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 🔒 | ||||||||
2026Q1 买入最多
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $5,776.03万 |
| OSAIC HOLDINGS, INC. | 加仓 | $4,354.46万 |
| Discipline Wealth Solutions, LLC | 加仓 | $3,265.85万 |
| FIFTH THIRD BANCORP | 加仓 | $3,018.27万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $2,962.08万 |
| ASPIRIANT, LLC | 加仓 | $2,581.39万 |
| UBS Group AG | 加仓 | $1,852.14万 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 加仓 | $1,773.15万 |
| OpenArc Corporate Advisory, LLC | 加仓 | $1,291.86万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $1,171.03万 |
| Arax Advisory Partners | 加仓 | $1,089.75万 |
| PARK AVENUE SECURITIES LLC | 重新持有 | $991.68万 |
| MORGAN STANLEY | 加仓 | $952.06万 |
| LPL Financial LLC | 加仓 | $923.20万 |
| HARBOUR INVESTMENTS, INC. | 加仓 | $844.14万 |
| FIRST TRUST ADVISORS LP | 加仓 | $838.17万 |
| Cetera Investment Advisers | 加仓 | $686.66万 |
| NBT BANK, N.A. | 加仓 | $657.09万 |
| GFS Advisors, LLC | 加仓 | $651.51万 |
| Portside Wealth Group, LLC | 新建仓 | $647.49万 |
2026Q1 卖出最多
| BANK OF AMERICA CORP /DE/ | 减仓 | -$5.64亿 |
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$1.51亿 |
| Align Financial, LLC | 减仓 | -$9,943.46万 |
| Corient Private Wealth LP | 减仓 | -$7,656.72万 |
| ASSETMARK, INC | 减仓 | -$6,526.89万 |
| Efficient Advisors, LLC | 减仓 | -$3,694.40万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$2,853.78万 |
| SHUFRO ROSE & CO LLC | 减仓 | -$2,512.11万 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$2,256.53万 |
| Betterment LLC | 减仓 | -$2,227.64万 |
| Empowered Funds, LLC | 重新持有 | -$1,918.75万 |
| QUEST INVESTMENT MANAGEMENT LLC | 清仓 | -$1,573.56万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$1,145.91万 |
| FIDUCIENT ADVISORS LLC | 减仓 | -$1,026.03万 |
| Bishop & Co Investment Management, LLC | 减仓 | -$993.09万 |
| Private Advisor Group, LLC | 减仓 | -$962.46万 |
| HighTower Advisors, LLC | 减仓 | -$890.16万 |
| BRANDES INVESTMENT PARTNERS, LP | 减仓 | -$885.99万 |
| Equitable Holdings, Inc. | 减仓 | -$875.90万 |
| AMERIPRISE FINANCIAL INC | 减仓 | -$824.25万 |
2026Q1 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/ | 13,400,994 | $29.11亿 | 0.21% | -2,598,354 | 减仓 |
| ASSETMARK, INC | 4,079,001 | $8.86亿 | 1.81% | -300,432 | 减仓 |
| MORGAN STANLEY | 3,816,657 | $8.29亿 | 0.05% | 43,823 | 加仓 |
| Betterment LLC | 2,917,128 | $6.34亿 | 1.20% | -102,538 | 减仓 |
| ASPIRIANT, LLC | 1,739,529 | $3.78亿 | 10.76% | 118,821 | 加仓 |
| WELLS FARGO & COMPANY/MN | 1,690,012 | $3.67亿 | 0.07% | -20,374 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 1,613,157 | $3.50亿 | 0.09% | 265,870 | 加仓 |
| SEI INVESTMENTS CO | 1,486,561 | $3.23亿 | 0.30% | -6,236 | 减仓 |
| LPL Financial LLC | 1,481,210 | $3.22亿 | 0.09% | 42,495 | 加仓 |
| UBS Group AG | 1,476,405 | $3.21亿 | 0.05% | 85,254 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 1,289,920 | $2.80亿 | 0.49% | 53,907 | 加仓 |
