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Vanguard Morningstar Mid-Cap Growth ETF · Financial Services · Asset Management
76Отслеживаемые держатели
+6Δ держателей
21.67MАкций в держании
$6.63BОтчётная стоимость
+7Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.6% ·
поток акций +2.6% ·
новые чистые позиции +6.6%
— формула
Широкое накопление — рост доли акций у большего числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q2 2026
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| 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 | — | −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 | — |
| Q3 2024 | 3 | +1 | 8.96K | $2.18M | +1 | — |
| Q2 2024 | 2 | — | 7.47K | $1.71M | — | — |
Кто держит · Q2 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.07M | +2.9% | $939.47M | 0.1% | ▲ Add | 4 | SEC ↗ ×4 |
| 2 | Assetmark, Inc | 2.15M | +0.4% | $658.65M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 3 | Bank Of America Corp /De/ | 2.12M | -1.7% | $649.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 4 | Wells Fargo & Company/Mn | 1.65M | -1.7% | $504.35M | 0.1% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | Royal Bank Of Canada | 1.20M | -6.8% | $366.15M | 0.1% | ▼ Trim | 3 | SEC ↗ ×7 |
| 6 | UBS Group AG | 1.16M | +3.6% | $355.42M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | Pnc Financial Services Group, Inc. | 1.10M | -1.0% | $338.16M | 0.2% | ▼ Trim | 3 | SEC ↗ ×10 |
| 8 | Jones Financial Companies Lllp | 1.10M | +6.2% | $328.74M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 9 | LPL Financial LLC | 915.17K | +1.6% | $280.32M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 10 | Northwestern Mutual Wealth… | 905.61K | +3.9% | $277.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 11 | Envestnet Asset Management Inc | 727.90K | +2.2% | $222.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 12 | Raymond James Financial Inc | 564.85K | +3.7% | $173.01M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 13 | Stifel Financial Corp | 519.52K | +1.1% | $159.13M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 14 | Ameriprise Financial Inc | 353.09K | +2.1% | $108.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 15 | Rockefeller Capital Management L.P. | 328.80K | +0.2% | $100.71M | 0.2% | ▲ Add | 3 | SEC ↗ ×4 |
| 16 | Commonwealth Equity Services, Llc | 275.08K | -0.6% | $84.26M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 256.75K | -7.5% | $78.64M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Fidelity (FMR) ✦ | 243.29K | -3.4% | $74.52M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 19 | Bnp Paribas Financial Markets | 236.96K | +57.1% | $72.58M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 20 | CIBC Bancorp USA Inc. | 225.82K | +18.1% | $69.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 21 | Cetera Investment Advisers | 211.34K | +2.5% | $64.73M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 22 | Osaic Holdings, Inc. | 208.64K | +13.2% | $63.95M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 23 | Us Bancorp \De\ | 204.63K | +1.3% | $62.70M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | Mml Investors Services, Llc | 178.76K | +15.8% | $54.76M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 25 | Wellington Management ✦ | 176.69K | Новый | $54.12M | 0.0% | New | 1 | SEC ↗ |
| 26 | Mariner, LLC | 171.46K | +0.3% | $52.52M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | 1832 Asset Management L.P. | 167.20K | 0.0% | $51.21M | 0.1% | Held | 3 | SEC ↗ |
| 28 | Creative Planning | 164.75K | +16.2% | $50.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 29 | JPMorgan Chase ✦ | 163.01K | -0.6% | $49.52M | 0.0% | ▼ Trim | 4 | SEC ↗ ×5 |
| 30 | Wealth Enhancement Advisory… | 87.83K | -1.1% | $26.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Fifth Third Bancorp | 84.78K | -4.1% | $25.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Corient Private Wealth LP | 79.43K | -1.1% | $24.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 64.06K | +2.4% | $19.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Captrust Financial Advisors | 57.11K | +30.2% | $17.49M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Cerity Partners LLC | 56.84K | +25.7% | $17.41M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 36 | Blair William & Co/Il | 53.53K | +3.8% | $16.40M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Focus Partners Wealth | 38.87K | -38.5% | $11.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Goldman Sachs Group ✦ | 33.28K | +37.9% | $10.19M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 39 | Mercer Global Advisors Inc /Adv | 29.62K | +5.6% | $9.07M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Caisse De Depot Et Placement Du… | 27.89K | Новый | $8.54M | 0.0% | New | 1 | SEC ↗ |
