Vannoy Advisory Group, Inc.
Nilai portofolio QoQ: +12.0% 13F tidak mengungkapkan kas
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 0,52% Perkiraan pembelian $4.135.080 · penjualan $875.942
Kepemilikan median: 6,0 kuartal Dilacak Q1 2025–Q2 2026 · 93,8% masih dipegang
Rincian sektor
Portofolio lengkap 30 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| DFAC | $53.226.506 | 30,08% | 1.199.876 | $7.436.863 | Naik ×3 | ||
| DFIC | $23.160.939 | 13,09% | 621.603 | $1.192.318 | Naik ×1 | ||
| BND | $20.377.987 | 11,52% | 277.591 | $1.922.741 | Naik ×5 | ||
| DFEM | $12.614.555 | 7,13% | 310.398 | $1.593.046 | Turun ×5 | ||
| VTI | $9.879.126 | 5,58% | 26.697 | $1.265.873 | Turun ×5 | ||
| AVUS | $8.983.787 | 5,08% | 70.142 | $1.185.399 | |||
| DFAR | $7.392.928 | 4,18% | 282.604 | $715.708 | Naik ×6 | ||
| VTEB | $6.042.514 | 3,42% | 119.464 | $674.874 | Naik ×4 | ||
| DFUV | $5.501.275 | 3,11% | 100.005 | $645.341 | Turun ×2 | ||
| MUB | $5.185.239 | 2,93% | 48.181 | $110.526 | Naik ×1 | ||
| AVLV | $3.291.052 | 1,86% | 36.082 | $274.533 | Turun ×3 | ||
| DFSV | $3.184.686 | 1,80% | 82.101 | $243.198 | Turun ×2 | ||
| DISV | $3.126.143 | 1,77% | 77.900 | $-10.690 | Turun ×5 | ||
| DFLV | $2.689.469 | 1,52% | 68.019 | $139.955 | Turun ×4 | ||
| DFAX | $1.877.628 | 1,06% | 50.967 | $124.668 | Turun ×2 | ||
| AGG | $1.720.470 | 0,97% | 17.382 | $-5.736 | Turun ×1 | ||
| AVEM | $1.407.789 | 0,80% | 14.590 | $232.127 | |||
| DFAT | $1.278.611 | 0,72% | 18.292 | $133.778 | Turun ×2 | ||
| IJR | $1.182.002 | 0,67% | 7.970 | $191.275 | |||
| VBR | $1.008.818 | 0,57% | 4.152 | $91.415 | Turun ×6 | ||
| SPY | $575.760 | 0,33% | 771 | $74.348 | |||
| VYM | $490.051 | 0,28% | 3.101 | $30.793 | |||
| GOOGL | $471.728 | 0,27% | 1.320 | $92.149 | |||
| VNQ | $451.317 | 0,26% | 4.680 | $36.179 | |||
| AAPL | $440.667 | 0,25% | 1.523 | $51.885 | Turun ×1 | ||
| GOOG | $345.910 | 0,20% | 979 | $65.074 | |||
| SCZ | $336.143 | 0,19% | 4.086 | $-3.125 | Turun ×3 | ||
| IVV | $251.627 | 0,14% | 336 | $32.148 | |||
| QQQ | $217.974 | 0,12% | 296 | Naik ×1 | |||
| MU | $210.081 | 0,12% | 182 | Naik ×1 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DFAC | Beli lebih banyak | +22K | +$7.4M |
| BND | Beli lebih banyak | +27K | +$1.9M |
| DFEM | Dipangkas | -9K | +$1.6M |
| VTI | Dipangkas | -151 | +$1.3M |
| DFIC | Beli lebih banyak | +3K | +$1.2M |
| AVUS | Hanya pergerakan harga | +0 | +$1.2M |
| DFAR | Beli lebih banyak | +269 | +$716K |
| VTEB | Beli lebih banyak | +12K | +$675K |
| DFUV | Dipangkas | -200 | +$645K |
| AVLV | Dipangkas | -1K | +$275K |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.