VFQY
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers): breedte van houders 0.0% · aandelenstroom +14.1% · netto nieuwe posities 0.0% · formule
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 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 | 74.97K | -0.4% | $12.77M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 2 | Osaic Holdings, Inc. | 40.82K | +109.2% | $6.96M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | LPL Financial LLC | 36.19K | +29.2% | $6.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 20.86K | -6.8% | $3.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 5 | Corient Private Wealth LP | 17.13K | +32.5% | $2.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Bank Of America Corp /De/ | 16.82K | +13.7% | $2.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 7 | Two Sigma Investments ✦ | 8.60K | -43.8% | $1.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Creative Planning | 3.45K | 0.0% | $588,194 | 0.0% | Held | 3 | SEC ↗ |
| 9 | Wealth Enhancement Advisory… | 3.17K | +40.1% | $543,161 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Commonwealth Equity Services, Llc | 3.02K | -8.9% | $514,570 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 11 | Royal Bank Of Canada | 2.95K | +0.2% | $502,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 12 | Cerity Partners LLC | 2.74K | -0.8% | $467,105 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 1.87K | +3.8% | $317,007 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 1.55K | Nieuw | $263,347 | 0.0% | New | 1 | SEC ↗ |
| 15 | Mercer Global Advisors Inc /Adv | 1.52K | +0.1% | $259,002 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Pnc Financial Services Group, Inc. | 1.00K | 0.0% | $170,290 | 0.0% | Held | 3 | SEC ↗ |
| 17 | UBS Group AG | 409 | +7.3% | $69,649 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Fifth Third Bancorp | 388 | -21.5% | $66,073 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 335 | 0.0% | $57,047 | 0.0% | Held | 4 | SEC ↗ |
| 20 | Blair William & Co/Il | 170 | 0.0% | $28,949 | 0.0% | Held | 3 | SEC ↗ |
| 21 | Northwestern Mutual Wealth… | 161 | +1.3% | $27,417 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Wells Fargo & Company/Mn | 82 | +8100.0% | $13,879 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Rockefeller Capital Management L.P. | 42 | 0.0% | $7,152 | 0.0% | Held | 3 | SEC ↗ |
| 24 | BlackRock ✦ (passief) | 1 | 0.0% | $156 | 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
| Mml Investors Services, Llc | $263,347 | 0.0% |
Verlaten
| Fidelity (FMR) | $46 | 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.