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 🔒 | ||||||||
2026Q1 买入最多
| HBK Sorce Advisory LLC | 加仓 | $2.37亿 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $1,761.64万 |
| Focus Partners Wealth | 加仓 | $1,577.30万 |
| Elite Life Management LLC | 新建仓 | $1,316.50万 |
| Verum Partners LLC | 加仓 | $919.14万 |
| HighTower Advisors, LLC | 加仓 | $789.82万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $568.33万 |
| TRUIST FINANCIAL CORP | 加仓 | $511.10万 |
| Mills Wealth Advisors LLC | 加仓 | $464.25万 |
| Topsail Wealth Management, LLC | 加仓 | $430.63万 |
| TFO Wealth Partners, LLC | 加仓 | $397.00万 |
| Aprio Wealth Management, LLC | 加仓 | $391.93万 |
| Confluence Wealth Services, Inc. | 加仓 | $385.44万 |
| D'Orazio & Associates, Inc. | 加仓 | $289.97万 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 新建仓 | $286.21万 |
| Karpus Management, Inc. | 加仓 | $269.90万 |
| Keystone Financial Group, Inc. | 加仓 | $207.95万 |
| LPL Financial LLC | 加仓 | $203.19万 |
| Opus Capital Group, LLC | 加仓 | $199.94万 |
| Beaird Harris Wealth Management, LLC | 新建仓 | $197.17万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$1,838.99万 |
| JPMORGAN CHASE & CO | 减仓 | -$1,138.25万 |
| Waverly Advisors, LLC | 减仓 | -$428.28万 |
| Greenwich Wealth Management LLC | 减仓 | -$213.59万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$204.78万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 清仓 | -$154.33万 |
| SEVEN MILE ADVISORY | 清仓 | -$138.91万 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 减仓 | -$117.09万 |
| Blume Capital Management, Inc. | 减仓 | -$100.44万 |
| AWM CAPITAL, LLC | 减仓 | -$84.57万 |
| OLD MISSION CAPITAL LLC | 减仓 | -$79.35万 |
| San Luis Wealth Advisors LLC | 减仓 | -$64.73万 |
| TAGStone Capital, Inc. | 减仓 | -$50.00万 |
| Physician Wealth Solutions Inc. | 减仓 | -$30.88万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 清仓 | -$26.11万 |
| Wayfinding Financial, LLC | 减仓 | -$17.58万 |
| Kestra Advisory Services, LLC | 清仓 | -$15.25万 |
| Advyzon Investment Management, LLC | 减仓 | -$8.33万 |
| Gutierrez Wealth Advisory, LLC | 减仓 | -$7.63万 |
| NavPoint Financial, Inc. | 减仓 | -$5.82万 |
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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 3,460,873 | $2.62亿 | 5.14% | 3,122,939 | 加仓 |
| Aprio Wealth Management, LLC | 631,116 | $4,742.84万 | 2.59% | 52,153 | 加仓 |
| Verum Partners LLC | 602,359 | $4,526.73万 | 8.60% | 122,308 | 加仓 |
| Karpus Management, Inc. | 590,059 | $4,434.29万 | 1.38% | 35,915 | 加仓 |
| Mills Wealth Advisors LLC | 399,237 | $3,000.27万 | 10.48% | 61,776 | 加仓 |
| Topsail Wealth Management, LLC | 384,157 | $2,886.94万 | 4.26% | 57,303 | 加仓 |
| Focus Partners Wealth | 307,708 | $2,312.43万 | 0.03% | 209,887 | 加仓 |
| Confluence Wealth Services, Inc. | 269,435 | $2,024.80万 | 0.79% | 51,289 | 加仓 |
| Opus Capital Group, LLC | 249,876 | $1,877.80万 | 2.02% | 26,606 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 245,112 | $1,832.73万 | 0.01% | 235,605 | 加仓 |
| San Luis Wealth Advisors LLC | 230,441 | $1,731.76万 | 2.87% | -8,614 | 减仓 |
