VBR VANGUARD INDEX FDS
SM CP VAL ETF
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 | 1,763 | 86,151,335 | $209.20亿 | 92 | 645 | 662 | 56 | $5.24亿 |
| 2026Q1 | 1,713 | 85,414,912 | $185.51亿 | 89 | 664 | 599 | 38 | -$7.50亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| ASSETMARK, INC | 加仓 | $1.93亿 |
| Savant Capital, LLC | 加仓 | $1.22亿 |
| Pathstone Holdings, LLC | 加仓 | $1.17亿 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $6,768.19万 |
| Everhart Financial Group, Inc. | 加仓 | $4,835.24万 |
| Cambridge Investment Research Advisors, Inc. | 加仓 | $4,319.92万 |
| Retirement Planning Group, LLC | 加仓 | $2,061.70万 |
| Thrivent Financial for Lutherans | 加仓 | $1,636.09万 |
| LPL Financial LLC | 加仓 | $1,526.92万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,233.99万 |
| MORGAN STANLEY | 加仓 | $1,141.67万 |
| OSAIC HOLDINGS, INC. | 加仓 | $1,093.32万 |
| Ellevest, Inc. | 新建仓 | $899.43万 |
| Cetera Investment Advisers | 加仓 | $895.08万 |
| Janney Montgomery Scott LLC | 加仓 | $821.81万 |
| Monument Group Wealth Advisors, LLC | 加仓 | $765.13万 |
| ELEVATUS WELATH MANAGEMENT | 加仓 | $751.31万 |
| STEPHENS INC /AR/ | 加仓 | $709.12万 |
| SEI INVESTMENTS CO | 加仓 | $701.49万 |
| Mosley Wealth Management | 加仓 | $664.11万 |
2026Q2 卖出最多
| Allworth Financial LP | 减仓 | -$3,873.43万 |
| Corient Private Wealth LP | 减仓 | -$3,139.60万 |
| Betterment LLC | 减仓 | -$2,531.08万 |
| Shakespeare Wealth Management, LLC | 清仓 | -$2,492.09万 |
| TRUIST FINANCIAL CORP | 减仓 | -$1,890.39万 |
| Willis Investment Counsel | 清仓 | -$1,821.18万 |
| Private Advisor Group, LLC | 减仓 | -$1,229.99万 |
| JPMORGAN CHASE & CO | 减仓 | -$1,224.21万 |
| SOA Wealth Advisors, LLC. | 减仓 | -$1,043.23万 |
| NATIXIS ADVISORS, LLC | 减仓 | -$1,040.75万 |
| FIRST TRUST ADVISORS LP | 减仓 | -$913.04万 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 减仓 | -$849.98万 |
| GFS Advisors, LLC | 减仓 | -$758.74万 |
| Vestmark Advisory Solutions, Inc. | 减仓 | -$719.89万 |
| Financial Advisory Corp | 减仓 | -$636.44万 |
| NBT BANK, N.A. | 减仓 | -$634.35万 |
| Checchi Capital Advisers, LLC | 减仓 | -$548.04万 |
| Strategies Wealth Advisors, LLC | 减仓 | -$540.68万 |
| Strategic Advisors LLC | 清仓 | -$499.81万 |
| Facet Wealth, Inc. | 减仓 | -$490.50万 |
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 13,679,532 | $33.24亿 | 0.21% | 278,538 | 加仓 |
| ASSETMARK, INC | 4,872,925 | $11.84亿 | 2.04% | 793,924 | 加仓 |
| MORGAN STANLEY | 3,863,641 | $9.39亿 | 0.05% | 46,984 | 加仓 |
| Betterment LLC | 2,812,964 | $6.84亿 | 1.16% | -104,164 | 减仓 |
| ASPIRIANT, LLC | 1,745,538 | $4.24亿 | 10.47% | 6,009 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,676,389 | $4.07亿 | 0.07% | -13,623 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,593,329 | $3.87亿 | 0.09% | -19,828 | 减仓 |
| LPL Financial LLC | 1,544,049 | $3.75亿 | 0.08% | 62,839 | 加仓 |
| SEI INVESTMENTS CO | 1,515,431 | $3.68亿 | 0.32% | 28,870 | 加仓 |
| UBS Group AG | 1,466,671 | $3.56亿 | 0.05% | -9,734 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,294,112 | $3.14亿 | 0.48% | 4,192 | 加仓 |
