증권 기록 · 과거 분기 (아카이브)
VFH
Vanguard Financials ETF · Financial Services · Asset Management
73추적 보유자
+2Δ 보유자
41.60M보유 주식 수
$5.55B보고 가치
+3신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 +2.8% ·
주식 흐름 -2.6% ·
순 신규 포지션 +2.7%
· 산식
보유자 분산: 보유자 수 증가, 집계 지분 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 288.43K | $35.29M | n/a | n/a |
| Q2 2026 | 68 | -3 | 39.31M | $5.17B | +1 | −4 |
| Q1 2026 | 72 | -1 | 42.48M | $5.13B | +3 | −4 |
| Q4 2025 | 73 | +2 | 41.60M | $5.55B | +3 | −1 |
| Q3 2025 | 13 | 0 | 6.41M | $841.19M | n/a | n/a |
| Q2 2025 | 10 | +2 | 1.45M | $184.96M | +3 | −1 |
| Q1 2025 | 5 | -1 | 219.41K | $26.21M | +1 | −2 |
| Q4 2024 | 6 | +1 | 208.87K | $24.66M | +1 | n/a |
| Q3 2024 | 5 | -1 | 268.57K | $29.52M | n/a | −1 |
| Q2 2024 | 6 | n/a | 221.75K | $22.15M | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 23.57M | n/a | $3.15B | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 2 | Morgan Stanley ✦ | 3.60M | +1.0% | $481.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Wells Fargo & Company/Mn | 1.81M | n/a | $241.77M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 4 | UBS Group AG | 1.73M | n/a | $230.92M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Raymond James Financial Inc | 1.24M | n/a | $165.08M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 991.50K | n/a | $132.35M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Fidelity (FMR) ✦ | 968.60K | -1.2% | $129.30M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 8 | Ameriprise Financial Inc | 956.33K | n/a | $127.66M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 9 | Envestnet Asset Management Inc | 563.40K | n/a | $75.21M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Royal Bank Of Canada | 530.26K | n/a | $70.78M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 11 | JPMorgan Chase ✦ | 473.74K | -55.2% | $63.24M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 12 | Stifel Financial Corp | 469.79K | n/a | $62.71M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 13 | Cetera Investment Advisers | 449.43K | n/a | $59.99M | 0.1% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 417.14K | n/a | $55.68M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Northwestern Mutual Wealth… | 368.51K | n/a | $49.19M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 323.79K | n/a | $43.25M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 17 | Lido Advisors, LLC | 320.87K | n/a | $42.41M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 248.65K | n/a | $33.19M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 19 | Pnc Financial Services Group, Inc. | 208.88K | n/a | $27.88M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 20 | TD Waterhouse Canada Inc. | 200.56K | n/a | $26.77M | 0.2% | n/c | 1 | SEC ↗ |
| 21 | Mariner, LLC | 174.69K | n/a | $23.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 22 | Mml Investors Services, Llc | 168.47K | n/a | $22.49M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Mercer Global Advisors Inc /Adv | 155.90K | n/a | $20.81M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Commonwealth Equity Services, Llc | 148.75K | n/a | $19.86M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 131.51K | n/a | $17.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Captrust Financial Advisors | 129.79K | n/a | $17.33M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Focus Partners Wealth | 118.59K | n/a | $15.83M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Wealth Enhancement Advisory… | 113.11K | n/a | $15.59M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Goldman Sachs Group ✦ | 100.45K | -13.9% | $13.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Truist Financial Corp | 97.98K | n/a | $13.08M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Fifth Third Bancorp | 91.20K | n/a | $12.17M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Jones Financial Companies Lllp | 84.07K | n/a | $11.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 33 | Tudor Investment Corp Et Al | 81.34K | n/a | $10.86M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Creative Planning | 75.78K | n/a | $10.12M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | GAMCO Investors ✦ | 51.59K | -1.4% | $6.89M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 36 | Bank Of Montreal /Can/ | 43.37K | n/a | $5.79M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 37 | Quantinno Capital Management LP | 34.11K | n/a | $4.55M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 32.53K | n/a | $4.34M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | Northern Trust Corp | 27.82K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Assetmark, Inc | 22.77K | n/a | $3.04M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Citigroup Inc | 21.46K | n/a | $2.87M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 20.46K | n/a | $2.73M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Citadel Advisors ✦ | 17.72K | -35.5% | $2.37M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 44 | BlackRock ✦ (패시브) | 16.75K | +37.9% | $2.24M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 45 | Susquehanna International Group, Llp | 16.60K | n/a | $2.22M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 16.57K | +28.6% | $2.21M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 47 | Blair William & Co/Il | 15.48K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 13.42K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 49 | Gotham Asset Management ✦ | 12.61K | 0.0% | $1.68M | 0.0% | Held | 4 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 12.28K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Baird Financial Group, Inc. | 11.59K | n/a | $1.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 52 | Point72 Asset Management ✦ | 10.66K | 신규 | $1.42M | 0.0% | New | 1 | SEC ↗ |
| 53 | Wealthfront Advisers LLC | 9.68K | n/a | $1.29M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Financial Engines Advisors L.L.C. | 9.35K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Renaissance Technologies ✦ | 9.30K | +19.2% | $1.24M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | National Bank Of Canada /Fi/ | 8.45K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Us Bancorp \De\ | 8.34K | n/a | $1.11M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 58 | Brown Advisory Inc | 6.90K | n/a | $920,813 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 59 | The Vanguard Group ✦ (패시브) | 6.25K | 0.0% | $833,645 | 0.0% | Held | 3 | SEC ↗ |
| 60 | D. E. Shaw & Co. ✦ | 5.52K | 신규 | $736,464 | 0.0% | New | 1 | SEC ↗ |
| 61 | Charles Schwab Investment… | 5.48K | n/a | $730,991 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Cibc World Market Inc. | 5.03K | n/a | $670,921 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | First Trust Advisors Lp | 3.34K | n/a | $445,385 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 3.10K | n/a | $413,819 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Cwm, Llc | 2.82K | n/a | $376,000 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 2.52K | +53.0% | $336,069 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 67 | Millennium Management ✦ | 2.47K | 신규 | $330,121 | 0.0% | New | 1 | SEC ↗ |
| 68 | Sei Investments Co | 1.80K | n/a | $240,730 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Allspring Global Investments… | 925 | n/a | $127,052 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Lazard Asset Management Llc | 598 | n/a | $80,000 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Russell Investments Group, Ltd. | 550 | n/a | $73,488 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Deutsche Bank Ag\ | 345 | n/a | $46,054 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Bnp Paribas Financial Markets | 179 | n/a | $23,895 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Point72 Asset Management | $1.42M | 0.0% |
| D. E. Shaw & Co. | $736,464 | 0.0% |
| Millennium Management | $330,121 | 0.0% |
청산됨
| Two Sigma Investments | $72.77M | 이었음 0.1% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 734 보유 기관, 53.63M 주식, $6.25B 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: Q4 2025 ·
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