Запись по ценной бумаге · архивный квартал
VOT
Vanguard Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
74Отслеживаемые держатели
0Δ держателей
21.64MАкций в держании
$6.04BОтчётная стоимость
+1Новые позиции
−1Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций -0.5% · новые чистые позиции 0.0% · формула
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 112.09K | $33.39M | n/a | −1 |
| Q2 2026 | 76 | +6 | 21.67M | $6.63B | +7 | −2 |
| Q1 2026 | 72 | -2 | 21.36M | $5.48B | +1 | −3 |
| Q4 2025 | 74 | 0 | 21.64M | $6.04B | +1 | −1 |
| Q3 2025 | 12 | -1 | 3.57M | $1.05B | n/a | −1 |
| Q2 2025 | 10 | +1 | 329.83K | $93.80M | +2 | −1 |
| Q1 2025 | 6 | +1 | 174.23K | $42.62M | +2 | −1 |
| Q4 2024 | 5 | +2 | 18.25K | $4.63M | +2 | n/a |
| Q3 2024 | 3 | +1 | 8.96K | $2.18M | +1 | n/a |
| Q2 2024 | 2 | n/a | 7.47K | $1.71M | n/a | n/a |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.97M | +1.5% | $829.65M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 2 | Assetmark, Inc | 2.22M | n/a | $619.24M | 1.3% | n/c | 1 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.10M | n/a | $586.99M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 4 | Royal Bank Of Canada | 1.78M | n/a | $496.25M | 0.1% | n/c | 1 | SEC ↗ ×8 |
| 5 | Wells Fargo & Company/Mn | 1.62M | n/a | $450.89M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 6 | Pnc Financial Services Group, Inc. | 1.10M | n/a | $308.19M | 0.2% | n/c | 1 | SEC ↗ ×10 |
| 7 | UBS Group AG | 1.06M | n/a | $295.93M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Northwestern Mutual Wealth… | 902.24K | n/a | $251.85M | 0.2% | n/c | 1 | SEC ↗ |
| 9 | Jones Financial Companies Lllp | 882.88K | n/a | $246.45M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 876.40K | n/a | $244.64M | 0.1% | n/c | 1 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 675.78K | n/a | $188.64M | 0.1% | n/c | 1 | SEC ↗ |
| 12 | Raymond James Financial Inc | 555.29K | n/a | $155.00M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 504.14K | n/a | $140.73M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 14 | Rockefeller Capital Management L.P. | 424.43K | n/a | $118.48M | 0.2% | n/c | 1 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 363.93K | n/a | $101.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 16 | Commonwealth Equity Services, Llc | 332.63K | n/a | $92.85M | 0.1% | n/c | 1 | SEC ↗ |
| 17 | Truist Financial Corp | 281.92K | n/a | $78.70M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 18 | Fidelity (FMR) ✦ | 250.25K | +0.4% | $69.86M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 224.54K | n/a | $62.68M | 0.1% | n/c | 1 | SEC ↗ |
| 20 | Us Bancorp \De\ | 182.93K | n/a | $51.08M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 21 | Mariner, LLC | 170.34K | n/a | $47.55M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 22 | JPMorgan Chase ✦ | 165.01K | -48.1% | $46.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 23 | Mml Investors Services, Llc | 161.40K | n/a | $45.05M | 0.1% | n/c | 1 | SEC ↗ |
| 24 | Bnp Paribas Financial Markets | 161.21K | n/a | $45.00M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Osaic Holdings, Inc. | 158.28K | n/a | $44.22M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 26 | Corient Private Wealth LP | 168.07K | n/a | $43.96M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 27 | Wealth Enhancement Advisory… | 149.85K | n/a | $43.26M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | 1832 Asset Management L.P. | 152.88K | n/a | $42.67M | 0.1% | n/c | 1 | SEC ↗ |
| 29 | Creative Planning | 138.56K | n/a | $38.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 30 | HighTower Advisors, LLC | 133.57K | n/a | $37.29M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Cwm, Llc | 131.90K | n/a | $36.82M | 0.1% | n/c | 1 | SEC ↗ |
