سجل الورقة المالية · ربع مؤرشف
VB
Vanguard Morningstar Small-Cap ETF · Financial Services · Asset Management
88الحاملون المتتبعون
0Δ المساهمون
98.44Mالأسهم المحتفظ بها
$25.76Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−2الخروجات
مدخلات الزخم (المديرون المماثلون): اتساع نطاق المالكين 0.0% · تدفق الأسهم -10.3% · المراكز الجديدة الصافية 0.0% — الصيغة
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 82 | -3 | 95.89M | $29.05B | +1 | −5 |
| 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 | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 21.63M | -7.7% | $5.67B | 0.4% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | Morgan Stanley ✦ | 8.04M | +2.2% | $2.11B | 0.1% | ▲ Add | 3 | SEC ↗ ×10 |
| 3 | Wells Fargo & Company/Mn | 6.02M | -0.4% | $1.58B | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 4 | UBS Group AG | 4.41M | +12.6% | $1.15B | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Envestnet Asset Management Inc | 3.54M | +8.9% | $925.89M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 6 | Mercer Global Advisors Inc /Adv | 3.33M | +4.2% | $871.90M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 7 | LPL Financial LLC | 3.32M | -15.1% | $870.12M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 8 | Jones Financial Companies Lllp | 2.98M | +19.1% | $763.18M | 0.4% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Captrust Financial Advisors | 2.83M | +7.1% | $741.81M | 1.3% | ▲ Add | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 2.81M | +2.4% | $736.78M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 11 | Raymond James Financial Inc | 2.25M | -2.3% | $589.87M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 12 | Mariner, LLC | 2.22M | +12.7% | $580.32M | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Ameriprise Financial Inc | 2.20M | -8.4% | $575.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 2.09M | -5.1% | $547.76M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 15 | Creative Planning | 2.04M | -4.2% | $533.17M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 16 | Pnc Financial Services Group, Inc. | 1.96M | +1.0% | $514.13M | 0.3% | ▲ Add | 2 | SEC ↗ ×10 |
| 17 | Bank of New York Mellon Corp | 1.94M | +11.8% | $508.38M | 0.1% | ▲ Add | 2 | SEC ↗ ×9 |
| 18 | Charles Schwab Investment… | 1.78M | -1.7% | $467.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 1.75M | +3.5% | $457.06M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 20 | Wealthfront Advisers LLC | 1.70M | +8.2% | $444.39M | 1.0% | ▲ Add | 2 | SEC ↗ |
| 21 | CIBC Bancorp USA Inc. | 1.51M | — | $394.06M | 0.5% | n/c | 1 | SEC ↗ ×2 |
| 22 | Cetera Investment Advisers | 1.23M | +5.4% | $322.42M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Wellington Management ✦ | 1.19M | +3.0% | $311.99M | 0.1% | ▲ Add | 8 | SEC ↗ ×3 |
| 24 | Fidelity (FMR) ✦ | 1.18M | +2.2% | $307.83M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 25 | Stifel Financial Corp | 1.17M | -0.5% | $307.49M | 0.3% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | JPMorgan Chase ✦ | 1.20M | +5.2% | $305.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 27 | Commonwealth Equity Services, Llc | 980.88K | -1.5% | $256.91M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 958.84K | +0.8% | $251.15M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 907.83K | +10.3% | $237.97M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Cerity Partners LLC | 863.57K | +12.0% | $227.05M | 0.3% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Baird Financial Group, Inc. | 810.77K | +4.1% | $212.36M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 32 | Bank Of Montreal /Can/ | 733.00K | -12.2% | $191.99M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 33 | Fifth Third Bancorp | 678.70K | +119.4% | $177.77M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 34 | 1832 Asset Management L.P. | 604.60K | +21.4% | $158.36M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 35 | Corient Private Wealth LP | 548.07K | -95.4% | $143.23M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | State Street Global Advisors ✦ (سلبي) | 462.35K | -16.4% | $121.10M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | Rockefeller Capital Management L.P. | 459.42K | +3.7% | $120.33M | 0.2% | ▲ Add | 2 | SEC ↗ ×6 |
