Запись по ценной бумаге · архивный квартал
VV
Vanguard Morningstar Large-Cap ETF · Financial Services · Asset Management
70Отслеживаемые держатели
-2Δ держателей
62.90MАкций в держании
$19.80BОтчётная стоимость
+0Новые позиции
−2Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей -2.8% ·
поток акций -0.4% ·
новые чистые позиции -2.9%
· формула
Широкое распределение: снижение долей и сокращение числа держателей
Все данные о владении: только отслеживаемые управляющие 13F, позиции по обыкновенным акциям, отчётный период Q4 2025
Динамика владения
| Квартал | Держатели | Δ | Акции | Отчётная стоимость | Новый | Выходы |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 150.07K | $53.27M | n/a | n/a |
| 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 |
Кто держит · Q4 2025
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 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 ✦ (пассивный) | 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 ✦ (пассивный) | 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 ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Новых отслеживаемых покупателей в этом квартале нет. |
Закрыто
| Wellington Management | $21.13M | составлял 0.0% |
| Two Sigma Investments | $17.83M | составлял 0.0% |
Контекст по всему рынку: по ВСЕМ фондам, подающим 13F (структурированные данные SEC, Q1 2026): 1,302 держатели, 106.38M акции, $31.44B 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 владельцы 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: Q4 2025 ·
Методология ·
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