Запись по ценной бумаге · архивный квартал
VV
Vanguard Morningstar Large-Cap ETF · Financial Services · Asset Management
76Отслеживаемые держатели
+6Δ держателей
62.23MАкций в держании
$18.46BОтчётная стоимость
+9Новые позиции
−3Выходы
Моментум-факторы (сопоставимые управляющие):
широта держателей +8.6% ·
поток акций +5.4% ·
новые чистые позиции +7.9%
· формула
Широкое накопление: рост долей у всё большего числа держателей
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 |
|---|---|---|---|---|---|---|
| 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 · Q1 2026
| # | Управляющий | Акции | Δ акций | Стоимость | Их вес | Держится | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Jones Financial Companies Lllp | 18.66M | +4.6% | $5.44B | 2.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 2 | Creative Planning | 12.26M | +0.4% | $3.66B | 2.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | UBS Group AG | 4.05M | +83.5% | $1.21B | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 4 | Northwestern Mutual Wealth… | 2.84M | +2.9% | $849.22M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 5 | Bank Of America Corp /De/ | 2.69M | -3.5% | $803.78M | 0.1% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | Morgan Stanley ✦ | 2.69M | -1.2% | $803.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 7 | Pnc Financial Services Group, Inc. | 2.10M | -0.2% | $628.41M | 0.4% | ▼ Trim | 2 | SEC ↗ ×8 |
| 8 | Charles Schwab Investment… | 1.84M | -4.5% | $549.55M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 9 | Envestnet Asset Management Inc | 1.54M | +8.3% | $460.28M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 10 | Fidelity (FMR) ✦ | 1.53M | -0.8% | $458.15M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 1.44M | -0.8% | $429.93M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 12 | Ameriprise Financial Inc | 844.86K | +4.8% | $252.42M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 13 | Royal Bank Of Canada | 793.00K | -2.6% | $236.99M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 14 | Raymond James Financial Inc | 766.55K | +3.9% | $229.09M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 15 | LPL Financial LLC | 745.93K | -2.4% | $222.92M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 16 | Wealthfront Advisers LLC | 738.55K | +2.9% | $220.72M | 0.5% | ▲ Add | 2 | SEC ↗ |
| 17 | Mariner, LLC | 603.95K | +2.7% | $180.38M | 0.2% | ▲ Add | 2 | SEC ↗ ×4 |
| 18 | Focus Partners Wealth | 532.81K | +2.1% | $160.04M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 19 | UBS AM, a distinct business unit of… | 415.56K | +298.7% | $124.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Cetera Investment Advisers | 392.37K | -0.5% | $117.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 383.26K | -1.6% | $114.54M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 22 | Fifth Third Bancorp | 361.70K | +27.5% | $108.09M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 23 | Goldman Sachs Group ✦ | 348.37K | +3.1% | $104.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 24 | BlackRock ✦ (пассивный) | 318.32K | +76.1% | $95.13M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 25 | JPMorgan Chase ✦ | 316.01K | +6.5% | $91.73M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 26 | Mml Investors Services, Llc | 257.44K | -13.8% | $76.94M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 27 | Captrust Financial Advisors | 253.50K | +2.6% | $75.76M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 28 | Corient Private Wealth LP | 219.00K | -49.2% | $65.59M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 29 | Osaic Holdings, Inc. | 214.44K | -9.7% | $64.09M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 30 | Cerity Partners LLC | 212.32K | +1.8% | $63.45M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 31 | Lido Advisors, LLC | 194.30K | +2.1% | $58.07M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 32 | Mercer Global Advisors Inc /Adv | 144.99K | +10.4% | $43.33M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 33 | Wealth Enhancement Advisory… | 133.69K | -28.6% | $40.30M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 34 | Rockefeller Capital Management L.P. | 131.16K | +43.9% | $39.20M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 35 | Northern Trust Corp | 125.56K | -0.2% | $37.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 36 | Two Sigma Investments ✦ | 117.76K | Новый | $35.19M | 0.0% | New | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 117.04K | +0.4% | $34.98M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 38 | HighTower Advisors, LLC | 116.65K | +2.3% | $34.