Catatan efek
VOE
Vanguard Morningstar Mid-Cap Value ETF · Financial Services · Asset Management
74Pemegang yang dilacak
+2Δ pemegang
38.41MSaham yang dipegang
$7.59BNilai yang dilaporkan
+3Posisi baru
−2Keluar
Input momentum (manajer yang sebanding):
keluasan pemegang +2.8% ·
aliran saham +2.2% ·
posisi baru bersih +1.4%
— formula
Akumulasi luas — peningkatan saham di lebih banyak pemegang
Semua angka kepemilikan: hanya manajer 13F yang dipantau, posisi saham biasa, periode pelaporan Q2 2026
Kepemilikan dari waktu ke waktu
| Kuartal | Pemegang | Δ | Saham | Nilai yang dilaporkan | Baru | Keluar |
|---|---|---|---|---|---|---|
| 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 | — |
| Q3 2025 | 11 | -1 | 6.49M | $1.13B | — | −1 |
| Q2 2025 | 9 | +2 | 956.17K | $157.25M | +2 | — |
| Q1 2025 | 4 | -3 | 33.46K | $5.37M | — | −3 |
| Q4 2024 | 7 | +2 | 51.21K | $8.28M | +2 | — |
| Q3 2024 | 5 | 0 | 30.54K | $5.12M | +1 | −1 |
| Q2 2024 | 5 | — | 31.93K | $4.80M | — | — |
Siapa yang memegangnya · Q2 2026
| # | Manajer | Saham | Δ saham | Nilai | Bobotnya | Dipegang | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 4.89M | +2.7% | $965.62M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 2 | Assetmark, Inc | 4.43M | +2.2% | $874.74M | 1.5% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 3.38M | +7.8% | $671.99M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 3.12M | +2.4% | $616.32M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 5 | Wells Fargo & Company/Mn | 2.73M | +1.4% | $538.73M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 6 | Royal Bank Of Canada | 2.28M | -5.9% | $450.23M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 7 | UBS Group AG | 1.54M | +4.9% | $303.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 8 | Pnc Financial Services Group, Inc. | 1.44M | -1.5% | $284.36M | 0.1% | ▼ Trim | 3 | SEC ↗ ×8 |
| 9 | Envestnet Asset Management Inc | 1.22M | +1.2% | $240.98M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | LPL Financial LLC | 1.16M | +6.2% | $229.54M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Fidelity (FMR) ✦ | 1.12M | +0.6% | $220.47M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 12 | Northwestern Mutual Wealth… | 1.11M | +6.1% | $219.22M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 13 | Ameriprise Financial Inc | 753.59K | -14.7% | $148.91M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 14 | Stifel Financial Corp | 739.43K | +5.2% | $146.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Raymond James Financial Inc | 730.07K | +1.4% | $144.26M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Osaic Holdings, Inc. | 707.25K | +7.2% | $139.83M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Focus Partners Wealth | 653.69K | -4.4% | $129.17M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 18 | Mariner, LLC | 617.45K | +2.3% | $122.02M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 19 | Us Bancorp \De\ | 504.06K | -0.3% | $99.62M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 20 | Creative Planning | 465.24K | +7.3% | $91.93M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 21 | Cetera Investment Advisers | 419.52K | -1.1% | $82.90M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 409.75K | +2.0% | $80.97M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 397.70K | -0.4% | $78.59M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 24 | JPMorgan Chase ✦ | 383.15K | -0.2% | $76.14M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 25 | Truist Financial Corp | 339.84K | -0.6% | $67.15M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 26 | CIBC Bancorp USA Inc. | 296.03K | +7.7% | $58.93M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 27 | Corient Private Wealth LP | 274.64K | -0.1% | $54.27M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 248.80K | +2.9% | $49.16M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 29 | 1832 Asset Management L.P. | 231.85K | 0.0% | $45.81M | 0.1% | Held | 3 | SEC ↗ |
