IVOG VANGUARD ADMIRAL FDS INC
MIDCP 400 GRTH
26Q126Q2
26Q126Q2
历季机构持有情况
| 季度 | 持有机构 | 机构总持股 | 申报市值 | 新建仓 | 加仓 | 减仓 | 清仓 | 估算净买入 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 191 | 5,429,925 | $7.94亿 | 20 | 54 | 52 | 11 | $2,673.40万 |
| 2026Q1 | 179 | 5,229,828 | $6.54亿 | 13 | 54 | 40 | 8 | $2,381.14万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $1,074.17万 |
| BALANCED WEALTH GROUP LLC | 加仓 | $910.00万 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 加仓 | $623.97万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $576.89万 |
| LPL Financial LLC | 加仓 | $421.51万 |
| Savant Capital, LLC | 加仓 | $341.69万 |
| Gryphon Financial Partners LLC | 加仓 | $290.82万 |
| JPMORGAN CHASE & CO | 加仓 | $190.82万 |
| TWO SIGMA INVESTMENTS, LP | 新建仓 | $172.63万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $142.35万 |
| Baron Wealth Management LLC | 加仓 | $136.18万 |
| MML INVESTORS SERVICES, LLC | 加仓 | $130.81万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $126.94万 |
| MidFirst Bank | 加仓 | $108.64万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $73.11万 |
| Altura Wealth Advisors Inc. | 加仓 | $70.93万 |
| PEAPACK GLADSTONE FINANCIAL CORP | 加仓 | $56.33万 |
| EP Wealth Advisors, LLC | 新建仓 | $55.36万 |
| Pinnacle Financial Partners, Inc. | 新建仓 | $53.11万 |
| RAYMOND JAMES FINANCIAL INC | 加仓 | $52.05万 |
2026Q2 卖出最多
| AMERIPRISE FINANCIAL INC | 减仓 | -$819.72万 |
| Kingsview Wealth Management, LLC | 减仓 | -$750.21万 |
| Kestra Advisory Services, LLC | 减仓 | -$447.16万 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 减仓 | -$437.57万 |
| LJI Wealth Management, LLC | 减仓 | -$311.06万 |
| UBS Group AG | 减仓 | -$119.78万 |
| CITADEL ADVISORS LLC | 减仓 | -$89.20万 |
| Ethos Financial Group, LLC | 清仓 | -$85.56万 |
| Corient Private Wealth LP | 减仓 | -$63.20万 |
| Mariner, LLC | 减仓 | -$56.22万 |
| Equitable Holdings, Inc. | 减仓 | -$46.90万 |
| Baird Financial Group, Inc. | 减仓 | -$37.66万 |
| Creative Planning | 减仓 | -$36.22万 |
| Allworth Financial LP | 减仓 | -$29.22万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$27.29万 |
| SageView Advisory Group, LLC | 减仓 | -$25.54万 |
| MidAtlantic Capital Management, Inc. | 清仓 | -$22.92万 |
| TRUSTMARK BANK TRUST DEPARTMENT | 清仓 | -$21.26万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$21.11万 |
| Drucker Wealth 3.0, LLC | 减仓 | -$20.48万 |
2026Q2 最大持有机构
导出全部持有机构 CSV 🔒| 机构 | 持股 | 市值 | 占该机构组合 | 变动股数 | 操作 |
|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | 1,271,271 | $1.86亿 | 1.39% | -29,909 | 减仓 |
| Mariner, LLC | 631,787 | $9,243.04万 | 0.10% | -3,843 | 减仓 |
| MORGAN STANLEY | 317,517 | $4,645.30万 | 0.00% | 73,422 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 258,164 | $3,776.93万 | 0.28% | 42,650 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 228,433 | $3,341.98万 | 0.01% | 3,558 | 加仓 |
| AMERIPRISE FINANCIAL INC | 183,176 | $2,679.86万 | 0.01% | -56,030 | 减仓 |
| Gryphon Financial Partners LLC | 159,508 | $2,333.60万 | 2.06% | 19,878 | 加仓 |
| LPL Financial LLC | 157,225 | $2,300.21万 | 0.01% | 28,811 | 加仓 |
| Stordahl Capital Management, Inc. | 146,074 | $2,137.07万 | 3.91% | 650 | 加仓 |