| 41 | AQR Capital Management ✦ | 26.71K | +56.5% | $8.18M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 42 | Northern Trust Corp | 25.71K | +7.3% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Tidal Investments LLC | 25.70K | +43.4% | $7.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Brown Advisory Inc | 25.28K | -0.2% | $7.74M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 45 | Bank Of Montreal /Can/ | 24.72K | -11.1% | $7.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 46 | Hrt Financial Lp | 18.76K | Новый | $5.75M | 0.0% | New | 1 | SEC ↗ |
| 47 | Quantinno Capital Management LP | 18.11K | +15.7% | $5.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Financial Engines Advisors L.L.C. | 16.05K | -1.2% | $4.92M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Citigroup Inc | 13.28K | -3.6% | $4.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 12.46K | -0.7% | $3.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 51 | Renaissance Technologies ✦ | 12.38K | Новый | $3.79M | 0.0% | New | 1 | SEC ↗ |
| 52 | Susquehanna International Group, Llp | 11.69K | -55.8% | $3.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 53 | Wealthfront Advisers LLC | 11.22K | -10.3% | $3.44M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 54 | Gotham Asset Management ✦ | 9.70K | +9.6% | $2.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 55 | BlackRock ✦ (пассивный) | 9.45K | +21.0% | $2.89M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 56 | Nuveen, LLC | 8.01K | Новый | $2.45M | 0.0% | New | 1 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 5.99K | -33.9% | $1.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Lido Advisors, LLC | 4.98K | -0.3% | $1.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Cibc World Market Inc. | 3.83K | -0.2% | $1.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | National Bank Of Canada /Fi/ | 3.29K | -1.4% | $1.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Alliancebernstein L.P. | 3.89K | +6.0% | $1.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | First Manhattan Co. Llc. | 3.11K | +1.8% | $952,593 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Jane Street Group, Llc | 2.22K | +0.8% | $679,986 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 64 | First Trust Advisors Lp | 2.07K | +2.8% | $632,815 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Sei Investments Co | 1.82K | Новый | $557,780 | 0.0% | New | 1 | SEC ↗ |
| 66 | Russell Investments Group, Ltd. | 1.64K | +10.3% | $503,546 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 67 | Fisher Asset Management ✦ | 1.42K | -41.8% | $434,830 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Hsbc Holdings Plc | 1.25K | 0.0% | $383,488 | 0.0% | Held | 3 | SEC ↗ |
| 69 | Empower Advisory Group, LLC | 1.17K | -0.4% | $358,371 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 70 | Harris Associates (Oakmark) ✦ | 700 | 0.0% | $214,410 | 0.0% | Held | 5 | SEC ↗ |
| 71 | Point72 Asset Management ✦ | 654 | Новый | $200,320 | 0.0% | New | 1 | SEC ↗ |
| 72 | Qube Research & Technologies Ltd | 444 | -36.4% | $135,997 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | Franklin Resources Inc | 284 | +93.2% | $86,990 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 74 | TD Waterhouse Canada Inc. | 185 | 0.0% | $56,234 | 0.0% | Held | 3 | SEC ↗ |
| 75 | Kayne Anderson Rudnick Investment… | 131 | -89.8% | $40,154 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Allspring Global Investments… | 48 | 0.0% | $14,475 | 0.0% | Held | 3 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Wellington Management | $54.12M | 0.0% |
| Caisse De Depot Et Placement… | $8.54M | 0.0% |
| Hrt Financial Lp | $5.75M | 0.0% |
| Renaissance Technologies | $3.79M | 0.0% |
| Nuveen, LLC | $2.45M | 0.0% |
| Sei Investments Co | $557,780 | 0.0% |
| Point72 Asset Management | $200,320 | 0.0% |
Закрыто
| HighTower Advisors, LLC | $32.90M | составлял 0.0% |
| D. E. Shaw & Co. | $366,466 | 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 держатели 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: Q2 2026 ·
Методология ·
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