VFQY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -4.6% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q4 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 3.11K | $540,630 | n/a | n/a |
| Q2 2026 | 24 | 0 | 238.27K | $40.58M | +1 | −1 |
| Q1 2026 | 25 | 0 | 209.13K | $31.21M | +3 | −3 |
| Q4 2025 | 25 | 0 | 238.84K | $36.67M | +1 | −1 |
| Q3 2025 | 5 | +2 | 18.46K | $2.78M | +2 | n/a |
| Q1 2025 | 1 | 0 | 3.66K | $488,774 | n/a | n/a |
| Q4 2024 | 1 | +1 | 2.60K | $366,455 | +1 | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 77.78K | n/a | $11.93M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 39.88K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 39.27K | n/a | $6.02M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Corient Private Wealth LP | 24.38K | n/a | $3.74M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 14.14K | n/a | $2.17M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 8.86K | n/a | $1.36M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 7 | Susquehanna International Group, Llp | 5.31K | n/a | $814,761 | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 4.61K | 0.0% | $707,527 | 0.0% | Held | 2 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 4.39K | n/a | $693,266 | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 4.08K | n/a | $625,390 | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Creative Planning | 3.63K | n/a | $556,256 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Jane Street Group, Llc | 3.31K | n/a | $507,941 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 2.96K | n/a | $455,000 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | JPMorgan Chase ✦ | 1.79K | -64.7% | $274,604 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | Cerity Partners LLC | 1.61K | n/a | $246,529 | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.00K | n/a | $153,410 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | UBS Group AG | 756 | n/a | $115,978 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 457 | +22.5% | $70,108 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Cwm, Llc | 245 | n/a | $38,000 | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | n/a | $26,080 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 160 | n/a | $24,545 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 42 | n/a | $6,443 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wells Fargo & Company/Mn | 20 | n/a | $3,108 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | BlackRock ✦ (passief) | 1 | Nieuw | $141 | 0.0% | New | 1 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 0 | n/a | $47 | 0.0% | Held | 2 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| BlackRock | $141 | 0.0% |
Verlaten
| Two Sigma Investments | $1.27M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 96 houders, 1.08M aandelen, $155.54M 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 het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.