Catatan efek · kuartal yang diarsipkan
VOE
Vanguard Morningstar Mid-Cap Value ETF · Financial Services · Asset Management
74Pemegang yang dilacak
-1Δ pemegang
38.19MSaham yang dipegang
$7.03BNilai yang dilaporkan
+3Posisi baru
−4Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang -1.3% ·
aliran saham +0.2% ·
posisi baru bersih -1.4%
· formula
Akumulasi terkonsentrasi: saham yang meningkat di antara lebih sedikit 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 | 3 | 0 | 4.24M | $829.07M | n/a | n/a |
| Q2 2026 | 75 | +2 | 38.72M | $7.66B | +3 | −1 |
| 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 |
Siapa yang memegangnya · Q1 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 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 | Baru | $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 ✦ (pasif) | 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 | Baru | $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 | Baru | $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 ↗ |
"Their weight" = porsi posisi dari nilai ekuitas 13F yang dilaporkan manajer tersebut: ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Qube Research & Technologies… | $4.04M | 0.0% |
| Tudor Investment Corp Et Al | $489,816 | 0.0% |
| Sei Investments Co | $229,970 | 0.0% |
Telah keluar
| Susquehanna International… | $3.22M | adalah 0.0% |
| Tidal Investments LLC | $1.44M | adalah 0.0% |
| D. E. Shaw & Co. | $790,361 | adalah 0.0% |
| Invesco Ltd. | $205,749 | adalah 0.0% |
Konteks pasar penuh: di SEMUA filer 13F (data terstruktur SEC, Q1 2026): 1,206 pemegang, 73.21M saham, $12.43B 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