Wertpapierdatensatz · archiviertes Quartal
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82Erfasste Halter
+2Δ Inhaber
163.90MGehaltene Aktien
$46.92BGemeldeter Wert
+2Neue Positionen
−0Ausstiege
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +2.5% ·
Aktienfluss +12.4% ·
neue Nettopositionen +2.4%
— Formel
Breite Akkumulation — steigende Anteile bei mehr Haltern
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q1 2026
Beteiligung im Zeitverlauf
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| 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 | — | — |
Wer es hält · Q1 2026
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 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 ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Keine neu erfassten Käufer in diesem Quartal. |
Ausgestiegen
| Keine erfassten Ausstiege in diesem Quartal. |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 2,367 Inhaber, 239.36M Anteile, $63.29B gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Häufig gemeinsam gehalten
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.
Herkunft: Beteiligung aus geparsten 13F-Common-Stock-Positionen (verfolgte Grundgesamtheit, vergleichbare Sets für Veränderungen); Insider-Zeilen aus Formularen 3/4/5; Beteiligungen aus Schedules 13D/13G; jede Einreichung verlinkt auf das Original auf SEC EDGAR.
Berichtszeitraum: Q1 2026 ·
Methodik ·
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