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Effectdossier · gearchiveerd kwartaal

VBK

Vanguard Morningstar Small-Cap Growth ETF · Financial Services · Asset Management

356.19 +0.4% marktkapitalisatie $49.19B koers vertraagd (FMP) · per Aug 25 22:08 UTC — los van onderstaande aangiftegegevens

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
76Gevolgde houders
+4Δ houders
24.57MGehouden aandelen
$7.43BGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Stable Overtuigingsscore 39/100 Hoe deze worden berekend → Dit toelichten aan de Research Desk →

Momentum-inputs (vergelijkbare managers): breedte van houders +5.6% · aandelenstroom -9.1% · netto nieuwe posities +5.3%formule
Versnippering van eigendom — meer houders, kleinere totale positie

Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026

Eigendom in de tijd
KwartaalHoudersΔAandelenGerapporteerde waardeNieuwUitstappen
Q2 2026 75 0 23.97M $8.76B +5 −5
Q1 2026 76 +4 24.57M $7.43B +6 −2
Q4 2025 72 +2 26.96M $8.15B +2
Q3 2025 8 -1 2.57M $764.25M −1
Q2 2025 6 0 69.44K $19.23M +2 −2
Q1 2025 3 +1 24.51K $6.17M +2 −1
Q4 2024 2 -1 12.81K $3.59M +1 −2
Q3 2024 3 0 16.17K $4.32M
Q2 2024 3 52.20K $13.06M
Aantal houders
Wie het bezit · Q1 2026
#ManagerAandelenΔ aandelenWaardeHun gewichtGehouden
1 Bank Of America Corp /De/ 8.44M -17.7% $2.55B 0.2% ▼ Trim 2 SEC ↗
2 Bank Of America Corp /De/ 8.44M -17.7% $2.55B 0.2% ▼ Trim 2 SEC ↗
3 Bank Of America Corp /De/ 8.44M -17.7% $2.55B 0.2% ▼ Trim 2 SEC ↗
4 Bank Of America Corp /De/ 8.44M -17.7% $2.55B 0.2% ▼ Trim 2 SEC ↗
5 Bank Of America Corp /De/ 8.44M -17.7% $2.55B 0.2% ▼ Trim 2 SEC ↗
6 Morgan Stanley 1.94M +2.9% $585.33M 0.0% ▲ Add 3 SEC ↗
7 Morgan Stanley 1.94M +2.9% $585.33M 0.0% ▲ Add 3 SEC ↗
8 Morgan Stanley 1.94M +2.9% $585.33M 0.0% ▲ Add 3 SEC ↗
9 Morgan Stanley 1.94M +2.9% $585.33M 0.0% ▲ Add 3 SEC ↗
10 Morgan Stanley 1.94M +2.9% $585.33M 0.0% ▲ Add 3 SEC ↗
11 Morgan Stanley 1.94M +2.9% $585.33M 0.0% ▲ Add 3 SEC ↗
12 Assetmark, Inc 1.61M +2.8% $486.42M 1.0% ▲ Add 2 SEC ↗
13 Corient Private Wealth LP 1.03M -49.6% $311.69M 0.4% ▼ Trim 2 SEC ↗
14 Sei Investments Co 984.72K +1.6% $297.63M 0.3% ▲ Add 2 SEC ↗
15 LPL Financial LLC 898.98K -1.2% $271.72M 0.1% ▼ Trim 2 SEC ↗
16 Wells Fargo & Company/Mn 837.60K -6.6% $253.16M 0.1% ▼ Trim 2 SEC ↗
17 Wells Fargo & Company/Mn 837.60K -6.6% $253.16M 0.1% ▼ Trim 2 SEC ↗
18 Wells Fargo & Company/Mn 837.60K -6.6% $253.16M 0.1% ▼ Trim 2 SEC ↗
19 Wells Fargo & Company/Mn 837.60K -6.6% $253.16M 0.1% ▼ Trim 2 SEC ↗
20 UBS Group AG 769.52K +5.9% $232.59M 0.0% ▲ Add 2 SEC ↗
21 UBS Group AG 769.52K +5.9% $232.59M 0.0% ▲ Add 2 SEC ↗
22 UBS Group AG 769.52K +5.9% $232.59M 0.0% ▲ Add 2 SEC ↗
23 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
24 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
