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 🔒

2026Q1 买入最多

Equitable Holdings, Inc.加仓$354.91万
BURRUS FINANCIAL SERVICES, INC.加仓$221.77万
LPL Financial LLC加仓$77.51万
BANK OF AMERICA CORP /DE/加仓$75.02万
COMMONWEALTH EQUITY SERVICES, LLC加仓$61.21万
Hara Capital LLC加仓$60.10万
OSAIC HOLDINGS, INC.加仓$58.58万
Armbruster Capital Management, Inc.加仓$50.47万
CIBC WORLD MARKET INC.新建仓$36.34万
Foundations Investment Advisors, LLC新建仓$35.72万
UBS Group AG加仓$30.80万
CITADEL ADVISORS LLC新建仓$22.57万
JPMORGAN CHASE & CO重新持有$18.79万
ANDERSON HOAGLAND & CO加仓$11.99万
Compass Advisory Group LLC加仓$11.81万
MBM WEALTH CONSULTANTS, LLC新建仓$10.43万
Werba Rubin Papier Wealth Management加仓$6.87万
Quantinno Capital Management LP加仓$6.65万
HARBOUR INVESTMENTS, INC.新建仓$4.58万
Capital Advisors Wealth Management, LLC加仓$4.40万

2026Q1 卖出最多

RFP Financial Group LLC清仓-$466.73万
VANTAGEPOINT INVESTMENT ADVISERS LLC减仓-$278.49万
Fortis Advisors, LLC清仓-$85.95万
RWA WEALTH PARTNERS, LLC减仓-$84.94万
Sterling Manor Financial, LLC减仓-$45.74万
MENORA MIVTACHIM HOLDINGS LTD.减仓-$45.55万
GOLDMAN SACHS GROUP INC清仓-$43.30万
TWO SIGMA INVESTMENTS, LP减仓-$43.08万
McIlrath & Eck, LLC减仓-$32.82万
CENTAURUS FINANCIAL, INC.减仓-$29.61万
Private Advisor Group, LLC减仓-$28.07万
Stokes Family Office, LLC清仓-$27.46万
CoreFirst Bank & Trust减仓-$24.70万
Caldwell Trust Co清仓-$18.54万
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC减仓-$15.30万
Mariner, LLC减仓-$12.18万
Kestra Advisory Services, LLC清仓-$9.67万
ROYAL BANK OF CANADA减仓-$9.33万
Sanctuary Advisors, LLC减仓-$7.92万
LAM GROUP, INC.重新持有-$7.20万

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
VANTAGEPOINT INVESTMENT ADVISERS LLC499,160$6,719.19万0.57%-20,689减仓
Armbruster Capital Management, Inc.431,969$5,814.73万9.53%3,749加仓
ANDERSON HOAGLAND & CO248,431$3,344.14万2.88%891加仓
Equitable Holdings, Inc.215,571$2,862.35万0.18%26,729加仓
BURRUS FINANCIAL SERVICES, INC.198,475$2,671.68万12.23%16,475加仓
MENORA MIVTACHIM HOLDINGS LTD.93,339$1,256.44万0.06%-3,384减仓
RWA WEALTH PARTNERS, LLC76,698$1,032.43万0.11%-6,310减仓
BANK OF AMERICA CORP /DE/72,987$982.48万0.00%5,573加仓
LPL Financial LLC67,030$902.30万0.00%5,758加仓
Sterling Manor Financial, LLC59,117$795.77万4.98%-3,398减仓
UMB Bank, n.a.50,307$677.18万0.09%-85减仓
Capital Advisors Wealth Management, LLC42,269$568.98万0.76%327加仓
RAYMOND JAMES FINANCIAL INC33,789$454.83万0.00%-84减仓
EP Wealth Advisors, LLC33,561$451.77万0.02%-49减仓
Lebenthal Global Advisors, LLC31,201$420.00万0.61%236加仓
Sequoia Financial Advisors, LLC26,349$354.69万0.02%9加仓
OSAIC HOLDINGS, INC.24,601$331.16万0.00%4,352加仓
ROYAL BANK OF CANADA18,992$255.70万0.00%-693减仓
McIlrath & Eck, LLC15,121$203.55万0.15%-2,438减仓
Cerity Partners LLC14,603$196.57万0.00%-8减仓
BROWN ADVISORY INC14,406$193.91万0.00%0不变
Sovereign Financial Group, Inc.13,307$179.13万0.31%-55减仓
COMMONWEALTH EQUITY SERVICES, LLC13,148$176.99万0.00%4,547加仓
Compass Advisory Group LLC11,184$150.55万0.40%877加仓
Cambridge Investment Research Advisors, Inc.10,308$138.80万0.00%-38减仓
UBS Group AG9,888$133.10万0.00%2,288加仓
Visionary Wealth Advisors9,294$125.10万0.06%-177减仓
WHITTIER TRUST CO9,058$123.14万0.01%34加仓
CoreFirst Bank & Trust8,834$118.91万0.63%-1,835减仓
Savant Capital, LLC8,750$117.78万0.01%-131减仓
Keystone Financial Group8,744$117.71万0.08%75加仓
Long Island Wealth Management, Inc.8,610$115.89万0.54%144加仓
TWO SIGMA INVESTMENTS, LP8,200$110.38万0.00%-3,200减仓
Hara Capital LLC7,611$102.45万0.51%4,465加仓
Kathmere Capital Management, LLC7,508$101.07万0.06%0不变
Rockingstone Advisors LLC7,187$96.74万0.44%-5减仓
BANK OF MONTREAL /CAN/7,087$95.39万0.00%0不变
Stonehearth Capital Management, LLC6,268$84.37万0.33%-86减仓
Mariner, LLC6,006$80.84万0.00%-905减仓
D.A. DAVIDSON & CO.5,585$75.18万0.00%-70减仓
Financial Engines Advisors L.L.C.5,481$73.78万0.00%-80减仓
Financial Partners Group, Inc5,228$70.37万0.08%-2减仓
CENTAURUS FINANCIAL, INC.4,891$65.80万0.03%-2,201减仓
MERCER GLOBAL ADVISORS INC /ADV4,479$60.30万0.00%136加仓
Essex Financial Services, Inc.4,386$59.04万0.03%11加仓
Private Advisor Group, LLC4,050$54.52万0.00%-2,085减仓
Sunbelt Securities, Inc.3,342$44.99万0.03%0不变
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management3,119$41.98万0.01%0不变
Sanctuary Advisors, LLC3,034$40.84万0.00%-588减仓
Orion Porfolio Solutions, LLC2,766$37.23万0.00%-394减仓

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