증권 기록 · 과거 분기 (아카이브)
VV
Vanguard Morningstar Large-Cap ETF · Financial Services · Asset Management
70추적 보유자
-2Δ 보유자
62.90M보유 주식 수
$19.80B보고 가치
+0신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사):
보유자 폭 -2.8% ·
주식 흐름 -0.4% ·
순 신규 포지션 -2.9%
· 산식
광범위한 분산: 주식 수 감소 및 보유자 수 축소
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | 0 | 62.18M | $21.24B | +6 | −7 |
| Q1 2026 | 76 | +6 | 62.23M | $18.46B | +9 | −3 |
| Q4 2025 | 70 | -2 | 62.90M | $19.80B | n/a | −2 |
| Q3 2025 | 12 | +1 | 9.39M | $2.89B | +1 | n/a |
| Q2 2025 | 8 | 0 | 5.45M | $1.56B | +2 | −2 |
| Q1 2025 | 5 | 0 | 89.75K | $23.07M | +2 | −2 |
| Q4 2024 | 5 | +1 | 211.08K | $56.93M | +1 | n/a |
| Q3 2024 | 4 | +2 | 24.55K | $6.46M | +3 | −1 |
| Q2 2024 | 2 | n/a | 7.76K | $1.94M | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 17.84M | n/a | $5.62B | 3.4% | n/c | 1 | SEC ↗ ×2 |
| 2 | Creative Planning | 12.22M | n/a | $3.85B | 2.8% | n/c | 1 | SEC ↗ ×2 |
| 3 | The Vanguard Group ✦ (패시브) | 3.86M | +5.0% | $1.22B | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | Bank Of America Corp /De/ | 2.79M | n/a | $877.52M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 5 | Northwestern Mutual Wealth… | 2.76M | n/a | $869.21M | 0.6% | n/c | 1 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 2.72M | -3.9% | $856.69M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 7 | UBS Group AG | 2.21M | n/a | $694.48M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 8 | Pnc Financial Services Group, Inc. | 2.11M | n/a | $663.08M | 0.4% | n/c | 1 | SEC ↗ ×8 |
| 9 | Charles Schwab Investment… | 1.93M | n/a | $606.20M | 0.1% | n/c | 1 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1.55M | -0.7% | $486.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 1.45M | n/a | $456.56M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 12 | Envestnet Asset Management Inc | 1.42M | n/a | $447.49M | 0.1% | n/c | 1 | SEC ↗ |
| 13 | Royal Bank Of Canada | 814.24K | n/a | $256.32M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 14 | Ameriprise Financial Inc | 806.09K | n/a | $253.75M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 15 | LPL Financial LLC | 763.85K | n/a | $240.46M | 0.1% | n/c | 1 | SEC ↗ |
| 16 | Raymond James Financial Inc | 737.89K | n/a | $232.29M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 17 | Wealthfront Advisers LLC | 717.80K | n/a | $225.96M | 0.5% | n/c | 1 | SEC ↗ |
| 18 | Mariner, LLC | 588.30K | n/a | $185.20M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 19 | Focus Partners Wealth | 521.86K | n/a | $164.20M | 0.2% | n/c | 1 | SEC ↗ |
| 20 | Corient Private Wealth LP | 430.88K | n/a | $135.55M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 21 | Cetera Investment Advisers | 394.30K | n/a | $124.13M | 0.1% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 389.54K | n/a | $122.63M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 338.00K | -6.1% | $106.40M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 24 | Mml Investors Services, Llc | 298.56K | n/a | $93.99M | 0.2% | n/c | 1 | SEC ↗ |
| 25 | JPMorgan Chase ✦ | 296.72K | -52.9% | $93.41M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 26 | Fifth Third Bancorp | 283.60K | n/a | $89.28M | 0.3% | n/c | 1 | SEC ↗ |
| 27 | Captrust Financial Advisors | 247.16K | n/a | $77.81M | 0.1% | n/c | 1 | SEC ↗ |
| 28 | Osaic Holdings, Inc. | 237.34K | n/a | $74.73M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 29 | Cerity Partners LLC | 208.50K | n/a | $65.64M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 30 | Wealth Enhancement Advisory… | 187.27K | n/a | $59.79M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Lido Advisors, LLC | 190.22K | n/a | $59.74M | 0.2% | n/c | 1 | SEC ↗ |
| 32 | BlackRock ✦ (패시브) | 180.74K | +233.8% | $56.90M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 33 | Mercer Global Advisors Inc /Adv | 131.28K | n/a | $41.33M | 0.1% | n/c | 1 | SEC ↗ |