25 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
26 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
27 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
28 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
29 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
30 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
31 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
32 Pnc Financial Services Group, Inc. 697.63K +0.5% $210.86M 0.1% ▲ Add 2 SEC ↗
33 Envestnet Asset Management Inc 637.26K +21.1% $192.61M 0.1% ▲ Add 2 SEC ↗
34 Jones Financial Companies Lllp 617.06K +19.8% $182.03M 0.1% ▲ Add 2 SEC ↗
35 Jones Financial Companies Lllp 617.06K +19.8% $182.03M 0.1% ▲ Add 2 SEC ↗
36 Ameriprise Financial Inc 487.73K +17.9% $147.41M 0.0% ▲ Add 2 SEC ↗
37 Ameriprise Financial Inc 487.73K +17.9% $147.41M 0.0% ▲ Add 2 SEC ↗
38 Ameriprise Financial Inc 487.73K +17.9% $147.41M 0.0% ▲ Add 2 SEC ↗
39 Ameriprise Financial Inc 487.73K +17.9% $147.41M 0.0% ▲ Add 2 SEC ↗
40 Raymond James Financial Inc 477.17K -7.3% $144.23M 0.0% ▼ Trim 2 SEC ↗
41 Raymond James Financial Inc 477.17K -7.3% $144.23M 0.0% ▼ Trim 2 SEC ↗
42 Raymond James Financial Inc 477.17K -7.3% $144.23M 0.0% ▼ Trim 2 SEC ↗
43 Cetera Investment Advisers 476.91K -1.3% $144.15M 0.2% ▼ Trim 2 SEC ↗
44 Mml Investors Services, Llc 327.72K -11.9% $99.05M 0.3% ▼ Trim 2 SEC ↗
45 Rockefeller Capital Management L.P. 317.70K -2.4% $96.03M 0.2% ▼ Trim 2 SEC ↗
46 Rockefeller Capital Management L.P. 317.70K -2.4% $96.03M 0.2% ▼ Trim 2 SEC ↗
47 Rockefeller Capital Management L.P. 317.70K -2.4% $96.03M 0.2% ▼ Trim 2 SEC ↗
48 Rockefeller Capital Management L.P. 317.70K -2.4% $96.03M 0.2% ▼ Trim 2 SEC ↗
49 Northwestern Mutual Wealth… 317.13K +4.7% $95.85M 0.1% ▲ Add 2 SEC ↗
50 Osaic Holdings, Inc. 295.51K +14.7% $89.40M 0.1% ▲ Add 2 SEC ↗
51 Osaic Holdings, Inc. 295.51K +14.7% $89.40M 0.1% ▲ Add 2 SEC ↗
52 Osaic Holdings, Inc. 295.51K +14.7% $89.40M 0.1% ▲ Add 2 SEC ↗
53 Royal Bank Of Canada 293.55K -1.4% $88.73M 0.0% ▼ Trim 2 SEC ↗
54 Royal Bank Of Canada 293.55K -1.4% $88.73M 0.0% ▼ Trim 2 SEC ↗
55 Royal Bank Of Canada 293.55K -1.4% $88.73M 0.0% ▼ Trim 2 SEC ↗
56 Royal Bank Of Canada 293.55K -1.4% $88.73M 0.0% ▼ Trim 2 SEC ↗
57 Royal Bank Of Canada 293.55K -1.4% $88.73M 0.0% ▼ Trim 2 SEC ↗
58 Royal Bank Of Canada 293.55K -1.4% $88.73M 0.0% ▼ Trim 2 SEC ↗
59 HighTower Advisors, LLC 273.38K -19.0% $82.63M 0.1% ▼ Trim 2 SEC ↗
60 Us Bancorp \De\ 206.03K +14.2% $70.75M 0.1% ▲ Add 2 SEC ↗
61 Us Bancorp \De\ 206.03K +14.2% $70.75M 0.1% ▲ Add 2 SEC ↗
62 Us Bancorp \De\ 206.03K +14.2% $70.75M 0.1% ▲ Add 2 SEC ↗
63 Us Bancorp \De\ 206.03K +14.2% $70.75M 0.1% ▲ Add 2 SEC ↗
64 JPMorgan Chase 243.28K -2.3% $70.45M 0.0% ▼ Trim 3 SEC ↗
65 JPMorgan Chase 243.28K -2.3% $70.45M 0.0% ▼ Trim 3 SEC ↗
