Catatan efek
VBR
Vanguard Morningstar Small-Cap Value ETF · Financial Services · Asset Management
78Pemegang yang dilacak
+2Δ pemegang
46.40MSaham yang dipegang
$11.27BNilai yang dilaporkan
+4Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.6% ·
aliran saham +2.5% ·
posisi baru bersih +2.6%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +2 | 46.40M | $11.27B | +4 | −2 |
| Q1 2026 | 77 | +5 | 45.47M | $9.88B | +6 | −1 |
| Q4 2025 | 72 | -3 | 47.93M | $10.15B | — | −3 |
| Q3 2025 | 12 | +1 | 5.86M | $1.22B | +2 | −1 |
| Q2 2025 | 8 | -2 | 247.12K | $48.19M | — | −2 |
| Q1 2025 | 7 | +1 | 84.87K | $15.81M | +1 | — |
| Q4 2024 | 6 | 0 | 61.03K | $12.09M | +1 | −1 |
| Q3 2024 | 6 | -1 | 32.76K | $6.58M | +1 | −2 |
| Q2 2024 | 7 | — | 64.98K | $11.86M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 13.68M | +2.1% | $3.32B | 0.2% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Assetmark, Inc | 4.87M | +19.5% | $1.18B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 3.86M | +1.2% | $938.83M | 0.1% | ▲ Add | 4 | SEC ↗ ×6 |
| 4 | Wells Fargo & Company/Mn | 1.68M | -0.8% | $407.35M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Envestnet Asset Management Inc | 1.59M | -1.2% | $387.16M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 6 | LPL Financial LLC | 1.54M | +4.2% | $375.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Sei Investments Co | 1.52M | +1.9% | $368.22M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 8 | UBS Group AG | 1.47M | -0.7% | $356.39M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Captrust Financial Advisors | 1.29M | +0.3% | $314.46M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 10 | Cetera Investment Advisers | 1.20M | +3.2% | $292.00M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 11 | Jones Financial Companies Lllp | 1.04M | +5.2% | $251.34M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Raymond James Financial Inc | 1.03M | +0.2% | $249.18M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Osaic Holdings, Inc. | 854.21K | +5.5% | $207.77M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 14 | Pnc Financial Services Group, Inc. | 844.49K | -0.2% | $205.20M | 0.1% | ▼ Trim | 3 | SEC ↗ ×8 |
| 15 | Focus Partners Wealth | 833.30K | +0.5% | $202.48M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | HighTower Advisors, LLC | 761.12K | -1.3% | $184.95M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 702.24K | -6.7% | $170.64M | 0.0% | ▼ Trim | 4 | SEC ↗ ×7 |
| 18 | Ameriprise Financial Inc | 675.08K | -0.1% | $164.08M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 19 | Commonwealth Equity Services, Llc | 550.94K | -2.2% | $133.87M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 20 | Royal Bank Of Canada | 485.22K | +0.6% | $117.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 21 | Mariner, LLC | 474.53K | +0.2% | $115.31M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 22 | Rockefeller Capital Management L.P. | 468.41K | +0.9% | $113.82M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Northwestern Mutual Wealth… | 385.82K | +1.6% | $93.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Bank Of Montreal /Can/ | 382.95K | +2.4% | $93.05M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 25 | Stifel Financial Corp | 367.34K | -1.1% | $89.26M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 26 | Creative Planning | 341.90K | +8.5% | $83.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Wealth Enhancement Advisory… | 317.45K | -2.2% | $76.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | 1832 Asset Management L.P. | 297.52K | 0.0% | $72.29M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 261.25K | -1.0% | $63.48M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 30 | Cerity Partners LLC | 248.77K | -7.0% | $60.45M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 31 | Fifth Third Bancorp | 218.16K | -2.3% | $53.01M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 217.58K | -36.0% | $52.87M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 33 | Us Bancorp \De\ | 187.98K | +6.7% | $45.70M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 34 | Mml Investors Services, Llc | 187.08K | +7.5% | $45.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Mercer Global Advisors Inc /Adv | 181.46K | +0.4% | $44.09M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Truist Financial Corp | 170.34K | -31.4% | $41.39M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Fidelity (FMR) ✦ | 167.24K | +4.5% | $40.64M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | Baird Financial Group, Inc. | 160.91K | +5.9% | $39.10M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Charles Schwab Investment… | 139.33K | -2.3% | $33.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 89.15K | +2.7% | $21.66M | 0.0% | ▲ Add | 9 | SEC ↗ ×4 |