| 30 | Blair William & Co/Il | 163.17K | -8.1% | $32.24M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 31 | Bnp Paribas Financial Markets | 157.92K | -0.4% | $31.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Bank Of Montreal /Can/ | 148.47K | +1.8% | $29.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 33 | Wealth Enhancement Advisory… | 142.56K | -4.1% | $28.70M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Captrust Financial Advisors | 144.80K | +17.4% | $28.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Fifth Third Bancorp | 125.77K | -5.2% | $24.85M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 36 | Baird Financial Group, Inc. | 100.65K | -4.4% | $19.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 37 | Cerity Partners LLC | 94.78K | +48.3% | $18.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 38 | Mercer Global Advisors Inc /Adv | 91.97K | +1.9% | $18.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Brown Advisory Inc | 81.62K | -0.8% | $16.13M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Quantinno Capital Management LP | 59.81K | +61.7% | $11.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Wellington Management ✦ | 58.14K | +423.2% | $11.49M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 42 | Qube Research & Technologies Ltd | 57.40K | +162.1% | $11.34M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Northern Trust Corp | 55.81K | +5.0% | $11.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 44 | AQR Capital Management ✦ | 50.12K | +12.9% | $9.90M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 45 | Goldman Sachs Group ✦ | 30.80K | +8.0% | $6.09M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 46 | Jane Street Group, Llc | 28.38K | +838.5% | $5.61M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Bank of New York Mellon Corp | 26.94K | -4.7% | $5.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 48 | TD Waterhouse Canada Inc. | 24.88K | +5.2% | $4.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Franklin Resources Inc | 23.46K | +0.1% | $4.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 50 | Susquehanna International Group, Llp | 16.91K | Baru | $3.34M | 0.0% | New | 1 | SEC ↗ ×2 |
| 51 | Citigroup Inc | 15.12K | +9.2% | $2.99M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Nuveen, LLC | 14.73K | Baru | $2.91M | 0.0% | New | 1 | SEC ↗ |
| 53 | Gotham Asset Management ✦ | 14.44K | +9.1% | $2.85M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 54 | Wealthfront Advisers LLC | 11.95K | -3.1% | $2.36M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 11.88K | +103.8% | $2.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Financial Engines Advisors L.L.C. | 10.66K | +0.4% | $2.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | BlackRock ✦ (pasif) | 9.75K | +17.8% | $1.93M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 58 | UBS AM, a distinct business unit of… | 8.29K | -32.4% | $1.64M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Tidal Investments LLC | 7.37K | Baru | $1.46M | 0.0% | New | 1 | SEC ↗ |
| 60 | Lido Advisors, LLC | 7.22K | +1.4% | $1.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 7.05K | -1.9% | $1.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Renaissance Technologies ✦ | 6.80K | -57.2% | $1.34M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 63 | Neuberger Berman Group LLC | 5.95K | 0.0% | $1.17M | 0.0% | Held | 3 | SEC ↗ |
| 64 | Empower Advisory Group, LLC | 4.16K | +0.1% | $821,226 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Cibc World Market Inc. | 4.03K | -31.6% | $796,526 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | First Trust Advisors Lp | 3.27K | 0.0% | $645,226 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Hsbc Holdings Plc | 2.05K | 0.0% | $405,475 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Deutsche Bank Ag\ | 1.85K | 0.0% | $366,548 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Sei Investments Co | 1.53K | +22.8% | $302,920 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 70 | Fisher Asset Management ✦ | 1.12K | -43.2% | $220,695 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Citadel Advisors ✦ | 1.09K | -80.1% | $214,594 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 72 | Allspring Global Investments… | 1.02K | -14.1% | $202,414 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 73 | National Bank Of Canada /Fi/ | 87 | 0.0% | $17,191 | 0.0% | Held | 3 | SEC ↗ |
| 74 | Kayne Anderson Rudnick Investment… | 56 | -49.1% | $11,216 | 0.0% | ▼ Trim | 3 | SEC ↗ |
"Bobot mereka" = porsi posisi dari total nilai ekuitas 13F yang dilaporkan manajer tersebut — ukuran keyakinan. ✦ = manajer yang dikurasi.
Pembeli baru
| Susquehanna International… | $3.34M | 0.0% |
| Nuveen, LLC | $2.91M | 0.0% |
| Tidal Investments LLC | $1.46M | 0.0% |
Telah keluar
| HighTower Advisors, LLC | $60.23M | adalah 0.1% |
| Tudor Investment Corp Et Al | $489,816 | 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 efek ini yang dilacak — berdasarkan 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: Q2 2026 ·
Metodologi ·
Dapatkan ini melalui API