Запись по ценной бумаге · архивный квартал
VOT
Vanguard Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
72Отслеживаемые держатели
-2Δ держателей
21.36MАкций в держании
$5.48BОтчётная стоимость
+1Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.7% ·
поток акций -2.1% ·
новые чистые позиции -2.8%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q1 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 2.24M | $655.66M | n/a | n/a |
| Q2 2026 | 77 | +6 | 21.78M | $6.66B | +7 | −1 |
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 2.98M | +0.3% | $767.40M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Bank Of America Corp /De/ | 2.16M | +2.6% | $555.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Assetmark, Inc | 2.14M | -3.5% | $551.15M | 1.1% | ▼ Trim | 2 | SEC ↗ |
| 4 | Wells Fargo & Company/Mn | 1.67M | +3.7% | $430.95M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 5 | Royal Bank Of Canada | 1.28M | -27.8% | $330.18M | 0.1% | ▼ Trim | 2 | SEC ↗ ×8 |
| 6 | UBS Group AG | 1.12M | +5.6% | $288.21M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 7 | Pnc Financial Services Group, Inc. | 1.11M | +1.0% | $286.87M | 0.2% | ▲ Add | 2 | SEC ↗ ×10 |
| 8 | Jones Financial Companies Lllp | 1.04M | +17.4% | $261.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 900.99K | +2.8% | $231.87M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 871.78K | -3.4% | $224.35M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 711.92K | +5.3% | $183.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Raymond James Financial Inc | 544.51K | -1.9% | $140.13M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 513.75K | +1.9% | $132.22M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 14 | Rockefeller Capital Management L.P. | 328.15K | -22.7% | $84.45M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 15 | Ameriprise Financial Inc | 345.76K | -5.0% | $83.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 16 | Truist Financial Corp | 277.42K | -1.6% | $71.39M | 0.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 276.85K | -16.8% | $71.25M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 251.95K | +0.7% | $64.84M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 206.14K | -8.2% | $53.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 20 | Us Bancorp \De\ | 201.99K | +10.4% | $52.00M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 21 | CIBC Bancorp USA Inc. | 191.26K | n/a | $49.18M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 22 | Osaic Holdings, Inc. | 184.29K | +16.4% | $47.46M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Mariner, LLC | 170.87K | +0.3% | $43.97M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 24 | 1832 Asset Management L.P. | 167.20K | +9.4% | $43.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 163.98K | -0.6% | $40.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 26 | Mml Investors Services, Llc | 154.31K | -4.4% | $39.71M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 27 | Bnp Paribas Financial Markets | 150.80K | -6.5% | $38.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | Creative Planning | 141.82K | +2.4% | $36.50M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | HighTower Advisors, LLC | 127.83K | -4.3% | $32.90M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cwm, Llc | 120.96K | -8.3% | $31.13M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 31 | Wealth Enhancement Advisory… | 88.83K | -40.7% | $23.22M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fifth Third Bancorp | 88.36K | +72.1% | $22.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Corient Private Wealth LP | 80.28K | -52.2% | $20.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Focus Partners Wealth | 63.19K | +1.6% | $16.26M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 62.56K | +8.0% | $16.10M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 36 | Blair William & Co/Il | 51.58K | -21.6% | $13.27M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Cerity Partners LLC | 45.23K | +42.8% | $11.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 38 | Captrust Financial Advisors | 43.86K | -4.6% | $11.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Mercer Global Advisors Inc /Adv | 28.04K | -28.7% | $7.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 40 | Bank Of Montreal /Can/ | 27.81K | -5.2% | $7.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 41 | Susquehanna International Group, Llp | 26.43K | +3166.6% | $6.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Brown Advisory Inc | 25.32K | -6.5% | $6.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Goldman Sachs Group ✦ | 24.13K | -9.3% | $6.21M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 44 | Northern Trust Corp | 23.95K | -0.1% | $6.16M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 45 | Tidal Investments LLC | 17.92K | -28.9% | $4.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 17.06K | +29.3% | $4.39M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 47 | Financial Engines Advisors L.L.C. | 16.25K | +3.7% | $4.18M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Quantinno Capital Management LP | 15.65K | +47.2% | $4.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Citigroup Inc | 13.77K | +23.5% | $3.54M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 12.54K | +13.8% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 51 | Wealthfront Advisers LLC | 12.51K | +17.7% | $3.22M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 9.06K | +314.0% | $2.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | Gotham Asset Management ✦ | 8.85K | +156.4% | $2.28M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 54 | BlackRock ✦ (пассивный) | 7.81K | +100.8% | $2.01M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 55 | Lido Advisors, LLC | 5.00K | -2.8% | $1.29M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Alliancebernstein L.P. | 3.67K | -28.7% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Cibc World Market Inc. | 3.84K | -5.0% | $988,996 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | National Bank Of Canada /Fi/ | 3.34K | +2.6% | $858,777 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | First Manhattan Co. Llc. | 3.06K | -1.7% | $786,204 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Fisher Asset Management ✦ | 2.44K | Новый | $627,322 | 0.0% | New | 1 | SEC ↗ |
| 61 | Jane Street Group, Llc | 2.20K | -62.2% | $566,685 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | First Trust Advisors Lp | 2.01K | -9.9% | $517,016 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Russell Investments Group, Ltd. | 1.49K | -3.4% | $383,702 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | D. E. Shaw & Co. ✦ | 1.42K | 0.0% | $366,466 | 0.0% | Held | 7 | SEC ↗ |
| 65 | Kayne Anderson Rudnick Investment… | 1.28K | +854.5% | $329,227 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Hsbc Holdings Plc | 1.25K | -50.0% | $322,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Empower Advisory Group, LLC | 1.18K | -43.6% | $302,386 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Harris Associates (Oakmark) ✦ | 700 | 0.0% | $180,145 | 0.0% | Held | 4 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 698 | -80.5% | $179,630 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | TD Waterhouse Canada Inc. | 185 | 0.0% | $48,150 | 0.0% | Held | 2 | SEC ↗ |
| 71 | Franklin Resources Inc | 147 | -6.4% | $37,830 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 72 | Allspring Global Investments… | 48 | 0.0% | $12,536 | 0.0% | Held | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Fisher Asset Management | $627,322 | 0.0% |
Закрыто
| Wellington Management | $3.34M | составлял 0.0% |
| Renaissance Technologies | $1.67M | составлял 0.0% |
| Deutsche Bank Ag\ | $27,077 | 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: Q1 2026 ·
Методология ·
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