Grundlæggende statistik
| Institutionelle ejere | 93 total, 93 long only, 0 short only, 0 long/short - change of 4,44% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2477 % - change of -27,47% MRQ |
| Institutionelle aktier (lange) | 1.111.759 (ex 13D/G) - change of -0,07MM shares -5,68% MRQ |
| Institutionel værdi (lang) | $ 163.500 USD ($1000) |
Institutionelt ejerskab og aktionærer
Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF (US:VFQY) har 93 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,111,759 aktier. Største aktionærer omfatter Armbruster Capital Management, Inc., Foundations Investment Advisors, LLC, Pure Financial Advisors, Inc., Colony Group, LLC, Cedar Point Capital Partners, LLC, Genesis Wealth Advisors, LLC, Hobart Private Capital, LLC, Advisor Group Holdings, Inc., LPL Financial LLC, and Professional Financial Advisors, LLC .
Vanguard Wellington Fund - Vanguard U.S. Quality Factor ETF (BATS:VFQY) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 154,01 / share. Previously, on March 10, 2025, the share price was 135,93 / share. This represents an increase of 13,30% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Interactive Financial Advisors | 7.696 | -3,61 | 1.181 | -1,99 | ||||
| 2026-01-26 | 13F | JNBA Financial Advisors | 215 | 0,47 | 33 | 3,13 | ||||
| 2026-01-28 | 13F | Kingswood Wealth Advisors, Llc | 2.000 | 0,00 | 307 | 1,66 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 5.311 | 815 | ||||||
| 2025-11-12 | 13F | Stifel Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 39.878 | 3,88 | 6.123 | 5,77 | ||||
| 2026-01-16 | 13F | Melfa Wealth Management, Llc | 1.593 | 1,21 | 244 | 2,95 | ||||
| 2026-01-15 | 13F | Royal Fund Management, LLC | 15.389 | 25,97 | 2.368 | 28,07 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 1.333 | -41,92 | 204 | -41,04 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 1.607 | -7,75 | 247 | -6,11 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 170 | 26 | ||||||
| 2026-02-06 | 13F | Blackston Financial Advisory Group, LLC | 1.448 | 0,14 | 222 | 1,83 | ||||
| 2026-02-10 | 13F | Tidemark, LLC | 278 | 0,00 | 43 | 2,44 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.000 | 66,67 | 153 | 70,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 1.790 | -29,47 | 275 | -28,27 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 574 | 88 | ||||||
| 2026-02-26 | 13F | TD Capital Management LLC | 36 | 0,00 | 5 | 0,00 | ||||
| 2026-01-12 | 13F | Salem Investment Counselors Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 1.761 | 0,34 | 270 | 2,27 | ||||
| 2026-02-04 | 13F | Pure Financial Advisors, Inc. | 117.076 | 2,77 | 17.961 | 4,54 | ||||
| 2026-01-14 | 13F | Kraft, Davis & Associates, LLC | 3.434 | -1,86 | 542 | 2,26 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 3.683 | 0,11 | 565 | 1,81 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 129.734 | 2,75 | 19.902 | 4,52 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 4.077 | -24,61 | 625 | |||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 1.473 | 226 | ||||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 67 | -42,74 | 10 | -41,18 | ||||
| 2026-02-13 | 13F | Genesis Wealth Advisors, LLC | 57.030 | 2,10 | 8.749 | 3,85 | ||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-16 | 13F | First Community Trust Na | 450 | 0,00 | 69 | 2,99 | ||||
| 2025-11-13 | 13F | Parallel Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Mather Group, Llc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 8.860 | -27,98 | 1.359 | -26,74 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 26 | -53,57 | 5 | -55,56 | ||||
| 2026-02-17 | 13F | Glenmede Trust Co Na | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 77.777 | -2,20 | 11.932 | -0,52 | ||||
| 2026-02-11 | 13F | Cedar Point Capital Partners, LLC | 67.138 | -2,64 | 10.300 | -0,97 | ||||
| 2026-01-28 | 13F | City State Bank | 100 | 0,00 | 15 | 0,00 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 274 | 0,00 | 42 | 2,44 | ||||
| 2026-01-06 | 13F | WealthCare Investment Partners, LLC | 2.548 | 24,66 | 392 | 27,27 | ||||
| 2026-01-06 | 13F | Tucker Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 27.663 | -0,45 | 4.244 | 1,26 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 4.063 | 6,36 | 1 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 438 | 67 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 2.965 | -0,17 | 455 | 1,56 | ||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 7.724 | -19,88 | 1.185 | -18,57 | ||||