66 JPMorgan Chase 243.28K -2.3% $70.45M 0.0% ▼ Trim 3 SEC ↗
67 JPMorgan Chase 243.28K -2.3% $70.45M 0.0% ▼ Trim 3 SEC ↗
68 JPMorgan Chase 243.28K -2.3% $70.45M 0.0% ▼ Trim 3 SEC ↗
69 JPMorgan Chase 243.28K -2.3% $70.45M 0.0% ▼ Trim 3 SEC ↗
70 Focus Partners Wealth 223.56K -1.9% $67.57M 0.1% ▼ Trim 2 SEC ↗
71 1832 Asset Management L.P. 214.06K +0.9% $64.70M 0.1% ▲ Add 2 SEC ↗
72 Mariner, LLC 212.49K +0.6% $64.22M 0.1% ▲ Add 2 SEC ↗
73 Mariner, LLC 212.49K +0.6% $64.22M 0.1% ▲ Add 2 SEC ↗
74 Mariner, LLC 212.49K +0.6% $64.22M 0.1% ▲ Add 2 SEC ↗
75 Mariner, LLC 212.49K +0.6% $64.22M 0.1% ▲ Add 2 SEC ↗
76 Commonwealth Equity Services, Llc 206.21K -3.0% $62.33M 0.1% ▼ Trim 2 SEC ↗
77 Fifth Third Bancorp 167.25K +145.0% $50.55M 0.1% ▲ Add 2 SEC ↗
78 Stifel Financial Corp 148.53K +3.1% $44.90M 0.0% ▲ Add 2 SEC ↗
79 Stifel Financial Corp 148.53K +3.1% $44.90M 0.0% ▲ Add 2 SEC ↗
80 Stifel Financial Corp 148.53K +3.1% $44.90M 0.0% ▲ Add 2 SEC ↗
81 Stifel Financial Corp 148.53K +3.1% $44.90M 0.0% ▲ Add 2 SEC ↗
82 Creative Planning 124.03K +1.5% $37.49M 0.0% ▲ Add 2 SEC ↗
83 Creative Planning 124.03K +1.5% $37.49M 0.0% ▲ Add 2 SEC ↗
84 Cwm, Llc 118.42K +3.0% $35.79M 0.1% ▲ Add 2 SEC ↗
85 Fidelity (FMR) 99.43K +55.4% $30.05M 0.0% ▲ Add 4 SEC ↗
86 Fidelity (FMR) 99.43K +55.4% $30.05M 0.0% ▲ Add 4 SEC ↗
87 Charles Schwab Investment… 87.31K -13.1% $26.39M 0.0% ▼ Trim 2 SEC ↗
88 Wealth Enhancement Advisory… 77.54K -22.8% $23.83M 0.1% ▼ Trim 2 SEC ↗
89 Truist Financial Corp 75.04K -36.6% $22.68M 0.0% ▼ Trim 2 SEC ↗
90 Truist Financial Corp 75.04K -36.6% $22.68M 0.0% ▼ Trim 2 SEC ↗
91 Goldman Sachs Group 74.67K -1.2% $22.57M 0.0% ▼ Trim 3 SEC ↗
92 Goldman Sachs Group 74.67K -1.2% $22.57M 0.0% ▼ Trim 3 SEC ↗
93 Goldman Sachs Group 74.67K -1.2% $22.57M 0.0% ▼ Trim 3 SEC ↗
94 CIBC Bancorp USA Inc. 65.23K $19.71M 0.0% n/c 1 SEC ↗
95 CIBC Bancorp USA Inc. 65.23K $19.71M 0.0% n/c 1 SEC ↗
96 Captrust Financial Advisors 48.31K +0.6% $14.60M 0.0% ▲ Add 2 SEC ↗
97 Baird Financial Group, Inc. 43.19K +12.4% $13.05M 0.0% ▲ Add 2 SEC ↗
98 Baird Financial Group, Inc. 43.19K +12.4% $13.05M 0.0% ▲ Add 2 SEC ↗
99 Cerity Partners LLC 42.65K +12.2% $12.92M 0.0% ▲ Add 2 SEC ↗
100 Cerity Partners LLC 42.65K +12.2% $12.92M 0.0% ▲ Add 2 SEC ↗

"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.

Nieuwe kopers

Geen nieuwe bijgehouden kopers dit kwartaal.

Verlaten

Fisher Asset Management $340,675 was 0.0%
Qube Research & Technologies… $147,732 was 0.0%

Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 1,201 houders, 39.99M aandelen, $11.86B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.

Vaak gezamenlijk in bezit

Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.

Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR. Rapportageperiode: Q1 2026 · Methodologie · Verkrijg dit via de API