| Cetera Investment Advisers | 1,201,689 | $2.92亿 | 0.27% | 36,836 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 1,035,273 | $2.51亿 | 0.10% | 50,829 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,025,471 | $2.49亿 | 0.07% | 2,046 | 加仓 |
| OSAIC HOLDINGS, INC. | 854,208 | $2.08亿 | 0.24% | 44,950 | 加仓 |
| PNC Financial Services Group, Inc. | 844,489 | $2.05亿 | 0.10% | -1,820 | 减仓 |
| Focus Partners Wealth | 833,299 | $2.02亿 | 0.21% | 3,944 | 加仓 |
| CHOREO, LLC | 815,364 | $1.98亿 | 2.17% | -6,672 | 减仓 |
| Savant Capital, LLC | 794,000 | $1.88亿 | 0.55% | 515,966 | 加仓 |
| HighTower Advisors, LLC | 761,123 | $1.85亿 | 0.18% | -9,839 | 减仓 |
| JPMORGAN CHASE & CO | 702,244 | $1.71亿 | 0.01% | -50,381 | 减仓 |
| AMERIPRISE FINANCIAL INC | 675,077 | $1.64亿 | 0.03% | -311 | 减仓 |
| Allworth Financial LP | 658,265 | $1.60亿 | 0.68% | -159,407 | 减仓 |
| Pathstone Holdings, LLC | 639,128 | $1.55亿 | 0.45% | 481,972 | 加仓 |
| MATHER GROUP, LLC. | 626,525 | $1.52亿 | 1.33% | -2,974 | 减仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 617,562 | $1.50亿 | 0.52% | -34,980 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 550,938 | $1.34亿 | 0.17% | -12,197 | 减仓 |
| PARK AVENUE SECURITIES LLC | 538,661 | $1.31亿 | 0.82% | 21,126 | 加仓 |
| RWA WEALTH PARTNERS, LLC | 535,469 | $1.30亿 | 1.25% | 12,661 | 加仓 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 509,083 | $1.24亿 | 0.92% | 13,769 | 加仓 |
| ROYAL BANK OF CANADA | 485,216 | $1.18亿 | 0.02% | 2,699 | 加仓 |
| Mariner, LLC | 474,531 | $1.15亿 | 0.12% | 974 | 加仓 |
| Rockefeller Capital Management L.P. | 468,410 | $1.14亿 | 0.17% | 4,138 | 加仓 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 463,142 | $1.13亿 | 6.36% | 323 | 加仓 |
| Retirement Investment Advisors, Inc. | 398,418 | $9,632.95万 | 6.87% | 4,459 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 385,819 | $9,375.02万 | 0.05% | 6,026 | 加仓 |
| BANK OF MONTREAL /CAN/ | 382,947 | $9,305.22万 | 0.03% | 8,866 | 加仓 |
| Retirement Systems of Alabama | 382,480 | $9,293.88万 | 0.28% | 0 | 不变 |
| JMG Financial Group, Ltd. | 379,798 | $9,228.71万 | 2.23% | -12,412 | 减仓 |
| STIFEL FINANCIAL CORP | 367,336 | $8,926.43万 | 0.07% | -3,888 | 减仓 |
| Cambridge Investment Research Advisors, Inc. | 353,618 | $8,592.60万 | 0.10% | 177,781 | 加仓 |
| Creative Planning | 341,900 | $8,307.83万 | 0.05% | 26,800 | 加仓 |
| Modera Wealth Management, LLC | 331,750 | $8,061.19万 | 0.86% | -7,477 | 减仓 |
| Mokosak Advisory Group, LLC | 327,918 | $7,968.41万 | 17.26% | 3,424 | 加仓 |
| Cresset Asset Management, LLC | 324,328 | $7,880.84万 | 0.29% | 7,201 | 加仓 |
| Rodgers & Associates, LTD | 322,177 | $7,828.58万 | 7.11% | 4,826 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 317,453 | $7,683.94万 | 0.13% | -7,069 | 减仓 |
| SOA Wealth Advisors, LLC. | 312,605 | $7,595.99万 | 6.23% | -42,933 | 减仓 |
| STEPHENS INC /AR/ | 302,916 | $7,360.56万 | 0.82% | 29,183 | 加仓 |
| 1832 Asset Management L.P. | 297,518 | $7,229.39万 | 0.04% | 112 | 加仓 |
内部人交易（Form 4）
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