VCRM VANGUARD MUN BD FDS
CORE TAX EXEMPT
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 | 154 | 13,048,572 | $9.91亿 | 32 | 77 | 22 | 8 | $1.99亿 |
| 2026Q1 | 125 | 10,295,768 | $7.76亿 | 14 | 72 | 20 | 4 | $3.22亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q2 买入最多
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,946.90万 |
| Verum Partners LLC | 加仓 | $1,824.07万 |
| Topsail Wealth Management, LLC | 加仓 | $1,764.99万 |
| HBK Sorce Advisory LLC | 加仓 | $1,431.70万 |
| Alaethes Wealth, LLC | 新建仓 | $1,225.60万 |
| Tradewinds Capital Management, LLC | 新建仓 | $1,176.47万 |
| JANE STREET GROUP, LLC | 加仓 | $1,010.01万 |
| Mallini Complete Financial Planning LLC | 新建仓 | $1,006.77万 |
| TRUIST FINANCIAL CORP | 加仓 | $877.10万 |
| Penney Financial, LLC | 新建仓 | $866.71万 |
| JPMORGAN CHASE & CO | 加仓 | $637.41万 |
| Integrated Wealth Concepts LLC | 加仓 | $618.33万 |
| Timmons Wealth Management, LLC | 新建仓 | $477.49万 |
| Confluence Wealth Services, Inc. | 加仓 | $462.01万 |
| Mills Wealth Advisors LLC | 加仓 | $394.20万 |
| Keystone Financial Group, Inc. | 加仓 | $377.75万 |
| LPL Financial LLC | 加仓 | $334.04万 |
| Rialto Wealth Management, LLC | 新建仓 | $319.54万 |
| TD Capital Management LLC | 新建仓 | $289.56万 |
| TFO Wealth Partners, LLC | 加仓 | $248.34万 |
2026Q2 卖出最多
| Aprio Wealth Management, LLC | 减仓 | -$453.88万 |
| HighTower Advisors, LLC | 减仓 | -$329.50万 |
| Tower Research Capital LLC (TRC) | 重新持有 | -$281.66万 |
| Focus Partners Wealth | 减仓 | -$149.39万 |
| San Luis Wealth Advisors LLC | 减仓 | -$124.89万 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 减仓 | -$122.64万 |
| FLOW TRADERS U.S. LLC | 清仓 | -$66.00万 |
| Advyzon Investment Management, LLC | 减仓 | -$59.31万 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 减仓 | -$45.99万 |
| Gutierrez Wealth Advisory, LLC | 减仓 | -$38.99万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$38.97万 |
| Wilmington Savings Fund Society, FSB | 清仓 | -$38.16万 |
| SHUFRO ROSE & CO LLC | 清仓 | -$33.49万 |
| Creative Planning | 清仓 | -$30.10万 |
| Greenwich Wealth Management LLC | 减仓 | -$29.66万 |
| Wayfinding Financial, LLC | 清仓 | -$27.60万 |
| Swisher Financial Concepts, Inc. | 清仓 | -$24.87万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$13.48万 |
| Cypress Point Wealth Management, LLC | 减仓 | -$13.47万 |
| Bridgewealth Advisory Group, LLC | 减仓 | -$11.96万 |
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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 3,651,728 | $2.74亿 | 5.19% | 190,855 | 加仓 |
| Verum Partners LLC | 841,112 | $6,426.09万 | 9.61% | 238,753 | 加仓 |
| Topsail Wealth Management, LLC | 615,176 | $4,699.95万 | 6.00% | 231,019 | 加仓 |
| Karpus Management, Inc. | 613,630 | $4,688.13万 | 1.35% | 23,571 | 加仓 |
| Aprio Wealth Management, LLC | 571,707 | $4,367.84万 | 2.16% | -59,409 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 500,175 | $3,817.84万 | 0.02% | 255,063 | 加仓 |
| Mills Wealth Advisors LLC | 450,834 | $3,444.37万 | 10.85% | 51,597 | 加仓 |
| Confluence Wealth Services, Inc. | 329,907 | $2,520.49万 | 0.72% | 60,472 | 加仓 |
| Focus Partners Wealth | 288,155 | $2,201.51万 | 0.02% | -19,553 | 减仓 |