| 38 | Truist Financial Corp | 434.43K | +5.0% | $113.79M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Mml Investors Services, Llc | 375.34K | -14.8% | $98.31M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 40 | BlackRock ✦ (سلبي) | 367.80K | +3.5% | $96.33M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 41 | Focus Partners Wealth | 267.05K | +2.7% | $70.07M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Assetmark, Inc | 243.10K | -16.8% | $63.67M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 43 | Wealth Enhancement Advisory… | 228.03K | -42.7% | $60.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Us Bancorp \De\ | 213.24K | -19.1% | $55.86M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 45 | Jane Street Group, Llc | 189.51K | +1027.9% | $49.64M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 46 | Lido Advisors, LLC | 146.10K | +1.1% | $38.27M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 47 | Janus Henderson Group Plc | 145.88K | -51.4% | $38.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Northern Trust Corp | 132.86K | +1.5% | $34.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 49 | AQR Capital Management ✦ | 108.08K | +15.3% | $28.31M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 50 | Cwm, Llc | 106.06K | -6.5% | $27.78M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 51 | Manufacturers Life Insurance… | 98.18K | -11.2% | $25.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Brown Advisory Inc | 93.45K | -3.0% | $24.48M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 53 | Nuveen, LLC | 91.20K | +12.5% | $23.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 54 | First Manhattan Co. Llc. | 89.43K | +8.1% | $23.42M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 55 | Financial Engines Advisors L.L.C. | 87.48K | -4.8% | $22.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | UBS AM, a distinct business unit of… | 86.39K | +377.6% | $22.63M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Quantinno Capital Management LP | 72.28K | +41.5% | $18.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Tidal Investments LLC | 69.25K | -34.1% | $18.14M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 59 | Alliancebernstein L.P. | 70.30K | +0.9% | $18.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Blair William & Co/Il | 63.57K | +4.6% | $16.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Franklin Resources Inc | 42.16K | +72.5% | $11.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 62 | Gotham Asset Management ✦ | 39.21K | +18.6% | $10.27M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 63 | GAMCO Investors ✦ | 33.33K | +29.1% | $8.73M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 32.78K | -15.9% | $8.59M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | Lazard Asset Management Llc | 30.63K | 0.0% | $8.02M | 0.0% | Held | 2 | SEC ↗ |
| 66 | Renaissance Technologies ✦ | 28.32K | جديد | $7.42M | 0.0% | New | 1 | SEC ↗ |
| 67 | Mackenzie Financial Corp | 23.86K | -4.8% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Citigroup Inc | 23.07K | +4.3% | $6.04M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 69 | Sei Investments Co | 17.62K | -32.2% | $4.62M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | Rhumbline Advisers | 13.95K | +41.3% | $3.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Neuberger Berman Group LLC | 7.69K | -0.8% | $2.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 6.93K | +2.6% | $1.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Susquehanna International Group, Llp | 6.75K | -79.3% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Russell Investments Group, Ltd. | 5.84K | +29.3% | $1.53M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 75 | Fisher Asset Management ✦ | 4.28K | +16.2% | $1.12M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 76 | Deutsche Bank Ag\ | 3.85K | -41.3% | $1.01M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 77 | National Bank Of Canada /Fi/ | 3.78K | -10.9% | $988,632 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Chevy Chase Trust Holdings, LLC | 2.61K | -50.6% | $683,873 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 79 | First Trust Advisors Lp | 2.47K | +18.9% | $647,318 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Principal Financial Group Inc | 2.24K | 0.0% | $587,748 | 0.0% | Held | 2 | SEC ↗ |
| 81 | Nomura Asset Management Co Ltd | 1.60K | +60.0% | $419,072 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 82 | Squarepoint Ops LLC | 1.07K | جديد | $280,254 | 0.0% | New | 1 | SEC ↗ |
| 83 | TD Waterhouse Canada Inc. | 659 | -73.0% | $173,459 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Kayne Anderson Rudnick Investment… | 550 | -1.8% | $144,112 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 85 | Allspring Global Investments… | 318 | 0.0% | $83,850 | 0.0% | Held | 2 | SEC ↗ |
| 86 | Schroder Investment Management Group | 244 | — | $63,908 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Loomis Sayles & Co L P | 35 | +3400.0% | $9,167 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 88 | Bnp Paribas Financial Markets | 3 | -50.0% | $786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Renaissance Technologies | $7.42M | 0.0% |
| Squarepoint Ops LLC | $280,254 | 0.0% |
تم الخروج
| Citadel Advisors | $3.84M | كان 0.0% |
| Tudor Investment Corp Et Al | $327,597 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 2,365 المالكون, 156.61M الأسهم, $40.09B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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