证券记录 · 已归档季度
VTWV
名称等待档案录入
45被追踪持有人
+1Δ持有人
1.38M持有股份
$220.55M报告持仓市值
+1新建仓位
−0清仓
动量输入（同类管理人）：
持有人广度 +2.3% ·
股份流向 -0.7% ·
净新建仓位 +2.2%
— 公式
持股分散化 — 持有人增多，合计持仓比例缩小
所有持股数据：仅限已追踪的 13F 管理人，普通股持仓，报告期 Q4 2025
持股变化趋势
| 季度 | 持有人 | Δ | 股份 | 报告持仓市值 | 新增 | 清仓 |
|---|---|---|---|---|---|---|
| Q2 2026 | 46 | -2 | 1.58M | $309.13M | +1 | −4 |
| Q1 2026 | 50 | +5 | 1.52M | $254.86M | +6 | −1 |
| Q4 2025 | 45 | +1 | 1.38M | $220.55M | +1 | — |
| Q3 2025 | 7 | +1 | 272.85K | $42.53M | +2 | −1 |
| Q2 2025 | 3 | -1 | 44.78K | $6.23M | — | −1 |
| Q1 2025 | 2 | +1 | 44.66K | $5.94M | +1 | — |
| Q4 2024 | 1 | 0 | 24.20K | $3.50M | +1 | −1 |
| Q3 2024 | 1 | 0 | 6.95K | $1.02M | — | — |
| Q2 2024 | 1 | — | 4.74K | $635,492 | — | — |
持有人 · Q4 2025
| # | 管理人 | 股份 | Δ股份 | 价值 | 其权重 | 持有 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 389.57K | — | $62.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Morgan Stanley ✦ | 175.28K | +2.1% | $28.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 3 | LPL Financial LLC | 117.08K | — | $18.72M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Rockefeller Capital Management L.P. | 93.75K | — | $14.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 5 | Wells Fargo & Company/Mn | 82.48K | — | $13.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | Ameriprise Financial Inc | 77.35K | — | $12.35M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 7 | Osaic Holdings, Inc. | 59.45K | — | $9.51M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 8 | Raymond James Financial Inc | 40.11K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Cetera Investment Advisers | 33.61K | — | $5.38M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | UBS Group AG | 32.47K | — | $5.19M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Franklin Resources Inc | 24.83K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 12 | Goldman Sachs Group ✦ | 23.79K | +9.9% | $3.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (被动) | 23.04K | +24.4% | $3.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 22.07K | -53.5% | $3.53M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 15 | HighTower Advisors, LLC | 19.20K | — | $3.07M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Cibc World Market Inc. | 17.31K | — | $2.77M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Captrust Financial Advisors | 14.62K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Envestnet Asset Management Inc | 14.37K | — | $2.30M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Commonwealth Equity Services, Llc | 11.97K | — | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 10.64K | +5.9% | $1.70M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 9.88K | — | $1.58M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Baird Financial Group, Inc. | 9.55K | — | $1.53M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 23 | Financial Engines Advisors L.L.C. | 9.12K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Stifel Financial Corp | 8.11K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Northwestern Mutual Wealth… | 6.46K | — | $1.03M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 5.76K | 新增 | $920,877 | 0.0% | New | 1 | SEC ↗ |
| 27 | Lido Advisors, LLC | 5.18K | — | $823,315 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mariner, LLC | 4.96K | — | $793,616 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Wealth Enhancement Advisory… | 4.58K | — | $759,389 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Bank Of Montreal /Can/ | 4.24K | — | $678,743 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 31 | Corient Private Wealth LP | 4.01K | — | $640,680 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 32 | Mml Investors Services, Llc | 3.46K | — | $553,232 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Truist Financial Corp | 3.09K | — | $494,112 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Neuberger Berman Group LLC | 2.85K | — | $455,161 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Jones Financial Companies Lllp | 2.56K | — | $410,053 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Quantinno Capital Management LP | 2.20K | — | $352,383 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | AQR Capital Management ✦ | 2.14K | -17.1% | $342,730 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Jane Street Group, Llc | 1.83K | — | $292,992 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Bank of New York Mellon Corp | 1.73K | — | $276,446 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Focus Partners Wealth | 1.29K | — | $205,785 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Fidelity (FMR) ✦ | 1.02K | +9.0% | $163,875 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Cwm, Llc | 822 | — | $131,000 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | UBS AM, a distinct business unit of… | 645 | — | $103,155 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | National Bank Of Canada /Fi/ | 540 | — | $86,243 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 42 | — | $6,717 | 0.0% | n/c | 1 | SEC ↗ |
"持仓权重"= 该持仓占该管理人已申报13F股权价值的比例——即信念度衡量指标。✦ = 精选管理人。
新增买入方
| Citadel Advisors | $920,877 | 0.0% |
已清仓
| 本季度无被追踪的退出仓位。 |
全市场背景: 涵盖所有13F申报机构（SEC结构化数据， Q1 2026): 191 持有人, 3.10M 股份, $511.39M 已申报. 这是与上方被追踪全域数据不同的较早期间，两者从不混用。
常见共同持仓
该证券的被追踪持有人最常同时持有的其他证券——基于共同持有计数，而非基本面关联。
数据来源: 持股数据来源于已解析的13F普通股持仓（被追踪范围，变动对比集）；内部人行为来自Form 3/4/5；重大持股来自Schedule 13D/13G；所有文件均链接至SEC EDGAR原始申报。
报告期: Q4 2025 ·
方法论 ·
通过API获取此数据