13F 机构持仓

VFMF VANGUARD WELLINGTON FD

US MULTIFACTOR

持有机构数1052026Q2
26Q126Q2
机构合计持股(股)1,854,2272026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

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
2026Q21051,854,227$3.28亿 21442110$5,302.67万
2026Q1951,560,309$2.43亿 1743167$1,653.60万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

Systelligence, LLC新建仓$1,674.10万
ENVESTNET ASSET MANAGEMENT INC加仓$339.69万
MGO ONE SEVEN LLC新建仓$225.96万
LPL Financial LLC加仓$214.81万
UMB Bank, n.a.加仓$184.07万
Rooted Wealth Advisors, Inc.加仓$174.67万
RAYMOND JAMES FINANCIAL INC加仓$172.57万
GOLDMAN SACHS GROUP INC新建仓$143.06万
ANDERSON HOAGLAND & CO加仓$113.08万
COMMONWEALTH EQUITY SERVICES, LLC加仓$90.55万
Cambridge Investment Research Advisors, Inc.加仓$62.79万
SUSQUEHANNA INTERNATIONAL GROUP, LLP加仓$59.41万
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC加仓$57.74万
ADVISORTRUST PARTNERS, LLC新建仓$48.31万
TFB Advisors LLC加仓$42.93万
Capital Square, LLC新建仓$40.27万
Meridian Wealth Management, LLC新建仓$39.92万
OSAIC HOLDINGS, INC.加仓$37.16万
BARNES PETTEY FINANCIAL ADVISORS, LLC加仓$34.43万
Mariner, LLC新建仓$32.98万

2026Q1 卖出最多

Storen Legacy Partners, LLC减仓-$2,214.92万
JANE STREET GROUP, LLC清仓-$41.40万
Benson Investment Management Company, Inc.清仓-$41.13万
Envestnet Portfolio Solutions, Inc.清仓-$24.33万
Walkner Condon Financial Advisors LLC减仓-$23.65万
MONETA GROUP INVESTMENT ADVISORS LLC清仓-$20.26万
UBS Group AG减仓-$16.11万
CENTAURUS FINANCIAL, INC.减仓-$7.89万
GREAT VALLEY ADVISOR GROUP, INC.减仓-$6.50万
Partners in Financial Planning减仓-$4.87万
VICTORY FINANCIAL GROUP, LLC减仓-$4.19万
INDEPENDENT FINANCIAL GROUP, LLC减仓-$3.10万
Foundations Investment Advisors, LLC减仓-$2.95万
BridgePort Financial Solutions, LLC减仓-$2.62万
McIlrath & Eck, LLC减仓-$2.34万
BANK OF AMERICA CORP /DE/清仓-$2.26万
Glen Eagle Advisors, LLC清仓-$1.51万
STIFEL FINANCIAL CORP减仓-$1.23万
FIRST MANHATTAN CO. LLC.减仓-$1.07万
COWA, LLC减仓-$7,133

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
ANDERSON HOAGLAND & CO307,946$4,775.47万4.11%7,292加仓
ENVESTNET ASSET MANAGEMENT INC165,335$2,563.93万0.01%21,905加仓
Systelligence, LLC107,954$1,674.10万3.25%107,954新建仓
Opus Capital Group, LLC106,039$1,644.40万1.77%644加仓
LPL Financial LLC81,342$1,261.41万0.00%13,852加仓
Cambridge Investment Research Advisors, Inc.77,198$1,197.10万0.03%4,049加仓
UMB Bank, n.a.66,873$1,037.03万0.14%11,870加仓
Storen Legacy Partners, LLC58,705$910.37万2.85%-142,828减仓
RAYMOND JAMES FINANCIAL INC55,666$863.24万0.00%11,128加仓
Rooted Wealth Advisors, Inc.46,955$780.81万2.06%10,504加仓
Geneos Wealth Management Inc.43,757$678.59万0.16%1,116加仓
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC39,930$619.23万0.90%3,723加仓
OSAIC HOLDINGS, INC.19,827$307.50万0.00%2,396加仓
Partners in Financial Planning19,332$299.79万0.50%-314减仓
TFB Advisors LLC17,741$275.12万1.44%2,768加仓
COMMONWEALTH EQUITY SERVICES, LLC16,653$258.25万0.00%5,839加仓
ROYAL BANK OF CANADA16,559$256.80万0.00%703加仓
Walkner Condon Financial Advisors LLC15,936$247.13万0.33%-1,525减仓
Cedar Point Capital Partners, LLC15,495$240.29万1.56%1,379加仓
VICTORY FINANCIAL GROUP, LLC15,353$238.09万0.29%-270减仓
BARNES PETTEY FINANCIAL ADVISORS, LLC14,977$232.27万1.01%2,220加仓
MGO ONE SEVEN LLC14,570$225.96万0.05%14,570新建仓
RESOLUTE WEALTH ADVISOR, INC.14,185$219.97万1.25%——
HALBERT HARGROVE GLOBAL ADVISORS, LLC13,558$210.25万0.10%12加仓
Onyx Bridge Wealth Group LLC12,345$191.45万0.21%15加仓
GREAT VALLEY ADVISOR GROUP, INC.11,087$171.91万0.03%-419减仓
AQR CAPITAL MANAGEMENT LLC9,295$144.15万0.00%5加仓
GOLDMAN SACHS GROUP INC9,225$143.06万0.00%9,225新建仓
NewEdge Advisors, LLC9,215$142.90万0.01%1,310加仓
PERRYMAN FINANCIAL ADVISORY INC /AD9,145$141.81万0.21%843加仓
FIRST MANHATTAN CO. LLC.8,339$129.32万0.00%-69减仓
Apollon Wealth Management, LLC8,093$125.50万0.02%1,967加仓
STIFEL FINANCIAL CORP7,558$117.21万0.00%-79减仓
Focus Partners Advisor Solutions, LLC7,533$116.83万0.01%1,235加仓
CALTON & ASSOCIATES, INC.7,270$112.74万0.16%1,956加仓
UBS Group AG7,078$109.76万0.00%-1,039减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP6,677$103.54万0.00%3,831加仓
Seed Wealth Management, Inc.6,650$103.12万0.71%0不变
RHS Financial, LLC6,347$98.43万0.47%660加仓
Clark Asset Management, LLC6,344$98.38万0.09%6加仓
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC6,139$95.20万0.02%27加仓
MML INVESTORS SERVICES, LLC4,715$73.12万0.00%87加仓
BridgePort Financial Solutions, LLC4,215$65.37万0.19%-169减仓
Physician Wealth Advisors, Inc.3,809$59.07万0.08%1加仓
ADVISORTRUST PARTNERS, LLC3,115$48.31万0.20%3,115新建仓
Sanctuary Advisors, LLC3,025$46.91万0.00%55加仓
Capital Square, LLC2,420$40.27万0.18%2,420新建仓
Meridian Wealth Management, LLC2,574$39.92万0.01%2,574新建仓
Foundations Investment Advisors, LLC2,409$37.36万0.00%-190减仓
Kestra Advisory Services, LLC2,311$35.83万0.00%83加仓

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