $618.60M | 0.1% | n/c | 1 | SEC ↗ |
| 33 | Ameriprise Financial Inc | 2.40M | — | $618.60M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Raymond James Financial Inc | 2.30M | — | $594.47M | 0.2% | n/c | 1 | SEC ↗ |
| 35 | Raymond James Financial Inc | 2.30M | — | $594.47M | 0.2% | n/c | 1 | SEC ↗ |
| 36 | Raymond James Financial Inc | 2.30M | — | $594.47M | 0.2% | n/c | 1 | SEC ↗ |
| 37 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 38 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 39 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 40 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 41 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 42 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 43 | Royal Bank Of Canada | 2.20M | — | $568.25M | 0.1% | n/c | 1 | SEC ↗ |
| 44 | Creative Planning | 2.13M | — | $548.34M | 0.4% | n/c | 1 | SEC ↗ |
| 45 | Creative Planning | 2.13M | — | $548.34M | 0.4% | n/c | 1 | SEC ↗ |
| 46 | Creative Planning | 2.13M | — | $548.34M | 0.4% | n/c | 1 | SEC ↗ |
| 47 | Mariner, LLC | 1.97M | — | $507.12M | 0.6% | n/c | 1 | SEC ↗ |
| 48 | Mariner, LLC | 1.97M | — | $507.12M | 0.6% | n/c | 1 | SEC ↗ |
| 49 | Mariner, LLC | 1.97M | — | $507.12M | 0.6% | n/c | 1 | SEC ↗ |
| 50 | Mariner, LLC | 1.97M | — | $507.12M | 0.6% | n/c | 1 | SEC ↗ |
| 51 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 53 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 57 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 58 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 59 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 60 | Pnc Financial Services Group, Inc. | 1.94M | — | $501.20M | 0.3% | n/c | 1 | SEC ↗ |
| 61 | Charles Schwab Investment… | 1.82M | — | $468.18M | 0.1% | n/c | 1 | SEC ↗ |
| 62 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 63 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 64 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 65 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 66 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 67 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 68 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 69 | Bank of New York Mellon Corp | 1.74M | — | $447.61M | 0.1% | n/c | 1 | SEC ↗ |
| 70 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 76 | Goldman Sachs Group ✦ | 1.69M | +0.1% | $434.77M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 77 | Wealthfront Advisers LLC | 1.57M | — | $404.46M | 0.9% | n/c | 1 | SEC ↗ |
| 78 | Stifel Financial Corp | 1.18M | — | $304.29M | 0.3% | n/c | 1 | SEC ↗ |
| 79 | Stifel Financial Corp | 1.18M | — | $304.29M | 0.3% | n/c | 1 | SEC ↗ |
| 80 | Stifel Financial Corp | 1.18M | — | $304.29M | 0.3% | n/c | 1 | SEC ↗ |
| 81 | Stifel Financial Corp | 1.18M | — | $304.29M | 0.3% | n/c | 1 | SEC ↗ |
| 82 | Stifel Financial Corp | 1.18M | — | $304.29M | 0.3% | n/c | 1 | SEC ↗ |
| 83 | Cetera Investment Advisers | 1.17M | — | $301.36M | 0.3% | n/c | 1 | SEC ↗ |
| 84 | Wellington Management ✦ | 1.16M | +2.4% | $298.18M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 85 | Wellington Management ✦ | 1.16M | +2.4% | $298.18M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 86 | Wellington Management ✦ | 1.16M | +2.4% | $298.18M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 87 | Wellington Management ✦ | 1.16M | +2.4% | $298.18M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 88 | Fidelity (FMR) ✦ | 1.15M | +0.3% | $296.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Fidelity (FMR) ✦ | 1.15M | +0.3% | $296.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Fidelity (FMR) ✦ | 1.15M | +0.3% | $296.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 93 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 94 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 95 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 96 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 98 | JPMorgan Chase ✦ | 1.14M | -48.7% | $295.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Corient Private Wealth LP | 11.90M | — | $289.60M | 0.2% | n/c | 1 | SEC ↗ |
| 100 | Corient Private Wealth LP | 11.90M | — | $289.60M | 0.2% | n/c | 1 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Renaissance Technologies | $966,264 | составлял 0.0% |
| Two Sigma Investments | $355,992 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 2,365 держатели, 156.61M акции, $40.09B 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: Q4 2025 ·
Методология ·
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