证券记录 · 已归档季度
VFVA
名称等待档案录入
25被追踪持有人
-1Δ持有人
293.09K持有股份
$38.93M报告持仓市值
+0新建仓位
−1清仓
动量输入（同类管理人）：
持有人广度 -3.8% ·
股份流向 -0.8% ·
净新建仓位 -4.0%
· 公式
广泛减持：持股数量下降，持有人数量减少
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 3.89K | $600,823 | n/a | n/a |
| Q2 2026 | 27 | 0 | 334.55K | $49.67M | +3 | −3 |
| Q1 2026 | 27 | +2 | 315.14K | $42.42M | +4 | −2 |
| Q4 2025 | 25 | -1 | 293.09K | $38.93M | n/a | −1 |
| Q3 2025 | 4 | 0 | 17.93K | $2.29M | +1 | −1 |
| Q2 2025 | 1 | -1 | 18.64K | $290,349 | n/a | −1 |
| Q1 2025 | 2 | +1 | 66.63K | $2.56M | +1 | n/a |
| Q4 2024 | 1 | 0 | 12.90K | $1.53M | n/a | n/a |
| Q3 2024 | 1 | 0 | 19.80K | $2.39M | +1 | −1 |
| Q2 2024 | 1 | n/a | 6.70K | $757,908 | n/a | n/a |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 67.41K | n/a | $8.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 2 | LPL Financial LLC | 61.27K | n/a | $8.14M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Raymond James Financial Inc | 33.87K | n/a | $4.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Osaic Holdings, Inc. | 20.25K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Royal Bank Of Canada | 19.68K | n/a | $2.61M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 6 | Cerity Partners LLC | 14.61K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Brown Advisory Inc | 14.41K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 11.40K | -13.0% | $1.51M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Commonwealth Equity Services, Llc | 8.60K | n/a | $1.14M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 7.60K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 11 | Bank Of Montreal /Can/ | 7.09K | n/a | $940,958 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Mariner, LLC | 6.91K | n/a | $917,593 | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Financial Engines Advisors L.L.C. | 5.56K | n/a | $738,390 | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 4.34K | n/a | $576,664 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Goldman Sachs Group ✦ | 3.26K | 0.0% | $432,996 | 0.0% | Held | 2 | SEC ↗ |
| 16 | Wealth Enhancement Advisory… | 2.70K | n/a | $368,761 | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Quantinno Capital Management LP | 1.71K | n/a | $226,390 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | National Bank Of Canada /Fi/ | 1.21K | n/a | $160,797 | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 904 | -29.1% | $120,124 | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 20 | Us Bancorp \De\ | 175 | n/a | $23,237 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | TD Waterhouse Canada Inc. | 70 | n/a | $9,295 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 46 | n/a | $6,108 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Blair William & Co/Il | 7 | n/a | $929 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Citigroup Inc | 1 | n/a | $133 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Wells Fargo & Company/Mn | 1 | n/a | $124 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"指该仓位占该管理人13F申报股票组合市值的比例，即持仓信心指标。✦ = 精选管理人。
新增买入方
| 本季度无新增被追踪买入方。 |
已清仓
| JPMorgan Chase | $37,756 | 曾为 0.0% |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 92 持有人, 2.51M 股份, $335.46M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
持有该证券的受追踪机构最常同时持有的其他证券：基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据