| 41 | Blair William & Co/Il | 67.54K | +14.1% | $16.41M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | CIBC Bancorp USA Inc. | 64.78K | +3.7% | $16.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | Quantinno Capital Management LP | 58.63K | +19.0% | $14.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank of New York Mellon Corp | 57.61K | -7.2% | $14.00M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 45 | Brown Advisory Inc | 42.34K | +1.3% | $10.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Alliancebernstein L.P. | 46.09K | +6.9% | $10.01M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Wealthfront Advisers LLC | 33.86K | +2.0% | $8.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Boston Partners | 29.90K | +782.8% | $7.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | First Manhattan Co. Llc. | 29.10K | -2.3% | $7.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Northern Trust Corp | 27.32K | +1.0% | $6.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 51 | BlackRock ✦ (pasif) | 24.81K | +25.3% | $6.03M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 52 | Susquehanna International Group, Llp | 22.91K | +140.5% | $5.57M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Prudential Financial Inc | 22.41K | -24.4% | $5.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Lido Advisors, LLC | 18.27K | +2.8% | $4.44M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Citigroup Inc | 12.94K | +4.2% | $3.14M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 12.03K | -6.8% | $2.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Loomis Sayles & Co L P | 8.64K | +55.5% | $2.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Victory Capital Management Inc | 8.41K | 0.0% | $2.04M | 0.0% | Held | 3 | SEC ↗ |
| 59 | Cibc World Market Inc. | 6.98K | +3.4% | $1.70M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Gotham Asset Management ✦ | 6.42K | +9.8% | $1.56M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 61 | Wellington Management ✦ | 6.20K | 0.0% | $1.51M | 0.0% | Held | 9 | SEC ↗ |
| 62 | Franklin Resources Inc | 6.10K | +63.9% | $1.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 63 | UBS AM, a distinct business unit of… | 5.55K | -53.0% | $1.35M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Nuveen, LLC | 5.00K | Baru | $1.21M | 0.0% | New | 1 | SEC ↗ |
| 65 | Empower Advisory Group, LLC | 4.96K | -1.4% | $1.20M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Principal Financial Group Inc | 4.27K | +178.0% | $1.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | TD Waterhouse Canada Inc. | 3.51K | 0.0% | $852,590 | 0.0% | Held | 3 | SEC ↗ |
| 68 | First Trust Advisors Lp | 3.03K | -92.5% | $736,917 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | National Bank Of Canada /Fi/ | 3.01K | +2.9% | $730,493 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 2.75K | -5.3% | $669,542 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Kayne Anderson Rudnick Investment… | 2.54K | -25.8% | $617,882 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 2.22K | +33.6% | $540,148 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 73 | Chevy Chase Trust Holdings, LLC | 1.90K | Baru | $460,709 | 0.0% | New | 1 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 1.67K | 0.0% | $405,793 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Lazard Asset Management Llc | 610 | 0.0% | $148,224 | 0.0% | Held | 3 | SEC ↗ |
| 76 | Qube Research & Technologies Ltd | 521 | Baru | $126,598 | 0.0% | New | 1 | SEC ↗ |
| 77 | Barclays Plc | 120 | -77.4% | $29,159 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Allspring Global Investments… | 3 | Baru | $728 | 0.0% | New | 1 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Nuveen, LLC | $1.21M | 0.0% |
| Chevy Chase Trust Holdings… | $460,709 | 0.0% |
| Qube Research & Technologies… | $126,598 | 0.0% |
| Allspring Global Investments… | $728 | 0.0% |
Telah keluar
| Jane Street Group, Llc | $1.45M | adalah 0.0% |
| Renaissance Technologies | $260,700 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,685 pemegang, 84.38M saham, $17.26B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang efek ini yang dilacak — berdasarkan jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API