| 32 | Blair William & Co/Il | 65.82K | n/a | $18.37M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 62.23K | n/a | $17.37M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Baird Financial Group, Inc. | 57.92K | n/a | $16.17M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Fifth Third Bancorp | 51.34K | n/a | $14.33M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Captrust Financial Advisors | 45.97K | n/a | $12.83M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Mercer Global Advisors Inc /Adv | 39.32K | n/a | $10.98M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cerity Partners LLC | 31.66K | n/a | $8.84M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Bank Of Montreal /Can/ | 29.34K | n/a | $8.19M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 40 | Brown Advisory Inc | 27.09K | n/a | $7.56M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Goldman Sachs Group ✦ | 26.60K | -33.0% | $7.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 42 | Tidal Investments LLC | 25.20K | n/a | $7.03M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Northern Trust Corp | 23.98K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Financial Engines Advisors L.L.C. | 15.67K | n/a | $4.37M | 0.0% | n/c | 1 | SEC ↗ |
| 45 | AQR Capital Management ✦ | 13.19K | +9.1% | $3.68M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 46 | Wellington Management ✦ | 11.96K | Новый | $3.34M | 0.0% | New | 1 | SEC ↗ |
| 47 | Citigroup Inc | 11.15K | n/a | $3.11M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Bank of New York Mellon Corp | 11.02K | n/a | $3.08M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 49 | Quantinno Capital Management LP | 10.64K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Wealthfront Advisers LLC | 10.63K | n/a | $2.97M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | The Vanguard Group ✦ (пассивный) | 8.76K | -2.6% | $2.45M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 52 | Renaissance Technologies ✦ | 6.00K | -17.8% | $1.67M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 53 | Jane Street Group, Llc | 5.83K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 54 | Lido Advisors, LLC | 5.14K | n/a | $1.50M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Alliancebernstein L.P. | 5.14K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Cibc World Market Inc. | 4.04K | n/a | $1.13M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | BlackRock ✦ (пассивный) | 3.89K | +97.9% | $1.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 58 | Qube Research & Technologies Ltd | 3.58K | n/a | $1.00M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Gotham Asset Management ✦ | 3.45K | +17.7% | $963,591 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 3.25K | n/a | $907,763 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | First Manhattan Co. Llc. | 3.11K | n/a | $867,567 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Hsbc Holdings Plc | 2.50K | n/a | $698,966 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | First Trust Advisors Lp | 2.23K | n/a | $622,203 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | UBS AM, a distinct business unit of… | 2.19K | n/a | $611,037 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Empower Advisory Group, LLC | 2.08K | n/a | $581,449 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 1.54K | n/a | $430,759 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | D. E. Shaw & Co. ✦ | 1.42K | 0.0% | $397,495 | 0.0% | Held | 6 | SEC ↗ |
| 68 | Susquehanna International Group, Llp | 809 | n/a | $225,824 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Harris Associates (Oakmark) ✦ | 700 | 0.0% | $195,398 | 0.0% | Held | 3 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 185 | n/a | $51,641 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Franklin Resources Inc | 157 | n/a | $43,825 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 72 | Kayne Anderson Rudnick Investment… | 134 | n/a | $37,409 | 0.0% | n/c | 1 | SEC ↗ |
| 73 | Deutsche Bank Ag\ | 97 | n/a | $27,077 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Allspring Global Investments… | 48 | n/a | $13,687 | 0.0% | n/c | 1 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wellington Management | $3.34M | 0.0% |
Закрыто
| Fisher Asset Management | $256,430 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,046 держатели, 38.32M акции, $9.65B отражено в отчётности. Это иной, более ранний период по сравнению с показателями отслеживаемой вселенной выше, и они никогда не смешиваются.
Часто держатся совместно
Что ещё чаще всего держат отслеживаемые владельцы данной ценной бумаги: количество случаев совместного владения, а не фундаментальные взаимосвязи.
Происхождение: Владение на основе разобранных позиций в обыкновенных акциях из 13F (отслеживаемая вселенная, сопоставимые наборы для изменений); строки инсайдеров из форм 3/4/5; доли из Schedules 13D/13G; каждая подача ссылается на оригинал на SEC EDGAR.
Отчётный период: Q4 2025 ·
Методология ·
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