Catatan efek · kuartal yang diarsipkan
VO
Vanguard Morningstar Mid-Cap ETF · Financial Services · Asset Management
82Pemegang yang dilacak
+2Δ pemegang
163.90MSaham yang dipegang
$46.92BNilai yang dilaporkan
+2Posisi baru
−0Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.5% ·
aliran saham +12.4% ·
posisi baru bersih +2.4%
· formula
Akumulasi luas: saham yang meningkat di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q1 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 626.82K | $50.39M | n/a | n/a |
| Q2 2026 | 82 | +2 | 659.07M | $53.04B | +3 | −2 |
| Q1 2026 | 82 | +2 | 163.90M | $46.92B | +2 | n/a |
| Q4 2025 | 79 | -1 | 143.32M | $41.60B | n/a | −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 | n/a | n/a |
| Q4 2024 | 5 | -1 | 54.73K | $14.46M | n/a | −1 |
| Q3 2024 | 6 | +2 | 35.67K | $9.41M | +2 | n/a |
| Q2 2024 | 4 | n/a | 35.41K | $8.57M | n/a | n/a |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wells Fargo & Company/Mn | 27.77M | +3.0% | $7.98B | 1.6% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | Jones Financial Companies Lllp | 26.27M | +22.3% | $7.43B | 3.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Bank Of America Corp /De/ | 18.13M | 0.0% | $5.21B | 0.4% | ▲ Add | 2 | SEC ↗ ×6 |
| 4 | UBS Group AG | 13.40M | +140.6% | $3.85B | 0.7% | ▲ Add | 2 | SEC ↗ ×3 |
| 5 | Morgan Stanley ✦ | 8.63M | +1.6% | $2.48B | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 6 | Creative Planning | 8.31M | -1.2% | $2.39B | 1.6% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Raymond James Financial Inc | 7.52M | +5.2% | $2.16B | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 8 | Northwestern Mutual Wealth… | 6.31M | +2.1% | $1.81B | 1.1% | ▲ Add | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 5.89M | +125.5% | $1.69B | 0.5% | ▲ Add | 2 | SEC ↗ |
| 10 | Us Bancorp \De\ | 5.41M | +7.3% | $1.56B | 1.9% | ▲ Add | 2 | SEC ↗ ×3 |
| 11 | LPL Financial LLC | 3.58M | +9.0% | $1.03B | 0.3% | ▲ Add | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 3.22M | -5.6% | $924.55M | 0.2% | ▼ Trim | 2 | SEC ↗ ×4 |
| 13 | CIBC Bancorp USA Inc. | 2.46M | n/a | $703.72M | 1.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Pnc Financial Services Group, Inc. | 2.36M | +2.4% | $677.42M | 0.4% | ▲ Add | 2 | SEC ↗ ×10 |
| 15 | Mariner, LLC | 2.13M | +6.3% | $612.82M | 0.7% | ▲ Add | 2 | SEC ↗ ×4 |
| 16 | JPMorgan Chase ✦ | 2.12M | -0.8% | $595.85M | 0.0% | ▼ Trim | 3 | SEC ↗ ×9 |
| 17 | Royal Bank Of Canada | 1.68M | +3.0% | $483.21M | 0.1% | ▲ Add | 2 | SEC ↗ ×10 |
| 18 | UBS AM, a distinct business unit of… | 1.66M | +232.8% | $477.97M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 19 | Cetera Investment Advisers | 1.38M | +8.3% | $397.67M | 0.4% | ▲ Add | 2 | SEC ↗ |
| 20 | Cerity Partners LLC | 1.33M | +19.2% | $383.55M | 0.5% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | Bank of New York Mellon Corp | 1.13M | +11.8% | $325.17M | 0.1% | ▲ Add | 2 | SEC ↗ ×8 |
| 22 | HighTower Advisors, LLC | 1.09M | +2.3% | $311.96M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 23 | Commonwealth Equity Services, Llc | 1.01M | -3.6% | $288.80M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 901.19K | +9.4% | $258.80M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Bank Of Montreal /Can/ | 879.89K | -6.6% | $252.69M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 26 | Rockefeller Capital Management L.P. | 798.72K | +8.3% | $229.38M | 0.4% | ▲ Add | 2 | SEC ↗ ×5 |
| 27 | Osaic Holdings, Inc. | 732.86K | -1.0% | $210.63M | 0.3% | ▼ Trim | 2 | SEC ↗ ×3 |
| 28 | Stifel Financial Corp | 725.60K | +2.0% | $208.39M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 29 | Baird Financial Group, Inc. | 626.68K | +13.4% | $179.97M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 30 | Fifth Third Bancorp | 619.35K | +46.4% | $177.86M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 557.55K | +6.5% | $160.12M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 32 | 1832 Asset Management L.P. | 549.72K | +1.6% | $157.87M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 494.88K | -53.5% | $140.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 34 | Truist Financial Corp | 463.62K | -3.4% | $133.14M | 0.2% | ▼ Trim | 2 | SEC ↗ ×3 |
| 35 | Mml Investors Services, Llc | 335.50K | -12.6% | $96.35M | 0.3% | ▼ Trim | 2 | SEC ↗ |
