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Vanguard Morningstar Mid-Cap Value ETF · Financial Services · Asset Management
74الحاملون المتتبعون
-1Δ المساهمون
38.19Mالأسهم المحتفظ بها
$7.03Bالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−4الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين -1.3% ·
تدفق الأسهم +0.2% ·
المراكز الجديدة الصافية -1.4%
· الصيغة
تراكم مركّز: أسهم متصاعدة لدى عدد أقل من الحاملين
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 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 160.94K | $32.31M | n/a | −1 |
| Q2 2026 | 74 | +2 | 38.41M | $7.59B | +3 | −2 |
| Q1 2026 | 74 | -1 | 38.19M | $7.03B | +3 | −4 |
| Q4 2025 | 75 | +2 | 37.85M | $6.71B | +2 | n/a |
| Q3 2025 | 11 | -1 | 6.49M | $1.13B | n/a | −1 |
| Q2 2025 | 9 | +2 | 956.17K | $157.25M | +2 | n/a |
| Q1 2025 | 4 | -3 | 33.46K | $5.37M | n/a | −3 |
| Q4 2024 | 7 | +2 | 51.21K | $8.28M | +2 | n/a |
| Q3 2024 | 5 | 0 | 30.54K | $5.12M | +1 | −1 |
| Q2 2024 | 5 | n/a | 31.93K | $4.80M | n/a | n/a |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.76M | +0.2% | $876.88M | 0.1% | ▲ Add | 3 | SEC ↗ ×6 |
| 2 | Assetmark, Inc | 4.33M | -4.2% | $798.56M | 1.6% | ▼ Trim | 2 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 3.13M | +19.3% | $570.84M | 0.3% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.05M | -2.5% | $561.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 2.69M | -0.6% | $495.36M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Royal Bank Of Canada | 2.42M | -5.0% | $446.27M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 7 | UBS Group AG | 1.47M | +5.2% | $270.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Pnc Financial Services Group, Inc. | 1.46M | -0.5% | $269.26M | 0.2% | ▼ Trim | 2 | SEC ↗ ×8 |
| 9 | Envestnet Asset Management Inc | 1.21M | +6.2% | $222.12M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1.11M | +6.8% | $204.31M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 1.09M | +1.7% | $201.59M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 12 | Northwestern Mutual Wealth… | 1.05M | +6.8% | $192.71M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 882.99K | -11.0% | $162.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 14 | Raymond James Financial Inc | 720.23K | -8.9% | $132.72M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 703.11K | -0.7% | $129.57M | 0.1% | ▼ Trim | 2 | SEC ↗ ×6 |
| 16 | Focus Partners Wealth | 683.83K | +1.0% | $126.02M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 659.62K | +62.6% | $121.62M | 0.2% | ▲ Add | 2 | SEC ↗ ×3 |
| 18 | Mariner, LLC | 603.46K | -2.9% | $111.16M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 19 | Us Bancorp \De\ | 505.53K | +3.0% | $93.18M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 20 | Creative Planning | 433.70K | -0.1% | $79.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Cetera Investment Advisers | 424.29K | +1.5% | $78.19M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 401.59K | -6.2% | $74.01M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 399.18K | -22.4% | $73.56M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 24 | JPMorgan Chase ✦ | 383.98K | +0.4% | $69.68M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 25 | Truist Financial Corp | 341.90K | -11.6% | $63.01M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 26 | HighTower Advisors, LLC | 326.80K | -0.7% | $60.23M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Cwm, Llc | 290.86K | +6.8% | $53.60M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Corient Private Wealth LP | 275.03K | -50.0% | $50.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | CIBC Bancorp USA Inc. | 274.91K | n/a | $50.44M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 30 | Mml Investors Services, Llc | 241.73K | -0.3% | $44.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | 1832 Asset Management L.P. | 231.85K | -3.4% | $42.73M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Blair William & Co/Il | 177.55K | +26.7% | $32.72M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Bnp Paribas Financial Markets | 158.51K | -3.8% | $29.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 148.59K | -39.4% | $27.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of Montreal /Can/ | 145.87K | -2.5% | $26.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 36 | Fifth Third Bancorp | 132.62K | +62.8% | $24.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Captrust Financial Advisors | 123.39K | +0.2% | $22.73M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Baird Financial Group, Inc. | 105.27K | -0.7% | $19.