| Cetera Investment Advisers | 1,164,853 | $2.53亿 | 0.27% | 31,607 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 1,023,425 | $2.22亿 | 0.07% | -31,127 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 984,444 | $2.10亿 | 0.10% | 138,935 | 加仓 |
| PNC Financial Services Group, Inc. | 846,309 | $1.84亿 | 0.11% | 21,114 | 加仓 |
| Focus Partners Wealth | 829,355 | $1.80亿 | 0.20% | -20,179 | 减仓 |
| CHOREO, LLC | 822,036 | $1.79亿 | 2.18% | 21,991 | 加仓 |
| Allworth Financial LP | 817,672 | $1.78亿 | 0.72% | -5,272 | 减仓 |
| OSAIC HOLDINGS, INC. | 809,258 | $1.76亿 | 0.26% | 200,249 | 加仓 |
| HighTower Advisors, LLC | 770,962 | $1.67亿 | 0.18% | -40,973 | 减仓 |
| JPMORGAN CHASE & CO | 752,625 | $1.60亿 | 0.01% | 4,280 | 加仓 |
| AMERIPRISE FINANCIAL INC | 675,388 | $1.47亿 | 0.03% | -37,916 | 减仓 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 652,542 | $1.42亿 | 0.55% | — | — |
| MATHER GROUP, LLC. | 629,499 | $1.37亿 | 1.36% | -5,483 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 563,135 | $1.22亿 | 0.17% | -22,779 | 减仓 |
| RWA WEALTH PARTNERS, LLC | 522,808 | $1.14亿 | 1.24% | 26,084 | 加仓 |
| PARK AVENUE SECURITIES LLC | 517,535 | $1.12亿 | 0.88% | 45,647 | 重新持有 |
| MONETA GROUP INVESTMENT ADVISORS LLC | 495,314 | $1.08亿 | 0.65% | 26,614 | 加仓 |
| Mill Creek Capital Advisors, LLC | 488,482 | $1.06亿 | 2.18% | 5,249 | 加仓 |
| ROYAL BANK OF CANADA | 482,517 | $1.05亿 | 0.02% | -3,628 | 减仓 |
| Mariner, LLC | 473,557 | $1.03亿 | 0.12% | 2,274 | 加仓 |
| Rockefeller Capital Management L.P. | 464,272 | $1.01亿 | 0.18% | -10,560 | 减仓 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | 462,819 | $1.01亿 | 6.41% | 81,618 | 加仓 |
| Efficient Advisors, LLC | 397,932 | $8,645.06万 | 6.14% | -170,053 | 减仓 |
| JMG Financial Group, Ltd. | 392,210 | $8,520.77万 | 2.35% | 4,125 | 加仓 |
| Retirement Investment Advisors, Inc. | 393,959 | $8,343.66万 | 6.72% | 244 | 加仓 |
| Retirement Systems of Alabama | 382,480 | $8,309.38万 | 0.28% | 0 | 不变 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 379,793 | $8,251.01万 | 0.05% | 13,013 | 加仓 |
| BANK OF MONTREAL /CAN/ | 374,081 | $8,126.91万 | 0.03% | 24,578 | 加仓 |
| STIFEL FINANCIAL CORP | 371,224 | $8,065.38万 | 0.07% | 13,571 | 加仓 |
| SOA Wealth Advisors, LLC. | 355,538 | $7,724.06万 | 8.60% | 111 | 加仓 |
| Modera Wealth Management, LLC | 339,227 | $7,369.70万 | 0.88% | -8,142 | 减仓 |
| Corient Private Wealth LP | 339,841 | $7,348.44万 | 0.11% | -354,098 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 324,522 | $7,093.39万 | 0.14% | -130,560 | 减仓 |
| Mokosak Advisory Group, LLC | 324,494 | $7,050.88万 | 17.65% | 1,076 | 加仓 |
| Rodgers & Associates, LTD | 317,351 | $6,894.44万 | 7.02% | -1,717 | 减仓 |
| Cresset Asset Management, LLC | 317,127 | $6,889.59万 | 0.30% | 9,058 | 加仓 |
| Creative Planning | 315,100 | $6,845.56万 | 0.05% | 3,051 | 加仓 |
| 1832 Asset Management L.P. | 297,406 | $6,461.15万 | 0.06% | -4,160 | 减仓 |
| Bragg Financial Advisors, Inc | 296,360 | $6,438.41万 | 2.04% | 1,076 | 加仓 |
内部人交易（Form 4）
VBR 董事、高管和大股东的最新买卖申报。专业版可看 🔒