VTMX
naam in afwachting van profielverwerking
Momentum-inputs (vergelijkbare managers):
breedte van houders -10.3% ·
aandelenstroom -6.1% ·
netto nieuwe posities -11.5%
· formule
Brede distributie: dalende aandelen en minder houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q1 2026
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 27 | +1 | 4.57M | $156.85M | +3 | −2 |
| Q1 2026 | 26 | -3 | 4.59M | $152.93M | +2 | −5 |
| Q4 2025 | 29 | 0 | 4.89M | $149.01M | n/a | n/a |
| Q3 2025 | 8 | +1 | 4.78M | $135.23M | +1 | n/a |
| Q2 2025 | 4 | 0 | 5.19M | $142.07M | n/a | n/a |
| Q1 2025 | 2 | -3 | 1.74M | $39.78M | n/a | −3 |
| Q4 2024 | 5 | 0 | 1.80M | $46.18M | n/a | n/a |
| Q3 2024 | 5 | 0 | 2.18M | $58.65M | n/a | n/a |
| Q2 2024 | 5 | n/a | 1.88M | $56.26M | n/a | n/a |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wellington Management ✦ | 1.85M | -4.0% | $61.76M | 0.0% | ▼ Trim | 8 | SEC ↗ ×5 |
| 2 | Fidelity (FMR) ✦ | 1.54M | -5.3% | $51.28M | 0.0% | ▼ Trim | 4 | SEC ↗ ×3 |
| 3 | Lazard Asset Management Llc | 362.15K | +20.5% | $12.07M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Bank Of America Corp /De/ | 218.18K | -22.9% | $7.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | BlackRock ✦ (passief) | 157.26K | 0.0% | $5.24M | 0.0% | Held | 4 | SEC ↗ ×2 |
| 6 | UBS Group AG | 80.96K | -12.0% | $2.70M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 7 | Marshall Wace ✦ | 73.16K | -0.8% | $2.44M | 0.0% | ▼ Trim | 8 | SEC ↗ ×3 |
| 8 | Morgan Stanley ✦ | 66.88K | -41.4% | $2.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 9 | Capital International Investors | 62.55K | -1.6% | $2.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Mariner, LLC | 38.28K | +3.7% | $1.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Royal Bank Of Canada | 29.51K | -25.1% | $984,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 12 | Bnp Paribas Financial Markets | 19.89K | -4.2% | $663,199 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | Neuberger Berman Group LLC | 19.73K | -7.1% | $655,394 | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 14.27K | -31.0% | $475,795 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Sei Investments Co | 13.42K | -0.7% | $447,530 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Envestnet Asset Management Inc | 12.08K | +33.7% | $402,607 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 7.82K | Nieuw | $260,719 | 0.0% | New | 1 | SEC ↗ |
| 18 | Dimensional Fund Advisors Lp | 6.05K | Nieuw | $201,774 | 0.0% | New | 1 | SEC ↗ |
| 19 | DZ BANK AG Deutsche Zentral… | 4.42K | +18.8% | $147,192 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Citigroup Inc | 3.92K | -18.5% | $130,826 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Rockefeller Capital Management L.P. | 1.76K | -5.4% | $58,786 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Rhumbline Advisers | 1.29K | +0.3% | $42,940 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 1.22K | +32.9% | $40,574 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Jones Financial Companies Lllp | 845 | +5533.3% | $27,632 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 25 | Pnc Financial Services Group, Inc. | 815 | +21.6% | $27,169 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | JPMorgan Chase ✦ | 85 | +750.0% | $2,809 | 0.0% | ▲ Add | 3 | SEC ↗ |
"Hun weging" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die manager: de overtuigingsmaatstaf. ✦ = gecureerde manager.
Nieuwe kopers
| Citadel Advisors | $260,719 | 0.0% |
| Dimensional Fund Advisors Lp | $201,774 | 0.0% |
Verlaten
| Millennium Management | $1.24M | was 0.0% |
| Nuveen, LLC | $621,722 | was 0.0% |
| Jane Street Group, Llc | $336,244 | was 0.0% |
| Mirae Asset Global… | $50,826 | was 0.0% |
| Wells Fargo & Company/Mn | $854 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 62 houders, 5.65M aandelen, $187.66M gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect het vaakst nog meer bezitten: aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 6.22K aand · $21,642
Officer · 1.80K aand · $6,174
Director · 33.44K aand · $117,381
Officer · 6.15K aand · $21,601
Officer · 30.00K aand · $107,700
Officer · 30.00K aand · $107,400
Officer · 4.50K aand · $15,390
Officer · 5.00K aand · $17,450
Officer · 5.00K aand · $17,350
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie