Effectdossier
VPU
Vanguard Utilities ETF · Financial Services · Asset Management
62Gevolgde houders
+5Δ houders
8.71MGehouden aandelen
$1.71BGerapporteerde waarde
+6Nieuwe posities
−2Uitstappen
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.8% ·
aandelenstroom +2.2% ·
netto nieuwe posities +6.5%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2026
Eigendom in de tijd
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | +5 | 8.71M | $1.71B | +6 | −2 |
| Q1 2026 | 59 | -4 | 8.60M | $1.70B | +1 | −5 |
| Q4 2025 | 62 | +1 | 8.48M | $1.57B | +1 | — |
| Q3 2025 | 6 | -2 | 1.30M | $246.56M | — | −2 |
| Q2 2025 | 5 | 0 | 40.46K | $7.14M | +2 | −2 |
| Q1 2025 | 3 | -1 | 84.72K | $14.47M | +1 | −2 |
| Q4 2024 | 4 | +3 | 146.23K | $23.90M | +3 | — |
| Q3 2024 | 1 | -1 | 5.92K | $1.03M | +1 | −2 |
| Q2 2024 | 2 | — | 14.45K | $2.14M | — | — |
Wie het bezit · Q2 2026
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.21M | -0.2% | $236.87M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 2 | Bank Of America Corp /De/ | 1.07M | +2.4% | $208.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 3 | LPL Financial LLC | 910.69K | +1.9% | $178.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Northwestern Mutual Wealth… | 740.51K | +3.8% | $144.94M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 5 | Wells Fargo & Company/Mn | 510.30K | -2.3% | $99.88M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 6 | Envestnet Asset Management Inc | 509.15K | +5.5% | $99.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Empower Advisory Group, LLC | 412.79K | +7.9% | $80.79M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Osaic Holdings, Inc. | 339.10K | +7.1% | $66.47M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 9 | Ameriprise Financial Inc | 318.19K | +1.4% | $62.35M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | UBS Group AG | 316.10K | -12.6% | $61.87M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 11 | Raymond James Financial Inc | 293.59K | +5.2% | $57.46M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 12 | Rockefeller Capital Management L.P. | 207.70K | +0.6% | $40.65M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Cetera Investment Advisers | 199.12K | +5.9% | $38.97M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Royal Bank Of Canada | 186.39K | +2.1% | $36.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Commonwealth Equity Services, Llc | 179.11K | -1.6% | $35.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 16 | Captrust Financial Advisors | 155.28K | -3.3% | $30.39M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Mml Investors Services, Llc | 124.34K | +26.5% | $24.34M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 104.16K | +6.3% | $20.70M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 19 | Stifel Financial Corp | 104.06K | +2.0% | $20.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 20 | Corient Private Wealth LP | 86.52K | -15.0% | $16.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Lido Advisors, LLC | 76.67K | +4.9% | $15.01M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Blair William & Co/Il | 59.27K | +1.1% | $11.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Cerity Partners LLC | 59.15K | -2.2% | $11.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 24 | Pnc Financial Services Group, Inc. | 53.73K | -5.0% | $10.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 25 | Truist Financial Corp | 53.53K | +2.9% | $10.48M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Jones Financial Companies Lllp | 46.17K | +20.0% | $9.22M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 27 | Mercer Global Advisors Inc /Adv | 40.58K | +10.2% | $7.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Creative Planning | 34.37K | +4.3% | $6.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Mariner, LLC | 27.01K | -34.4% | $5.29M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | Wealth Enhancement Advisory… | 25.62K | +87.2% | $5.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Nomura Asset Management Co Ltd | 25.00K | -3.9% | $4.89M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 22.08K | +18.2% | $4.32M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 33 | Fifth Third Bancorp | 21.50K | -2.5% | $4.21M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 21.10K | -0.2% | $4.13M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 35 | Quantinno Capital Management LP | 19.26K | +12.7% | $3.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 19.01K | -1.5% | $3.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | BlackRock ✦ (passief) | 13.76K | +9.9% | $2.69M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 38 | AQR Capital Management ✦ | 13.14K | Nieuw | $2.57M | 0.0% | New | 1 | SEC ↗ |
| 39 | Bank Of Montreal /Can/ | 12.37K | +280.4% | $2.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 40 | Focus Partners Wealth | 10.96K | -8.2% | $2.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Assetmark, Inc | 10.62K | +46.1% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Wealthfront Advisers LLC | 9.89K | +38.9% | $1.93M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 8.39K | +257.8% | $1.64M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 44 | Citigroup Inc | 7.79K | +39.3% | $1.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Hrt Financial Lp | 7.75K | Nieuw | $1.52M | 0.0% | New | 1 | SEC ↗ |
| 46 | Northern Trust Corp | 6.66K | -13.6% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Neuberger Berman Group LLC | 4.90K | +7.9% | $959,340 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 48 | D. E. Shaw & Co. ✦ | 4.49K | Nieuw | $878,632 | 0.0% | New | 1 | SEC ↗ |
| 49 | Susquehanna International Group, Llp | 3.50K | Nieuw | $684,272 | 0.0% | New | 1 | SEC ↗ |
| 50 | Us Bancorp \De\ | 2.87K | -0.3% | $561,353 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 51 | Baird Financial Group, Inc. | 2.75K | +0.1% | $539,041 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 52 | First Manhattan Co. Llc. | 2.50K | -0.1% | $489,521 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 53 | Qube Research & Technologies Ltd | 2.50K | +161.5% | $489,325 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Fisher Asset Management ✦ | 1.82K | Nieuw | $355,837 | 0.0% | New | 1 | SEC ↗ |
| 55 | UBS AM, a distinct business unit of… | 1.56K | -84.7% | $305,926 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 56 | CIBC Bancorp USA Inc. | 1.39K | -8.2% | $272,260 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 57 | Franklin Resources Inc | 1.27K | 0.0% | $248,969 | 0.0% | Held | 3 | SEC ↗ |
| 58 | Bnp Paribas Financial Markets | 1.21K | +12.0% | $237,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Russell Investments Group, Ltd. | 442 | -41.8% | $86,552 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Kayne Anderson Rudnick Investment… | 244 | 0.0% | $47,790 | 0.0% | Held | 3 | SEC ↗ |
| 61 | National Bank Of Canada /Fi/ | 127 | -44.0% | $24,860 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Victory Capital Management Inc | 19 | Nieuw | $3,641 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| AQR Capital Management | $2.57M | 0.0% |
| Hrt Financial Lp | $1.52M | 0.0% |
| D. E. Shaw & Co. | $878,632 | 0.0% |
| Susquehanna International… | $684,272 | 0.0% |
| Fisher Asset Management | $355,837 | 0.0% |
| Victory Capital Management Inc | $3,641 | 0.0% |
Verlaten
| HighTower Advisors, LLC | $11.03M | was 0.0% |
| Renaissance Technologies | $1.15M | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 667 houders, 13.36M aandelen, $2.60B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Vaak gezamenlijk in bezit
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Herkomst: Eigendom op basis van geparseerde 13F common-stockposities (gevolgde universum, vergelijkbare sets voor wijzigingen); insider-rijen afkomstig van formulieren 3/4/5; belangen uit Schedules 13D/13G; elke indiening verwijst naar het origineel op SEC EDGAR.
Rapportageperiode: Q2 2026 ·
Methodologie ·
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