| UBS Group AG | 116,061 | $1,697.97万 | 0.00% | -8,187 | 减仓 |
| LJI Wealth Management, LLC | 100,227 | $1,466.32万 | 2.05% | -21,262 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 92,961 | $1,360.02万 | 0.00% | 1,292 | 加仓 |
| Cetera Investment Advisers | 86,814 | $1,270.09万 | 0.01% | 1,764 | 加仓 |
| WELLS FARGO & COMPANY/MN | 84,284 | $1,233.08万 | 0.00% | 39,432 | 加仓 |
| PEAPACK GLADSTONE FINANCIAL CORP | 81,167 | $1,187.50万 | 0.14% | 3,850 | 加仓 |
| Baird Financial Group, Inc. | 67,618 | $989.25万 | 0.01% | -2,574 | 减仓 |
| BALANCED WEALTH GROUP LLC | 66,125 | $967.41万 | 3.06% | 62,201 | 加仓 |
| Baron Wealth Management LLC | 59,722 | $873.73万 | 2.27% | 9,308 | 加仓 |
| Composition Wealth, LLC | 56,099 | $820.73万 | 0.10% | -82 | 减仓 |
| JPMORGAN CHASE & CO | 51,352 | $740.66万 | 0.00% | 13,230 | 加仓 |
| HARBOUR INVESTMENTS, INC. | 49,785 | $728.36万 | 0.10% | 2,030 | 加仓 |
| Savant Capital, LLC | 50,262 | $682.00万 | 0.02% | 25,182 | 加仓 |
| Altura Wealth Advisors Inc. | 44,466 | $650.54万 | 2.19% | 4,848 | 加仓 |
| MidFirst Bank | 37,998 | $555.91万 | 0.39% | 7,426 | 加仓 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | 37,208 | $544.35万 | 3.97% | 18 | 加仓 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | 35,410 | $518.05万 | 2.45% | -113 | 减仓 |
| Drucker Wealth 3.0, LLC | 35,241 | $515.57万 | 0.82% | -1,400 | 减仓 |
| RWA WEALTH PARTNERS, LLC | 33,909 | $496.08万 | 0.05% | -270 | 减仓 |
| KEYBANK NATIONAL ASSOCIATION/OH | 33,860 | $495.37万 | 0.02% | 904 | 加仓 |
| Kestra Advisory Services, LLC | 33,838 | $495.06万 | 0.02% | -30,564 | 减仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33,825 | $494.85万 | 0.00% | 332 | 加仓 |
| STIFEL FINANCIAL CORP | 31,625 | $462.67万 | 0.00% | 385 | 加仓 |
| Kingsview Wealth Management, LLC | 30,322 | $443.61万 | 0.05% | -51,279 | 减仓 |
| Allworth Financial LP | 30,243 | $442.45万 | 0.02% | -1,997 | 减仓 |
| FRANKLIN RESOURCES INC | 27,394 | $400.77万 | 0.00% | 0 | 不变 |
| ENVESTNET ASSET MANAGEMENT INC | 26,764 | $391.56万 | 0.00% | 9,730 | 加仓 |
| GOLDMAN SACHS GROUP INC | 26,451 | $386.98万 | 0.00% | -1,443 | 减仓 |
| MML INVESTORS SERVICES, LLC | 23,748 | $347.43万 | 0.01% | 8,941 | 加仓 |
| Mendel Capital Management LLC | 22,611 | $330.80万 | 1.49% | 290 | 加仓 |
| ROYAL BANK OF CANADA | 19,402 | $283.90万 | 0.00% | 6 | 加仓 |
| SageView Advisory Group, LLC | 18,546 | $271.33万 | 0.09% | -1,746 | 减仓 |
| Thrivent Financial for Lutherans | 17,575 | $257.10万 | 0.00% | -87 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 17,020 | $249.00万 | 0.00% | 8,677 | 加仓 |
| Private Advisor Group, LLC | 15,900 | $232.62万 | 0.01% | 219 | 加仓 |
| Goodman Financial Corp | 14,706 | $215.15万 | 0.33% | 238 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 14,305 | $205.36万 | 0.00% | 5,093 | 加仓 |
| Veratis Advisors, Inc. | 13,846 | $202.57万 | 1.43% | — | — |
| CARY STREET PARTNERS FINANCIAL LLC | 13,728 | $200.84万 | 0.04% | 0 | 不变 |
| CENTAURUS FINANCIAL, INC. | 13,481 | $197.20万 | 0.08% | 213 | 加仓 |
| CIBC WORLD MARKET INC. | 13,465 | $196.99万 | 0.00% | 63 | 加仓 |
内部人交易（Form 4）
IVOG 董事、高管和大股东的最新买卖申报。专业版可看 🔒