증권 기록 · 과거 분기 (아카이브)
VCR
Vanguard Consumer Discretionary ETF · Financial Services · Asset Management
68추적 보유자
-4Δ 보유자
4.87M보유 주식 수
$1.74B보고 가치
+2신규 편입 포지션
−6청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -5.6% ·
주식 흐름 -1.5% ·
순 신규 포지션 -5.9%
· 산식
광범위한 분산: 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q1 2026
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 22.24K | $6.96M | n/a | −1 |
| Q2 2026 | 70 | +4 | 4.88M | $1.93B | +5 | −2 |
| Q1 2026 | 68 | -4 | 4.87M | $1.74B | +2 | −6 |
| Q4 2025 | 70 | +1 | 4.94M | $1.95B | +2 | −1 |
| Q3 2025 | 11 | +2 | 1.38M | $544.80M | +2 | n/a |
| Q2 2025 | 6 | 0 | 17.62K | $6.39M | +1 | −1 |
| Q1 2025 | 4 | +1 | 30.95K | $10.07M | +1 | n/a |
| Q4 2024 | 3 | -2 | 4.59K | $1.72M | n/a | −2 |
| Q3 2024 | 5 | 0 | 6.53K | $2.22M | n/a | n/a |
| Q2 2024 | 5 | n/a | 16.13K | $5.04M | n/a | n/a |
보유 현황 · Q1 2026
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.55M | +4.0% | $558.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 2 | JPMorgan Chase ✦ | 433.14K | -5.6% | $150.60M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 3 | Morgan Stanley ✦ | 416.56K | +6.2% | $149.56M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 4 | UBS Group AG | 340.94K | +2.2% | $122.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Wells Fargo & Company/Mn | 338.46K | -2.6% | $121.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 219.95K | -11.5% | $78.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Northwestern Mutual Wealth… | 183.46K | -11.2% | $65.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Raymond James Financial Inc | 133.13K | +0.1% | $47.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 9 | Envestnet Asset Management Inc | 122.31K | -25.9% | $43.91M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 112.99K | -0.8% | $40.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 11 | Lido Advisors, LLC | 88.18K | +6.2% | $31.66M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Rockefeller Capital Management L.P. | 87.97K | +5.2% | $31.59M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Ameriprise Financial Inc | 77.92K | -13.8% | $27.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Royal Bank Of Canada | 68.08K | -12.0% | $24.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 15 | Two Sigma Investments ✦ | 56.18K | +18.6% | $20.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 51.55K | -12.5% | $18.51M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 17 | Cetera Investment Advisers | 51.32K | -12.6% | $18.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Empower Advisory Group, LLC | 47.22K | +0.1% | $16.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Mercer Global Advisors Inc /Adv | 46.62K | -2.6% | $16.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | Assetmark, Inc | 44.76K | +72.0% | $16.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Mariner, LLC | 39.97K | -1.3% | $14.35M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 22 | Osaic Holdings, Inc. | 39.48K | -6.1% | $14.19M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 23 | Commonwealth Equity Services, Llc | 33.70K | -4.6% | $12.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Truist Financial Corp | 22.95K | -11.2% | $8.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 25 | HighTower Advisors, LLC | 22.51K | -11.7% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Corient Private Wealth LP | 19.03K | -50.5% | $6.68M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Jones Financial Companies Lllp | 16.31K | +6.4% | $5.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 28 | Focus Partners Wealth | 14.96K | +2.8% | $5.37M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mml Investors Services, Llc | 13.29K | -26.1% | $4.77M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 12.60K | +8.0% | $4.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | Quantinno Capital Management LP | 12.42K | +34.4% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 32 | Creative Planning | 12.19K | +9.7% | $4.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Bank Of Montreal /Can/ | 11.68K | +12.4% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 34 | Susquehanna International Group, Llp | 11.00K | +66.0% | $3.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Goldman Sachs Group ✦ | 10.93K | -1.1% | $3.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Fifth Third Bancorp | 10.53K | +110.2% | $3.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 12.72K | +35.0% | $3.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Northern Trust Corp | 9.83K | 0.0% | $3.53M | 0.0% | Held | 2 | SEC ↗ |
| 39 | UBS AM, a distinct business unit of… | 7.66K | +277.8% | $2.75M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | AQR Capital Management ✦ | 7.43K | +84.3% | $2.67M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 41 | TD Waterhouse Canada Inc. | 7.15K | +21.9% | $2.59M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Citigroup Inc | 6.79K | -15.2% | $2.44M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 43 | Cerity Partners LLC | 4.92K | -1.9% | $1.77M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 44 | BlackRock ✦ (패시브) | 4.21K | -13.8% | $1.51M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 45 | Bank of New York Mellon Corp | 3.81K | 0.0% | $1.37M | 0.0% | Held | 2 | SEC ↗ ×3 |
| 46 | Hrt Financial Lp | 3.45K | 신규 | $1.24M | 0.0% | New | 1 | SEC ↗ |
| 47 | Bank Of Nova Scotia | 3.06K | 0.0% | $1.10M | 0.0% | Held | 2 | SEC ↗ |
| 48 | Brown Advisory Inc | 2.98K | +0.3% | $1.07M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 2.17K | -17.7% | $779,551 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | CIBC Bancorp USA Inc. | 2.14K | n/a | $767,606 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Wealthfront Advisers LLC | 2.04K | -8.2% | $733,857 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Us Bancorp \De\ | 1.92K | -18.0% | $688,979 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 53 | Point72 Asset Management ✦ | 1.68K | +111.8% | $604,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Nomura Asset Management Co Ltd | 1.50K | 신규 | $538,545 | 0.0% | New | 1 | SEC ↗ |
| 55 | Fisher Asset Management ✦ | 1.44K | -13.5% | $515,825 | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 1.34K | +0.8% | $481,100 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Blair William & Co/Il | 1.06K | -18.0% | $379,498 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Charles Schwab Investment… | 1.01K | -0.3% | $361,914 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Chevy Chase Trust Holdings, LLC | 946 | 0.0% | $339,642 | 0.0% | Held | 2 | SEC ↗ |
| 60 | First Trust Advisors Lp | 904 | -21.6% | $324,563 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 661 | 0.0% | $260,381 | 0.0% | Held | 2 | SEC ↗ |
| 62 | Baird Financial Group, Inc. | 722 | -3.7% | $259,220 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 629 | +11.7% | $225,788 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Deutsche Bank Ag\ | 293 | +48.0% | $105,196 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | Cwm, Llc | 232 | -43.8% | $83,295 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Franklin Resources Inc | 208 | 0.0% | $74,678 | 0.0% | Held | 2 | SEC ↗ ×2 |
| 67 | National Bank Of Canada /Fi/ | 80 | 0.0% | $28,726 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Schroder Investment Management Group | 39 | n/a | $14,002 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Hrt Financial Lp | $1.24M | 0.0% |
| Nomura Asset Management Co Ltd | $538,545 | 0.0% |
청산됨
| Citadel Advisors | $7.30M | 이었음 0.0% |
| Jane Street Group, Llc | $3.75M | 이었음 0.0% |
| Marshall Wace | $400,223 | 이었음 0.0% |
| Renaissance Technologies | $204,444 | 이었음 0.0% |
| Simplex Trading, Llc | $127,236 | 이었음 0.0% |
| Qube Research & Technologies… | $788 | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 541 보유 기관, 6.89M 주식, $2.40B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q1 2026 ·
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