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Truist Financial Corp | 107.56K | +9.2% | $32.14M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 40 | AQR Capital Management ✦ | 106.84K | -13.2% | $31.93M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 41 | Alliancebernstein L.P. | 53.66K | -2.8% | $16.89M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Stifel Financial Corp | 49.91K | -3.8% | $14.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 43 | Baird Financial Group, Inc. | 48.87K | +2.5% | $14.60M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 44 | Us Bancorp \De\ | 48.45K | +29.2% | $14.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 45 | Assetmark, Inc | 44.19K | +82.9% | $13.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Financial Engines Advisors L.L.C. | 42.29K | -5.5% | $12.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 47 | Bank of New York Mellon Corp | 39.90K | -13.0% | $11.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 48 | Gotham Asset Management ✦ | 39.54K | 0.0% | $11.82M | 0.0% | Held | 5 | SEC ↗ |
| 49 | Brown Advisory Inc | 39.17K | +0.8% | $11.70M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 50 | Bank Of Montreal /Can/ | 27.89K | -1.9% | $8.34M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 51 | Susquehanna International Group, Llp | 17.97K | Новый | $5.37M | 0.0% | New | 1 | SEC ↗ |
| 52 | Citigroup Inc | 16.27K | +1.6% | $4.86M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 53 | TD Waterhouse Canada Inc. | 13.47K | -26.9% | $4.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 54 | Neuberger Berman Group LLC | 10.69K | +12.7% | $3.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Jane Street Group, Llc | 7.85K | Новый | $2.35M | 0.0% | New | 1 | SEC ↗ ×2 |
| 56 | Sei Investments Co | 7.31K | +2.8% | $2.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Cwm, Llc | 6.94K | -4.5% | $2.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Hrt Financial Lp | 6.46K | Новый | $1.93M | 0.0% | New | 1 | SEC ↗ |
| 59 | Franklin Resources Inc | 6.29K | -0.3% | $1.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 60 | First Trust Advisors Lp | 6.01K | 0.0% | $1.80M | 0.0% | Held | 2 | SEC ↗ |
| 61 | Blair William & Co/Il | 5.55K | -2.6% | $1.66M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 62 | CIBC Bancorp USA Inc. | 5.46K | n/a | $1.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 63 | Empower Advisory Group, LLC | 5.42K | -31.4% | $1.62M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Renaissance Technologies ✦ | 3.52K | -50.0% | $1.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 65 | Tudor Investment Corp Et Al | 2.83K | Новый | $844,849 | 0.0% | New | 1 | SEC ↗ |
| 66 | Grantham, Mayo, Van Otterloo & Co.… | 1.19K | Новый | $355,883 | 0.0% | New | 1 | SEC ↗ |
| 67 | Fisher Asset Management ✦ | 1.18K | +5.4% | $351,509 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 68 | Russell Investments Group, Ltd. | 1.17K | -54.8% | $350,969 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | First Manhattan Co. Llc. | 1.16K | -2.0% | $347,861 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 70 | GQG Partners LLC | 846 | -43.5% | $252,978 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Capital International Investors | 818 | -55.2% | $237,372 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Cibc World Market Inc. | 722 | Новый | $215,770 | 0.0% | New | 1 | SEC ↗ |
| 73 | Capital Research Global Investors | 740 | Новый | $214,792 | 0.0% | New | 1 | SEC ↗ |
| 74 | Kayne Anderson Rudnick Investment… | 275 | 0.0% | $82,181 | 0.0% | Held | 2 | SEC ↗ |
| 75 | Lazard Asset Management Llc | 112 | Новый | $19,312 | 0.0% | New | 1 | SEC ↗ |
| 76 | Bnp Paribas Financial Markets | 7 | -98.9% | $2,092 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Вес в портфеле» = доля позиции в заявленной стоимости акционерного капитала 13F данного управляющего: показатель убеждённости. ✦ = курируемый управляющий.
Новые покупатели
| Two Sigma Investments | $35.19M | 0.0% |
| Susquehanna International… | $5.37M | 0.0% |
| Jane Street Group, Llc | $2.35M | 0.0% |
| Hrt Financial Lp | $1.93M | 0.0% |
| Tudor Investment Corp Et Al | $844,849 | 0.0% |
| Grantham, Mayo, Van Otterloo… | $355,883 | 0.0% |
| Cibc World Market Inc. | $215,770 | 0.0% |
| Capital Research Global… | $214,792 | 0.0% |
| Lazard Asset Management Llc | $19,312 | 0.0% |
Закрыто
| National Bank Of Canada /Fi/ | $429,984 | составлял 0.0% |
| Qube Research & Technologies… | $236,415 | составлял 0.0% |
| Simplex Trading, Llc | $58,867 | 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: Q1 2026 ·
Методология ·
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