VFMF
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +5.3% ·
aandelenstroom +19.8% ·
netto nieuwe posities +5.0%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 23 | +3 | 475.59K | $84.17M | +5 | −2 |
| Q1 2026 | 20 | +1 | 411.44K | $63.80M | +5 | −4 |
| Q4 2025 | 19 | 0 | 343.51K | $51.78M | — | — |
| Q3 2025 | 2 | -1 | 8.01K | $1.16M | — | −1 |
| Q2 2025 | 2 | 0 | 14.71K | $1.98M | — | — |
| Q1 2025 | 2 | +1 | 8.37K | $1.06M | +1 | — |
| Q4 2024 | 1 | 0 | 5.01K | $654,859 | — | — |
| Q3 2024 | 1 | 0 | 5.01K | $653,930 | +1 | −1 |
| Q2 2024 | 1 | — | 3.02K | $369,788 | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 165.34K | +15.3% | $25.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 81.34K | +20.5% | $12.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 55.67K | +25.0% | $8.63M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 19.83K | +13.8% | $3.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 5 | Commonwealth Equity Services, Llc | 16.65K | +54.0% | $2.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Royal Bank Of Canada | 16.56K | +4.4% | $2.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | AQR Capital Management ✦ | 9.29K | +0.1% | $1.44M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 9.22K | Nieuw | $1.43M | 0.0% | New | 1 | SEC ↗ |
| 9 | First Manhattan Co. Llc. | 8.34K | -0.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Stifel Financial Corp | 7.56K | -1.0% | $1.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 11 | UBS Group AG | 7.08K | -12.8% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Susquehanna International Group, Llp | 6.68K | +134.6% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Mml Investors Services, Llc | 4.71K | +1.9% | $731,170 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mariner, LLC | 2.13K | Nieuw | $329,792 | 0.0% | New | 1 | SEC ↗ |
| 15 | Northwestern Mutual Wealth… | 518 | Nieuw | $80,329 | 0.0% | New | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 282 | Nieuw | $42,960 | 0.0% | New | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 125 | +1462.5% | $19,384 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | National Bank Of Canada /Fi/ | 102 | 0.0% | $15,818 | 0.0% | Held | 2 | SEC ↗ |
| 19 | Assetmark, Inc | 12 | Nieuw | $1,861 | 0.0% | New | 1 | SEC ↗ |
| 20 | Wells Fargo & Company/Mn | 1 | 0.0% | $103 | 0.0% | Held | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Goldman Sachs Group | $1.43M | 0.0% |
| Mariner, LLC | $329,792 | 0.0% |
| Northwestern Mutual Wealth… | $80,329 | 0.0% |
| JPMorgan Chase | $42,960 | 0.0% |
| Assetmark, Inc | $1,861 | 0.0% |
Verlaten
| Jane Street Group, Llc | $414,035 | was 0.0% |
| Bank Of America Corp /De/ | $22,608 | was 0.0% |
| Rockefeller Capital… | $3,178 | was 0.0% |
| Citigroup Inc | $151 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 94 houders, 1.57M aandelen, $214.69M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.