VGSR
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders +21.4% ·
aandelenstroom +0.9% ·
netto nieuwe posities +17.6%
— 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 | 16 | -1 | 6.01M | $68.44M | +2 | −3 |
| Q1 2026 | 17 | +3 | 5.94M | $61.71M | +4 | −1 |
| Q4 2025 | 14 | -1 | 5.88M | $61.20M | — | −1 |
| Q3 2025 | 4 | +2 | 1.39M | $14.83M | +2 | — |
| Q2 2025 | 1 | — | 949.07K | $9.93M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Focus Partners Wealth | 3.54M | -3.4% | $37.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 1.51M | +10.5% | $15.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Fidelity (FMR) ✦ | 1.51M | +10.5% | $15.58M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | HighTower Advisors, LLC | 333.59K | -4.1% | $3.45M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | Northern Trust Corp | 155.61K | 0.0% | $1.61M | 0.0% | Held | 2 | SEC ↗ |
| 6 | Us Bancorp \De\ | 119.06K | +2.4% | $1.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Jane Street Group, Llc | 107.89K | +584.9% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | AQR Capital Management ✦ | 37.99K | -6.4% | $392,426 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | LPL Financial LLC | 27.69K | +56.0% | $286,069 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Corient Private Wealth LP | 53.20K | +6.6% | $266,997 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Cetera Investment Advisers | 19.47K | +0.2% | $201,085 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Commonwealth Equity Services, Llc | 15.59K | -58.4% | $161,040 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Quantinno Capital Management LP | 13.68K | Nieuw | $141,314 | 0.0% | New | 1 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 6.79K | 0.0% | $70,131 | 0.0% | Held | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 6.79K | 0.0% | $70,131 | 0.0% | Held | 3 | SEC ↗ |
| 16 | Royal Bank Of Canada | 871 | Nieuw | $9,000 | 0.0% | New | 1 | SEC ↗ |
| 17 | Fifth Third Bancorp | 839 | Nieuw | $8,667 | 0.0% | New | 1 | SEC ↗ |
| 18 | Rockefeller Capital Management L.P. | 438 | Nieuw | $4,525 | 0.0% | New | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 332 | -99.4% | $3,429 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Quantinno Capital Management… | $141,314 | 0.0% |
| Royal Bank Of Canada | $9,000 | 0.0% |
| Fifth Third Bancorp | $8,667 | 0.0% |
| Rockefeller Capital… | $4,525 | 0.0% |
Verlaten
| Jones Financial Companies Lllp | $0 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 89 houders, 35.28M aandelen, $348.00M 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.