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 39 | Mercer Global Advisors Inc /Adv | 90.24K | -15.1% | $16.63M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Brown Advisory Inc | 82.31K | +37.4% | $15.17M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 41 | Cerity Partners LLC | 63.91K | +116.0% | $11.79M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 42 | Northern Trust Corp | 53.14K | -4.8% | $9.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | AQR Capital Management ✦ | 44.37K | +64.4% | $8.18M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 44 | Quantinno Capital Management LP | 36.98K | +37.3% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 45 | Goldman Sachs Group ✦ | 28.51K | +0.6% | $5.25M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 46 | Bank of New York Mellon Corp | 28.26K | +4.5% | $5.21M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 47 | TD Waterhouse Canada Inc. | 23.64K | -0.8% | $4.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 48 | Franklin Resources Inc | 23.44K | -0.2% | $4.32M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 49 | Qube Research & Technologies Ltd | 21.90K | جديد | $4.04M | 0.0% | New | 1 | SEC ↗ |
| 50 | Renaissance Technologies ✦ | 15.90K | +14.4% | $2.93M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 51 | Citigroup Inc | 13.85K | -4.9% | $2.55M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Gotham Asset Management ✦ | 13.23K | +142.7% | $2.44M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 53 | Wealthfront Advisers LLC | 12.34K | +9.9% | $2.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | UBS AM, a distinct business unit of… | 12.26K | +497.6% | $2.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Wellington Management ✦ | 11.11K | 0.0% | $2.05M | 0.0% | Held | 8 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 10.62K | +0.6% | $1.96M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | BlackRock ✦ (سلبي) | 8.28K | +181.8% | $1.53M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 58 | Russell Investments Group, Ltd. | 7.19K | +11.4% | $1.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | Lido Advisors, LLC | 7.12K | +1.1% | $1.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 60 | Neuberger Berman Group LLC | 5.95K | -0.8% | $1.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 61 | Cibc World Market Inc. | 5.89K | +0.3% | $1.09M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 5.83K | +6.1% | $1.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Citadel Advisors ✦ | 5.46K | +175.8% | $1.01M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 4.15K | -18.7% | $764,762 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 65 | First Trust Advisors Lp | 3.27K | -15.3% | $601,712 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Jane Street Group, Llc | 3.02K | -25.9% | $557,263 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 67 | Tudor Investment Corp Et Al | 2.66K | جديد | $489,816 | 0.0% | New | 1 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 2.05K | -50.0% | $378,143 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Fisher Asset Management ✦ | 1.96K | +23.2% | $362,074 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Deutsche Bank Ag\ | 1.85K | -9.9% | $341,839 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Sei Investments Co | 1.25K | جديد | $229,970 | 0.0% | New | 1 | SEC ↗ |
| 72 | Allspring Global Investments… | 1.19K | -76.5% | $219,549 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 73 | Kayne Anderson Rudnick Investment… | 110 | 0.0% | $20,403 | 0.0% | Held | 2 | SEC ↗ |
| 74 | National Bank Of Canada /Fi/ | 87 | +148.6% | $16,032 | 0.0% | ▲ Add | 2 | SEC ↗ |
"وزنهم" = حصة المركز من قيمة محفظة المدير في 13F: مقياس القناعة. ✦ = مدير منتقى.
المشترون الجدد
| Qube Research & Technologies… | $4.04M | 0.0% |
| Tudor Investment Corp Et Al | $489,816 | 0.0% |
| Sei Investments Co | $229,970 | 0.0% |
تم الخروج
| Susquehanna International… | $3.22M | كان 0.0% |
| Tidal Investments LLC | $1.44M | كان 0.0% |
| D. E. Shaw & Co. | $790,361 | كان 0.0% |
| Invesco Ltd. | $205,749 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 1,206 المالكون, 73.21M الأسهم, $12.43B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يمتلكه المالكون المتتبَّعون لهذا الورقة المالية في الغالب: أعداد الملكية المشتركة، لا العلاقات الأساسية.
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 ·
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