Запись по ценной бумаге · архивный квартал
VTHR
Vanguard Russell 3000 ETF · Financial Services · Asset Management - Global
48Отслеживаемые держатели
0Δ держателей
2.74MАкций в держании
$787.89MОтчётная стоимость
+3Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие): широта держателей 0.0% · поток акций +14.7% · новые чистые позиции 0.0% — формула
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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 49 | +2 | 3.07M | $1.02B | +3 | −1 |
| Q1 2026 | 48 | 0 | 2.74M | $787.89M | +3 | −3 |
| Q4 2025 | 48 | +2 | 2.39M | $716.54M | +2 | — |
| Q3 2025 | 6 | -2 | 561.48K | $165.25M | — | −2 |
| Q2 2025 | 5 | +1 | 112.29K | $30.63M | +1 | — |
| Q1 2025 | 3 | 0 | 75.06K | $18.52M | — | — |
| Q4 2024 | 3 | +1 | 51.01K | $13.25M | +1 | — |
| Q3 2024 | 2 | -1 | 28.97K | $7.35M | — | −1 |
| Q2 2024 | 3 | — | 35.91K | $8.60M | — | — |
Кто держит · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Ameriprise Financial Inc | 610.69K | +10.5% | $175.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Ameriprise Financial Inc | 610.69K | +10.5% | $175.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | Ameriprise Financial Inc | 610.69K | +10.5% | $175.62M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 509.96K | +16.9% | $146.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 509.96K | +16.9% | $146.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 509.96K | +16.9% | $146.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Focus Partners Wealth | 231.94K | -2.3% | $66.72M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 8 | Goldman Sachs Group ✦ | 220.37K | +169.9% | $63.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | Goldman Sachs Group ✦ | 220.37K | +169.9% | $63.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 10 | Goldman Sachs Group ✦ | 220.37K | +169.9% | $63.37M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 11 | UBS Group AG | 195.85K | +319.5% | $56.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | UBS Group AG | 195.85K | +319.5% | $56.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Cerity Partners LLC | 100.85K | +8.3% | $29.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Cerity Partners LLC | 100.85K | +8.3% | $29.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 90.30K | -15.3% | $25.97M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 90.30K | -15.3% | $25.97M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 17 | Raymond James Financial Inc | 84.07K | -3.0% | $24.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Raymond James Financial Inc | 84.07K | -3.0% | $24.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Raymond James Financial Inc | 84.07K | -3.0% | $24.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 20 | LPL Financial LLC | 80.59K | -3.0% | $23.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 58.28K | -10.8% | $16.76M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Gotham Asset Management ✦ | 52.92K | +21.6% | $15.22M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 23 | Bank Of America Corp /De/ | 51.98K | -43.9% | $14.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Bank Of America Corp /De/ | 51.98K | -43.9% | $14.95M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Mariner, LLC | 47.36K | -35.7% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | Mariner, LLC | 47.36K | -35.7% | $13.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Envestnet Asset Management Inc | 46.05K | +85.6% | $13.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 38.76K | +28.4% | $11.14M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | JPMorgan Chase ✦ | 37.30K | +13.3% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | JPMorgan Chase ✦ | 37.30K | +13.3% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | JPMorgan Chase ✦ | 37.30K | +13.3% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | JPMorgan Chase ✦ | 37.30K | +13.3% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 33 | Cwm, Llc | 32.55K | -9.8% | $9.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Bank of New York Mellon Corp | 26.45K | -9.7% | $7.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 26.45K | -9.7% | $7.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Cetera Investment Advisers | 25.45K | +4.2% | $7.32M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Wealth Enhancement Advisory… | 23.13K | -20.5% | $6.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Rockefeller Capital Management L.P. | 22.19K | +45.0% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 22.19K | +45.0% | $6.38M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 19.18K | +108.3% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 19.18K | +108.3% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 19.18K | +108.3% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Royal Bank Of Canada | 19.18K | +108.3% | $5.52M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 44 | Stifel Financial Corp | 18.42K | -0.4% | $5.30M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Captrust Financial Advisors | 16.13K | +3.6% | $4.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Creative Planning | 14.75K | +274.3% | $4.24M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Wells Fargo & Company/Mn | 14.56K | +10.0% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Wells Fargo & Company/Mn | 14.56K | +10.0% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 49 | Commonwealth Equity Services, Llc | 14.54K | -4.9% | $4.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Lido Advisors, LLC | 12.13K | +5.9% | $3.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 51 | Financial Engines Advisors L.L.C. | 11.30K | -12.7% | $3.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Pnc Financial Services Group, Inc. | 10.05K | 0.0% | $2.89M | 0.0% | Held | 2 | SEC ↗ |
| 53 | Fidelity (FMR) ✦ | 4.67K | +7.6% | $1.34M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 54 | Us Bancorp \De\ | 2.68K | 0.0% | $770,987 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Us Bancorp \De\ | 2.68K | 0.0% | $770,987 | 0.0% | Held | 2 | SEC ↗ |
| 56 | Mercer Global Advisors Inc /Adv | 2.31K | +41.2% | $664,592 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | UBS AM, a distinct business unit of… | 2.29K | +2259.8% | $658,259 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Osaic Holdings, Inc. | 2.00K | -58.0% | $576,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | Osaic Holdings, Inc. | 2.00K | -58.0% | $576,734 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Truist Financial Corp | 1.94K | Новый | $557,032 | 0.0% | New | 1 | SEC ↗ |
| 61 | Marshall Wace ✦ | 1.68K | Новый | $483,117 | 0.0% | New | 1 | SEC ↗ |
| 62 | Marshall Wace ✦ | 1.68K | Новый | $483,117 | 0.0% | New | 1 | SEC ↗ |
| 63 | Northwestern Mutual Wealth… | 1.63K | +7.5% | $468,112 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | Allspring Global Investments… | 1.00K | 0.0% | $289,820 | 0.0% | Held | 2 | SEC ↗ |
| 65 | Susquehanna International Group, Llp | 700 | -97.0% | $201,302 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 66 | Jones Financial Companies Lllp | 516 | +0.2% | $144,848 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Blair William & Co/Il | 325 | 0.0% | $93,462 | 0.0% | Held | 2 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 253 | -3.1% | $72,756 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Qube Research & Technologies Ltd | 182 | -25.7% | $52,339 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | Bank Of Montreal /Can/ | 148 | +8.8% | $42,561 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | BlackRock ✦ (пассивный) | 75 | 0.0% | $21,696 | 0.0% | Held | 2 | SEC ↗ |
| 72 | Fifth Third Bancorp | 40 | Новый | $11,481 | 0.0% | New | 1 | SEC ↗ |
| 73 | Assetmark, Inc | 32 | -23.8% | $9,202 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Их вес» = доля позиции в совокупной стоимости акций по 13F данного управляющего — показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Truist Financial Corp | $557,032 | 0.0% |
| Marshall Wace | $483,117 | 0.0% |
| Marshall Wace | $483,117 | 0.0% |
| Fifth Third Bancorp | $11,481 | 0.0% |
Закрыто
| Citadel Advisors | $3.40M | составлял 0.0% |
| Hrt Financial Lp | $1.54M | составлял 0.0% |
| Franklin Resources Inc | $73,881 | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 230 держатели, 5.16M акции, $1.46B 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: Q1 2026 ·
Методология ·
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