سجل الورقة المالية · ربع مؤرشف
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82الحاملون المتتبعون
+2Δ المساهمون
163.90Mالأسهم المحتفظ بها
$46.92Bالقيمة المُبلَّغ عنها
+2المراكز الجديدة
−0الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +2.5% ·
تدفق الأسهم +12.4% ·
المراكز الجديدة الصافية +2.4%
— الصيغة
تراكم واسع — ارتفاع الأسهم عبر عدد أكبر من المالكين
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 83 | +2 | 663.44M | $53.39B | +3 | −1 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | — |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | — | −1 |
| Q3 2025 | 12 | 0 | 13.91M | $4.09B | +1 | −1 |
| Q2 2025 | 9 | +1 | 593.23K | $166.00M | +2 | −1 |
| Q1 2025 | 5 | 0 | 27.01K | $6.98M | — | — |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | — | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | — |
| Q2 2024 | 4 | — | 35.41K | $8.57M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ |
| 2 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ |
| 3 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ |
| 6 | Jones Financial Companies Lllp | 26.27M | +22.3% | $7.43B | 3.6% | ▲ Add | 2 | SEC ↗ |
| 7 | Jones Financial Companies Lllp | 26.27M | +22.3% | $7.43B | 3.6% | ▲ Add | 2 | SEC ↗ |
| 8 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 9 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 10 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 14 | UBS Group AG | 13.40M | +140.6% | $3.85B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 15 | UBS Group AG | 13.40M | +140.6% | $3.85B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 16 | UBS Group AG | 13.40M | +140.6% | $3.85B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Creative Planning | 8.31M | -1.2% | $2.39B | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 24 | Creative Planning | 8.31M | -1.2% | $2.39B | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 25 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 26 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 27 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ |
| 29 | Northwestern Mutual Wealth… | 6.31M | +2.1% | $1.81B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 30 | Envestnet Asset Management Inc | 5.89M | +125.5% | $1.69B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 31 | Us Bancorp \De\ | 5.41M | +7.3% | $1.56B | 1.9% | ▲ Add | 2 | SEC ↗ |
| 32 | Us Bancorp \De\ | 5.41M | +7.3% | $1.56B | 1.9% | ▲ Add | 2 | SEC ↗ |
| 33 | Us Bancorp \De\ | 5.41M | +7.3% | $1.56B | 1.9% | ▲ Add | 2 | SEC ↗ |
| 34 | LPL Financial LLC | 3.58M | +9.0% | $1.03B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 35 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 36 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 37 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 38 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 39 | CIBC Bancorp USA Inc. | 2.46M | — | $703.72M | 1.0% | n/c | 1 | SEC ↗ |
| 40 | CIBC Bancorp USA Inc. | 2.46M | — | $703.72M | 1.0% | n/c | 1 | SEC ↗ |
| 41 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 42 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 43 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 44 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 46 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 48 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 49 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 50 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 51 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 52 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 53 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 54 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 64 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 65 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 66 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 67 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 68 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 69 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 70 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 71 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 72 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 73 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 74 | UBS AM, a distinct business unit of… | 1.66M | +232.8% | $477.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 75 | Cetera Investment Advisers | 1.38M | +8.3% | $397.67M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 76 | Cerity Partners LLC | 1.33M | +19.2% | $383.55M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 77 | Cerity Partners LLC | 1.33M | +19.2% | $383.55M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 78 | Cerity Partners LLC | 1.33M | +19.2% | $383.55M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 79 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 80 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 82 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 83 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 84 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 85 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 86 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 87 | HighTower Advisors, LLC | 1.09M | +2.3% | $311.96M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 88 | Commonwealth Equity Services, Llc | 1.01M | -3.6% | $288.80M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 89 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 93 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 97 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 98 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 99 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 100 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| لا يوجد مشترون جدد متابعون هذا الربع. |
تم الخروج
| لا توجد خروجات متابعة هذا الربع. |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 2,367 المالكون, 239.36M الأسهم, $63.29B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
احصل على هذا عبر API