| 2026-01-27 | 13F | Hobart Private Capital, LLC | 47.769 | -47,33 | 7.328 | -46,43 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 160 | 135,29 | 25 | 140,00 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.387 | 7,37 | 693 | 12,87 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 4.349 | 6,05 | 667 | 7,93 | ||||
| 2026-01-21 | 13F | Raleigh Capital Management Inc. | 129 | 0,00 | 20 | 0,00 | ||||
| 2026-02-17 | 13F | Creative Planning | 3.626 | -1,20 | 556 | 0,54 | ||||
| 2025-11-12 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Wealthspire Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Beacon Financial Planning, Inc | 19.040 | 0,76 | 2.921 | 2,46 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 3.311 | 15,05 | 508 | 16,82 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 4.970 | 0,00 | 762 | 1,74 | ||||
| 2026-01-13 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 186.040 | -0,77 | 28.540 | 0,93 | ||||
| 2026-01-05 | 13F | Coastline Trust Co | 14.386 | -0,46 | 2.207 | 1,24 | ||||
| 2026-02-04 | 13F | LRI Investments, LLC | 69 | -15,85 | 11 | -16,67 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 2.080 | -0,81 | 0 | |||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 3.822 | 586 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 14.140 | 22,89 | 2.169 | 25,01 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 245 | 0,00 | 0 | |||||
| 2025-11-12 | 13F | Total Clarity Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 3.622 | -8,67 | 556 | -7,19 | ||||
| 2026-02-18 | 13F | Caitlin John, LLC | 5.550 | 2,10 | 851 | 3,91 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 204 | 0,00 | 31 | 3,33 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 5.804 | 21,40 | 890 | 23,44 | ||||
| 2026-02-06 | 13F | Envestnet Portfolio Solutions, Inc. | 6.145 | 6,35 | 943 | 8,15 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 457 | 22,52 | 70 | 25,00 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 7.914 | 31,42 | 1.214 | 33,70 | ||||
| 2026-02-05 | 13F | Center for Financial Planning, Inc. | 900 | 0,00 | 138 | 2,22 | ||||
| 2026-01-22 | 13F | Quotient Wealth Partners, LLC | 1.343 | -0,81 | 206 | 0,98 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 7 | 1 | ||||||
| 2026-02-03 | 13F | RWM Asset Management, LLC | 3.129 | 0,00 | 496 | 5,10 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 20 | 3 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 3.400 | 0,00 | 522 | 1,76 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 1.380 | 0,00 | 212 | 1,44 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 736 | 0,14 | 113 | 1,82 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 42 | 0,00 | 6 | 0,00 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 5.533 | 164,61 | 849 | 169,21 | ||||
| 2026-01-21 | 13F | Capital Advisors, Ltd. LLC | 23.817 | 7,04 | 4 | 0,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 12.081 | -14,78 | 1.907 | -11,88 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 2.045 | 28,29 | 314 | 30,42 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 39.270 | 3,31 | 6.024 | 5,09 | ||||
| 2026-01-27 | 13F | Cannon Wealth Management Services, LLC | 26.534 | 493,20 | 4.071 | 503,86 | ||||
| 2026-02-02 | 13F | Horizon Investments, LLC | 132 | 20 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 580 | 0,00 | 89 | 1,15 | ||||
| 2026-02-11 | 13F | Arrowroot Family Office, LLC | 4.141 | -1,40 | 635 | 0,32 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 37 | 0,00 | 6 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.199 | 491 | ||||||
| 2026-01-29 | 13F | UBS Group AG | 756 | 0,00 | 116 | 0,88 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 12.191 | 0,32 | 1.870 | 2,07 | ||||
| 2026-01-20 | 13F | Signaturefd, Llc | 207 | 0,00 | 32 | 0,00 | ||||
| 2026-01-21 | 13F | Walkner Condon Financial Advisors LLC | 2.365 | 0,00 | 363 | 1,69 | ||||
| 2026-02-04 | 13F | Nwam Llc | 3.629 | -70,40 | 575 | -68,99 | ||||
| 2026-01-22 | 13F | Glass Jacobson Investment Advisors llc | 442 | 0,00 | 68 | 1,52 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 4.612 | 0,00 | 708 | 1,73 | ||||
| 2025-11-12 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1.330 | 201 | ||||||
| 2026-01-08 | 13F | GSG Advisors LLC | 4.283 | 0,33 | 657 | 1,86 | ||||
| 2026-02-17 | 13F | Fmr Llc | 0 | 0 | ||||||
| 2026-02-11 | 13F | M Holdings Securities, Inc. | 16.417 | 3 | ||||||
| 2026-02-23 | 13F | Beaird Harris Wealth Management, LLC | 302 | -20,11 | 46 | -17,86 |