| Opus Capital Group, LLC | 248,789 | $1,900.70万 | 1.84% | -1,087 | 减仓 |
| San Luis Wealth Advisors LLC | 214,094 | $1,635.68万 | 2.46% | -16,347 | 减仓 |
| TRUIST FINANCIAL CORP | 207,390 | $1,584.46万 | 0.02% | 114,804 | 加仓 |
| Elite Life Management LLC | 193,761 | $1,453.50万 | 17.02% | 19,920 | 加仓 |
| MB, LEVIS & ASSOCIATES, LLC | 182,879 | $1,397.19万 | 5.15% | 1,002 | 加仓 |
| CGN Advisors LLC | 173,051 | $1,322.11万 | 0.97% | 772 | 加仓 |
| Alaethes Wealth, LLC | 160,419 | $1,225.60万 | 3.56% | 160,419 | 新建仓 |
| Tradewinds Capital Management, LLC | 153,988 | $1,176.47万 | 2.09% | 153,988 | 新建仓 |
| JANE STREET GROUP, LLC | 153,725 | $1,174.46万 | 0.00% | 132,200 | 加仓 |
| Mallini Complete Financial Planning LLC | 131,776 | $1,006.77万 | 7.18% | 131,776 | 新建仓 |
| Verus Financial Partners, Inc. | 118,924 | $908.58万 | 0.78% | 21,441 | 加仓 |
| TFO Wealth Partners, LLC | 115,064 | $879.09万 | 0.96% | 32,505 | 加仓 |
| Penney Financial, LLC | 113,444 | $866.71万 | 3.03% | 113,444 | 新建仓 |
| Keystone Financial Group, Inc. | 109,104 | $833.56万 | 4.37% | 49,443 | 加仓 |
| LPL Financial LLC | 99,595 | $760.91万 | 0.00% | 43,723 | 加仓 |
| Integrated Wealth Concepts LLC | 97,453 | $744.54万 | 0.04% | 80,934 | 加仓 |
| TAGStone Capital, Inc. | 95,674 | $730.95万 | 2.32% | -1,500 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 92,269 | $704.93万 | 0.00% | 3,316 | 加仓 |
| Physician Wealth Advisors, Inc. | 88,686 | $677.56万 | 0.81% | 1,461 | 加仓 |
| Tilson Financial Group, Inc. | 87,581 | $669.12万 | 1.84% | 13,810 | 加仓 |
| JPMORGAN CHASE & CO | 83,635 | $638.97万 | 0.00% | 83,431 | 加仓 |
| D'Orazio & Associates, Inc. | 76,991 | $588.21万 | 0.68% | 27,040 | 加仓 |
| Physician Wealth Solutions Inc. | 74,716 | $570.83万 | 2.16% | 3,621 | 加仓 |
| Blume Capital Management, Inc. | 74,350 | $568.03万 | 0.83% | 3,700 | 加仓 |
| EQ WEALTH ADVISORS, LLC | 65,564 | $500.91万 | 2.75% | 12,417 | 加仓 |
| HighTower Advisors, LLC | 65,361 | $499.36万 | 0.00% | -43,128 | 减仓 |
| Elequin Capital, LP | 64,144 | $490.06万 | 0.15% | 28,848 | 重新持有 |
| QUANTUM FINANCIAL PARTNERS LLC | 63,060 | $481.78万 | 2.46% | — | — |
| Timmons Wealth Management, LLC | 62,499 | $477.49万 | 3.49% | 62,499 | 新建仓 |
| Rehmann Capital Advisory Group | 60,033 | $458.62万 | 0.21% | 8,794 | 加仓 |
| Beaird Harris Wealth Management, LLC | 55,414 | $423.36万 | 0.27% | 29,177 | 加仓 |
| Kelman-Lazarov, Inc. | 55,199 | $421.72万 | 0.55% | 9,799 | 加仓 |
| S.A. Mason LLC | 52,780 | $403.24万 | 1.24% | 1,800 | 加仓 |
| Brio Consultants, LLC | 49,083 | $374.99万 | 0.44% | 10,108 | 加仓 |
| Gutierrez Wealth Advisory, LLC | 48,718 | $372.21万 | 2.15% | -5,104 | 减仓 |
| Balanced Rock Investment Advisors LLC | 48,515 | $370.65万 | 2.31% | 742 | 加仓 |
| NewEdge Advisors, LLC | 45,885 | $350.56万 | 0.01% | 8,773 | 加仓 |
| Rialto Wealth Management, LLC | 41,824 | $319.54万 | 0.63% | 41,824 | 新建仓 |
| HUB Investment Partners, LLC | 40,991 | $313.17万 | 0.06% | 12,902 | 加仓 |
| TD Capital Management LLC | 37,900 | $289.56万 | 0.24% | 37,900 | 新建仓 |
| Advyzon Investment Management, LLC | 37,896 | $289.53万 | 0.21% | -7,763 | 减仓 |
内部人交易（Form 4）
VCRM 董事、高管和大股东的最新买卖申报。专业版可看 🔒