VFQY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom -12.4% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| 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 | 75.31K | -3.2% | $11.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | LPL Financial LLC | 28.00K | -28.7% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Raymond James Financial Inc | 22.38K | +152.6% | $3.34M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Osaic Holdings, Inc. | 19.52K | -51.1% | $2.91M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 5 | Two Sigma Investments ✦ | 15.30K | Nieuw | $2.28M | 0.0% | New | 1 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 14.80K | +4.7% | $2.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 7 | Corient Private Wealth LP | 12.93K | -47.0% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 3.45K | -4.7% | $515,378 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 3.32K | -18.6% | $495,140 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Royal Bank Of Canada | 2.94K | -0.8% | $439,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 11 | Cerity Partners LLC | 2.77K | +72.1% | $412,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Wealth Enhancement Advisory… | 2.26K | -48.5% | $340,291 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.80K | +0.7% | $263,445 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 1.52K | Nieuw | $226,834 | 0.0% | New | 1 | SEC ↗ |
| 15 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $149,233 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Fifth Third Bancorp | 494 | Nieuw | $73,721 | 0.0% | New | 1 | SEC ↗ |
| 17 | UBS Group AG | 381 | -49.6% | $56,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 335 | -26.7% | $49,993 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Cwm, Llc | 245 | 0.0% | $36,562 | 0.0% | Held | 2 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | 0.0% | $25,370 | 0.0% | Held | 2 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 159 | -0.6% | $23,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rockefeller Capital Management L.P. | 42 | 0.0% | $6,268 | 0.0% | Held | 2 | SEC ↗ |
| 23 | BlackRock ✦ (passief) | 1 | 0.0% | $137 | 0.0% | Held | 2 | SEC ↗ |
| 24 | Wells Fargo & Company/Mn | 1 | -95.0% | $104 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Fidelity (FMR) ✦ | 0 | n/a | $46 | 0.0% | Held | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Two Sigma Investments | $2.28M | 0.0% |
| Mercer Global Advisors Inc… | $226,834 | 0.0% |
| Fifth Third Bancorp | $73,721 | 0.0% |
Verlaten
| Susquehanna International… | $814,761 | was 0.0% |
| Goldman Sachs Group | $707,527 | was 0.0% |
| Jane Street Group, Llc | $507,941 | 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.