| MB, LEVIS & ASSOCIATES, LLC | 181,877 | $1,366.81万 | 5.70% | 1,554 | 加仓 |
| Elite Life Management LLC | 173,841 | $1,316.50万 | 16.46% | 173,841 | 新建仓 |
| CGN Advisors LLC | 172,279 | $1,294.68万 | 1.02% | -430 | 减仓 |
| HighTower Advisors, LLC | 108,489 | $815.37万 | 0.01% | 105,089 | 加仓 |
| Verus Financial Partners, Inc. | 97,483 | $738.63万 | 0.66% | 7,782 | 加仓 |
| TAGStone Capital, Inc. | 97,174 | $730.27万 | 2.58% | -6,653 | 减仓 |
| TRUIST FINANCIAL CORP | 92,586 | $695.79万 | 0.01% | 68,011 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 88,953 | $668.48万 | 0.00% | 75,626 | 加仓 |
| Physician Wealth Advisors, Inc. | 87,225 | $655.50万 | 0.91% | 5,744 | 加仓 |
| TFO Wealth Partners, LLC | 82,559 | $620.43万 | 0.84% | 52,827 | 加仓 |
| Tilson Financial Group, Inc. | 73,771 | $554.39万 | 1.66% | 17,253 | 加仓 |
| Physician Wealth Solutions Inc. | 71,095 | $534.28万 | 2.21% | -4,109 | 减仓 |
| Blume Capital Management, Inc. | 70,650 | $530.93万 | 0.90% | -13,365 | 减仓 |
| Keystone Financial Group, Inc. | 59,661 | $448.35万 | 2.33% | 27,671 | 加仓 |
| LPL Financial LLC | 55,872 | $419.87万 | 0.00% | 27,038 | 加仓 |
| Gutierrez Wealth Advisory, LLC | 53,822 | $404.47万 | 2.51% | -1,015 | 减仓 |
| EQ WEALTH ADVISORS, LLC | 53,147 | $399.40万 | 2.34% | 21,956 | 加仓 |
| Rehmann Capital Advisory Group | 51,239 | $385.06万 | 0.20% | 4,319 | 加仓 |
| S.A. Mason LLC | 50,980 | $383.11万 | 1.44% | 5,122 | 加仓 |
| D'Orazio & Associates, Inc. | 49,951 | $375.38万 | 0.49% | 38,586 | 加仓 |
| Balanced Rock Investment Advisors LLC | 47,773 | $359.01万 | 2.52% | 1,715 | 加仓 |
| Advyzon Investment Management, LLC | 45,659 | $343.13万 | 0.31% | -1,108 | 减仓 |
| Kelman-Lazarov, Inc. | 45,400 | $341.18万 | 0.49% | 4,148 | 加仓 |
| Brio Consultants, LLC | 38,975 | $294.61万 | 0.34% | 997 | 加仓 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 37,808 | $286.21万 | 1.80% | 37,808 | 新建仓 |
| NewEdge Advisors, LLC | 37,112 | $278.90万 | 0.01% | 16,691 | 加仓 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | 34,353 | $258.16万 | 0.38% | -15,581 | 减仓 |
| NWM ADVISORS, LLC | 30,497 | $229.19万 | 2.09% | -198 | 减仓 |
| Sunpointe, LLC | 29,917 | $224.83万 | 0.74% | 2,401 | 加仓 |
| HUB Investment Partners, LLC | 28,089 | $211.09万 | 0.05% | 16,443 | 加仓 |
| Greenwich Wealth Management LLC | 27,808 | $209.00万 | 0.09% | -28,419 | 减仓 |
| Capital Investment Services of America, Inc. | 27,460 | $206.36万 | 0.22% | 1,320 | 加仓 |
| Cerity Partners LLC | 27,051 | $203.29万 | 0.00% | 10,232 | 加仓 |
| Thrivent Financial for Lutherans | 26,280 | $197.50万 | 0.00% | -86 | 减仓 |
| Beaird Harris Wealth Management, LLC | 26,237 | $197.17万 | 0.13% | 26,237 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 25,475 | $191.44万 | 0.00% | 16,210 | 加仓 |
| CRA Financial Services, LLC | 25,225 | $189.57万 | 0.25% | 340 | 加仓 |
| Valeo Financial Advisors, LLC | 23,045 | $173.18万 | 0.04% | 4,844 | 加仓 |
| JANE STREET GROUP, LLC | 21,525 | $161.76万 | 0.00% | -244,709 | 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 🔒