| 36 | Captrust Financial Advisors | 333.47K | +0.7% | $95.77M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 331.14K | -26.7% | $95.10M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 38 | Principal Financial Group Inc | 293.74K | +45.2% | $84.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 39 | Assetmark, Inc | 269.88K | -19.0% | $77.51M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 40 | Manufacturers Life Insurance… | 215.38K | -9.1% | $61.85M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 41 | Focus Partners Wealth | 199.34K | +3.6% | $53.48M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 42 | Lido Advisors, LLC | 159.51K | +13.3% | $45.81M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 43 | BlackRock ✦ (pasif) | 158.46K | +52.0% | $45.51M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 44 | First Manhattan Co. Llc. | 156.40K | +12.7% | $44.91M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 45 | Wealth Enhancement Advisory… | 149.32K | -34.5% | $43.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 46 | Blair William & Co/Il | 137.34K | +6.6% | $39.44M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 47 | Northern Trust Corp | 133.78K | -0.4% | $38.42M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 48 | Brown Advisory Inc | 109.55K | -1.5% | $31.46M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 49 | Franklin Resources Inc | 105.41K | +109.0% | $30.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 50 | Cwm, Llc | 85.39K | +0.7% | $24.52M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 76.56K | +18.7% | $21.99M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Alliancebernstein L.P. | 63.07K | +2.7% | $18.30M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Schroder Investment Management Group | 63.72K | n/a | $18.30M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | AQR Capital Management ✦ | 53.93K | +13.9% | $15.15M | 0.0% | ▲ Add | 7 | SEC ↗ ×3 |
| 55 | Gotham Asset Management ✦ | 29.43K | +46.2% | $8.45M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 56 | Renaissance Technologies ✦ | 29.40K | +478.7% | $8.44M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 57 | Citigroup Inc | 28.15K | -97.8% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 58 | Tidal Investments LLC | 18.23K | +26.0% | $5.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Qube Research & Technologies Ltd | 16.86K | +242.3% | $4.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Wealthfront Advisers LLC | 13.94K | -4.0% | $4.00M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Financial Engines Advisors L.L.C. | 53.73K | -3.2% | $3.86M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | Empower Advisory Group, LLC | 12.74K | -6.5% | $3.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | GAMCO Investors ✦ | 10.86K | +69.0% | $3.12M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 64 | Jane Street Group, Llc | 9.47K | +236.0% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 65 | National Bank Of Canada /Fi/ | 9.45K | +7.7% | $2.72M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 66 | Susquehanna International Group, Llp | 9.19K | +110.7% | $2.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Allspring Global Investments… | 7.92K | +18.2% | $2.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Neuberger Berman Group LLC | 6.56K | +15.3% | $1.88M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 69 | Citadel Advisors ✦ | 6.35K | Baru | $1.82M | 0.0% | New | 1 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 5.99K | -44.6% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | First Trust Advisors Lp | 5.80K | +12.4% | $1.67M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 72 | Fisher Asset Management ✦ | 5.65K | +23.0% | $1.62M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 73 | Sei Investments Co | 4.48K | +28.9% | $1.29M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 74 | Hsbc Holdings Plc | 4.11K | -1.3% | $1.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 75 | Lazard Asset Management Llc | 3.40K | 0.0% | $976,412 | 0.0% | Held | 2 | SEC ↗ |
| 76 | TD Waterhouse Canada Inc. | 3.33K | +179.6% | $960,050 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 77 | Deutsche Bank Ag\ | 2.03K | -32.6% | $584,124 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 78 | Tudor Investment Corp Et Al | 1.52K | Baru | $435,652 | 0.0% | New | 1 | SEC ↗ |
| 79 | Kayne Anderson Rudnick Investment… | 1.10K | -76.0% | $316,240 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Cibc World Market Inc. | 4.01K | +0.9% | $288,133 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 81 | Bank Of Nova Scotia | 759 | 0.0% | $217,970 | 0.0% | Held | 2 | SEC ↗ |
| 82 | Bnp Paribas Financial Markets | 31 | +181.8% | $8,903 | 0.0% | ▲ Add | 2 | SEC ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Citadel Advisors | $1.82M | 0.0% |
| Tudor Investment Corp Et Al | $435,652 | 0.0% |
Telah keluar
| Tidak ada keluar yang terlacak kuartal ini. |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 2,367 pemegang, 239.36M saham, $63.29B dilaporkan. Ini adalah periode berbeda yang lebih lama dibandingkan angka semesta yang dilacak di atas, dan keduanya tidak pernah dicampur.
Sering dimiliki bersama
Apa lagi yang paling sering dimiliki oleh pemegang sekuritas ini yang dilacak: jumlah kepemilikan bersama, bukan hubungan fundamental.
Asal-usul data: Kepemilikan dari posisi saham biasa 13F yang telah diurai (semesta yang dipantau, set pembanding untuk perubahan); baris orang dalam dari Formulir 3/4/5; kepemilikan saham signifikan dari Jadwal 13D/13G; setiap pengajuan tertaut ke dokumen aslinya di SEC EDGAR.
Periode pelaporan: Q1 2026 ·
Metodologi ·
Dapatkan ini melalui API