13F 机构持仓

VFVA VANGUARD WELLINGTON FD

US VALUE FACTR

持有机构数932026Q2
26Q126Q2
机构合计持股(股)2,525,6702026Q2
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
2026Q2932,525,670$3.75亿 929288$1,106.13万
2026Q1942,520,647$3.39亿 528339-$170.48万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Equitable Holdings, Inc.加仓$456.36万
VANTAGEPOINT INVESTMENT ADVISERS LLC加仓$378.75万
Cambridge Investment Research Advisors, Inc.加仓$138.76万
Savant Capital, LLC加仓$107.59万
STIFEL FINANCIAL CORP新建仓$93.54万
TWO SIGMA INVESTMENTS, LP加仓$87.57万
Corient Private Wealth LP新建仓$79.42万
ROYAL BANK OF CANADA加仓$63.69万
BANK OF AMERICA CORP /DE/加仓$61.36万
LPL Financial LLC加仓$52.46万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC加仓$35.72万
Quantinno Capital Management LP加仓$27.06万
ENVESTNET ASSET MANAGEMENT INC新建仓$20.41万
Summit Financial, LLC新建仓$20.36万
Long Island Wealth Management, Inc.加仓$18.84万
Hara Capital LLC加仓$14.31万
Capital Advisors Wealth Management, LLC加仓$6.34万
INVESTMENT COUNSEL CO OF NEVADA新建仓$5.09万
WELLS FARGO & COMPANY/MN加仓$3.11万
UBS Group AG加仓$3.03万

2026Q2 卖出最多

ANDERSON HOAGLAND & CO减仓-$67.97万
COMMONWEALTH EQUITY SERVICES, LLC减仓-$62.30万
RWA WEALTH PARTNERS, LLC减仓-$59.48万
BROWN ADVISORY INC减仓-$53.76万
BURRUS FINANCIAL SERVICES, INC.减仓-$51.55万
CENTAURUS FINANCIAL, INC.减仓-$37.92万
Foundations Investment Advisors, LLC清仓-$35.72万
SUSQUEHANNA INTERNATIONAL GROUP, LLP清仓-$29.48万
OSAIC HOLDINGS, INC.减仓-$23.05万
CITADEL ADVISORS LLC清仓-$22.57万
UMB Bank, n.a.减仓-$20.91万
Stonehearth Capital Management, LLC减仓-$17.10万
JPMORGAN CHASE & CO减仓-$15.04万
Cerity Partners LLC减仓-$13.29万
EP Wealth Advisors, LLC减仓-$11.21万
MBM WEALTH CONSULTANTS, LLC清仓-$10.43万
Sovereign Financial Group, Inc.减仓-$8.40万
RAYMOND JAMES FINANCIAL INC减仓-$7.60万
Orion Porfolio Solutions, LLC减仓-$5.15万
Root Financial Partners, LLC清仓-$3.39万

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
VANTAGEPOINT INVESTMENT ADVISERS LLC524,677$7,787.78万0.58%25,517加仓
Armbruster Capital Management, Inc.431,781$6,408.93万9.55%-188减仓
Equitable Holdings, Inc.246,317$3,656.08万0.22%30,746加仓
ANDERSON HOAGLAND & CO243,852$3,619.49万2.84%-4,579减仓
BURRUS FINANCIAL SERVICES, INC.195,002$2,894.40万12.57%-3,473减仓
MENORA MIVTACHIM HOLDINGS LTD.93,339$1,385.43万0.05%0不变
BANK OF AMERICA CORP /DE/77,121$1,144.71万0.00%4,134加仓
RWA WEALTH PARTNERS, LLC72,691$1,078.95万0.10%-4,007减仓
LPL Financial LLC70,564$1,047.38万0.00%3,534加仓
UMB Bank, n.a.48,898$725.79万0.09%-1,409减仓
Capital Advisors Wealth Management, LLC42,696$633.73万0.74%427加仓
RAYMOND JAMES FINANCIAL INC33,277$493.93万0.00%-512减仓
EP Wealth Advisors, LLC32,806$486.94万0.02%-755减仓
Lebenthal Global Advisors, LLC31,083$461.37万0.62%-118减仓
Sequoia Financial Advisors, LLC26,360$391.26万0.02%11加仓
ROYAL BANK OF CANADA23,283$345.60万0.00%4,291加仓
OSAIC HOLDINGS, INC.23,048$342.14万0.00%-1,553减仓
Cambridge Investment Research Advisors, Inc.19,654$291.80万0.00%9,346加仓
Savant Capital, LLC16,378$231.00万0.01%7,628加仓
TWO SIGMA INVESTMENTS, LP14,100$209.29万0.00%5,900加仓
Cerity Partners LLC13,708$203.48万0.00%-895减仓
Sovereign Financial Group, Inc.12,741$189.11万0.29%-566减仓
Compass Advisory Group LLC11,233$166.74万0.40%49加仓
BROWN ADVISORY INC10,784$160.06万0.00%-3,622减仓
Seven Bridges Advisors LLC10,115$150.13万0.72%——
UBS Group AG10,092$149.80万0.00%204加仓
Long Island Wealth Management, Inc.9,879$146.63万0.61%1,269加仓
WHITTIER TRUST CO9,091$137.32万0.01%33加仓
Visionary Wealth Advisors9,093$134.96万0.05%-201减仓
COMMONWEALTH EQUITY SERVICES, LLC8,951$132.86万0.00%-4,197减仓
CoreFirst Bank & Trust8,839$131.20万0.65%5加仓
Keystone Financial Group8,815$130.84万0.08%71加仓
Hara Capital LLC8,575$127.28万0.67%964加仓
Kathmere Capital Management, LLC7,508$111.44万0.06%0不变
Rockingstone Advisors LLC7,187$106.68万0.43%0不变
BANK OF MONTREAL /CAN/7,002$103.92万0.00%-85减仓
STIFEL FINANCIAL CORP6,302$93.54万0.00%6,302新建仓
Mariner, LLC6,006$89.14万0.00%0不变
D.A. DAVIDSON & CO.5,585$82.90万0.00%0不变
Financial Engines Advisors L.L.C.5,433$80.64万0.00%-48减仓
Corient Private Wealth LP5,351$79.42万0.00%5,351新建仓
Financial Partners Group, Inc5,232$77.65万0.08%4加仓
Stonehearth Capital Management, LLC5,116$75.94万0.26%-1,152减仓
MERCER GLOBAL ADVISORS INC /ADV4,497$66.76万0.00%18加仓
Essex Financial Services, Inc.4,425$65.68万0.03%39加仓
Private Advisor Group, LLC4,050$60.11万0.00%0不变
Quantinno Capital Management LP4,022$59.70万0.00%1,823加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC3,925$59.48万0.00%2,357加仓
Integrated Wealth Concepts LLC2,348$54.30万0.00%-127减仓
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,119$46.30万0.01%0不变

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