| 34 | Northern Trust Corp | 125.77K | n/a | $39.59M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | AQR Capital Management ✦ | 123.12K | +19.2% | $38.76M | 0.0% | ▲ Add | 6 | SEC ↗ ×3 |
| 36 | Quantinno Capital Management LP | 116.59K | n/a | $36.70M | 0.1% | n/c | 1 | SEC ↗ |
| 37 | HighTower Advisors, LLC | 114.01K | n/a | $35.89M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 104.23K | n/a | $32.81M | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Truist Financial Corp | 98.52K | n/a | $31.02M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 40 | Rockefeller Capital Management L.P. | 91.13K | n/a | $28.69M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 41 | Alliancebernstein L.P. | 55.23K | n/a | $17.39M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Stifel Financial Corp | 51.86K | n/a | $16.33M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 43 | Baird Financial Group, Inc. | 47.70K | n/a | $15.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 44 | Bank of New York Mellon Corp | 45.85K | n/a | $14.43M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 45 | Financial Engines Advisors L.L.C. | 44.74K | n/a | $14.09M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Gotham Asset Management ✦ | 39.54K | +12.3% | $12.45M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 47 | Brown Advisory Inc | 38.83K | n/a | $12.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 48 | Us Bancorp \De\ | 37.51K | n/a | $11.81M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 49 | Bank Of Montreal /Can/ | 28.45K | n/a | $8.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 50 | Assetmark, Inc | 24.16K | n/a | $7.60M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | TD Waterhouse Canada Inc. | 18.43K | n/a | $5.80M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Citigroup Inc | 16.02K | n/a | $5.04M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Neuberger Berman Group LLC | 9.49K | n/a | $2.99M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | Empower Advisory Group, LLC | 7.90K | n/a | $2.49M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Cwm, Llc | 7.27K | n/a | $2.29M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Sei Investments Co | 7.12K | n/a | $2.24M | 0.0% | n/c | 1 | SEC ↗ |
| 57 | Renaissance Technologies ✦ | 7.04K | -13.1% | $2.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Franklin Resources Inc | 6.31K | n/a | $1.99M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 59 | First Trust Advisors Lp | 6.01K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Blair William & Co/Il | 5.70K | n/a | $1.79M | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 2.60K | n/a | $818,168 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | Capital International Investors | 1.83K | n/a | $579,791 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | GQG Partners LLC | 1.50K | n/a | $471,182 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | National Bank Of Canada /Fi/ | 1.37K | n/a | $429,984 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | First Manhattan Co. Llc. | 1.19K | n/a | $373,982 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Fisher Asset Management ✦ | 1.12K | +45.3% | $351,610 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 67 | Qube Research & Technologies Ltd | 751 | n/a | $236,415 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Bnp Paribas Financial Markets | 641 | n/a | $201,787 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Kayne Anderson Rudnick Investment… | 275 | n/a | $86,556 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | Simplex Trading, Llc | 187 | n/a | $58,867 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| 이번 분기 신규 추적 매수자가 없습니다. |
청산됨
| Wellington Management | $21.13M | 이었음 0.0% |
| Two Sigma Investments | $17.83M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 1,302 보유 기관, 106.38M 주식, $31.44B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
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