13F 机构持仓

VPLS VANGUARD MALVERN FDS

CORE-PLUS BD ETF

持有机构数1702026Q2
26Q126Q2
机构合计持股(股)12,118,8792026Q2
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
2026Q217012,118,879$9.40亿 29971810$2.51亿
2026Q11478,905,963$6.91亿 34741913$2.09亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

BANK OF AMERICA CORP /DE/加仓$3,394.69万
Insight Wealth Strategies, LLC新建仓$2,662.12万
OSAIC HOLDINGS, INC.加仓$2,381.85万
Betterment LLC新建仓$1,370.60万
RAYMOND JAMES FINANCIAL INC加仓$1,166.70万
Mariner, LLC加仓$1,048.48万
Pasadena Private Wealth, LLC新建仓$1,039.06万
R. W. Roge & Company, Inc.加仓$785.83万
EVOLVE PRIVATE WEALTH, LLC新建仓$723.80万
Keystone Financial Group, Inc.加仓$709.19万
Janney Montgomery Scott LLC新建仓$510.60万
JONES FINANCIAL COMPANIES LLLP加仓$471.91万
VICUS CAPITAL加仓$425.86万
Beaird Harris Wealth Management, LLC新建仓$419.69万
Ausdal Financial Partners, Inc.加仓$408.82万
CITADEL ADVISORS LLC重新持有$393.85万
HOWARD FINANCIAL SERVICES, LTD.加仓$381.88万
Farther Finance Advisors, LLC加仓$366.22万
NavPoint Financial, Inc.加仓$349.82万
First Commonwealth Financial Corp /PA/加仓$306.13万

2026Q1 卖出最多

ROYAL BANK OF CANADA减仓-$889.51万
Thrivent Financial for Lutherans清仓-$709.50万
Catalyst Investment Management LLC清仓-$421.67万
RIA Advisory Group LLC清仓-$363.78万
JANE STREET GROUP, LLC清仓-$357.09万
FLOW TRADERS U.S. LLC清仓-$335.80万
MorganRosel Wealth Management, LLC减仓-$333.73万
LPL Financial LLC减仓-$113.68万
Cambridge Investment Research Advisors, Inc.减仓-$80.91万
Ashton Thomas Private Wealth, LLC减仓-$70.05万
Prospera Financial Services Inc清仓-$41.89万
Keystone Wealth Services, LLC清仓-$26.78万
Canal Capital Management, LLC清仓-$24.66万
Concurrent Investment Advisors, LLC清仓-$23.87万
TRUIST FINANCIAL CORP清仓-$22.78万
Atria Investments, Inc减仓-$10.63万
Strategic Family Wealth Counselors, L.L.C.减仓-$7.63万
FAGAN ASSOCIATES, INC.减仓-$7.22万
UBS Group AG重新持有-$5.07万
Jessup Wealth Management, Inc清仓-$3.01万

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
BANK OF AMERICA CORP /DE/1,624,763$1.26亿0.01%437,524加仓
LPL Financial LLC643,847$4,995.54万0.01%-14,652减仓
OSAIC HOLDINGS, INC.367,565$2,851.91万0.04%306,983加仓
WNY Asset Management, LLC366,563$2,844.12万2.94%——
Insight Wealth Strategies, LLC343,106$2,662.12万2.97%343,106新建仓
Keystone Financial Group, Inc.272,896$2,117.37万11.01%91,403加仓
Summit Financial, LLC249,107$1,932.80万0.25%11,161加仓
First Commonwealth Financial Corp /PA/220,342$1,709.61万2.72%39,455加仓
Diversified Portfolios, Inc.193,358$1,500.25万1.23%9,159加仓
Balance Wealth Partners LLC189,573$1,470.88万4.57%597加仓
Betterment LLC176,641$1,370.60万0.03%176,641新建仓
Mariner, LLC168,900$1,310.48万0.02%135,133加仓
RAYMOND JAMES FINANCIAL INC167,350$1,298.45万0.00%150,370加仓
JONES FINANCIAL COMPANIES LLLP159,745$1,228.01万0.01%61,388加仓
LEAVELL INVESTMENT MANAGEMENT, INC.150,222$1,165.56万0.48%25,701加仓
COMMONWEALTH EQUITY SERVICES, LLC149,516$1,160.08万0.02%21,363加仓
Pasadena Private Wealth, LLC133,918$1,039.06万1.44%133,918新建仓
NavPoint Financial, Inc.132,233$1,025.98万4.15%45,086加仓
Landmark Wealth Management, LLC116,034$900.30万2.41%23,994加仓
R. W. Roge & Company, Inc.107,275$832.30万3.97%101,286加仓
Roehl & Yi Investment Advisors, LLC104,492$810.74万1.08%17,624加仓
VICUS CAPITAL97,154$753.81万0.55%54,887加仓
FAGAN ASSOCIATES, INC.93,641$726.55万1.01%-930减仓
EVOLVE PRIVATE WEALTH, LLC93,286$723.80万0.39%93,286新建仓
ROYAL BANK OF CANADA90,636$703.20万0.00%-114,649减仓
PANORAMIC INVESTMENT ADVISORS, LLC88,456$686.32万3.71%2,776加仓
Lakewood Asset Management LLC88,090$683.48万4.37%17,446加仓
HOWARD FINANCIAL SERVICES, LTD.86,428$670.59万0.76%49,218加仓
Dynamic Advisor Solutions LLC86,136$668.32万0.21%4,210加仓
Harbor Group, Inc.84,316$654.20万0.94%30,445加仓
UNITED CAPITAL FINANCIAL ADVISORS, LLC83,407$645.32万0.04%6,523加仓
Ausdal Financial Partners, Inc.82,725$641.85万0.29%52,690加仓
North Star Investment Management Corp.82,363$639.05万0.39%20,307加仓
MorganRosel Wealth Management, LLC82,220$637.94万2.52%-43,013减仓
Integrity Wealth Solutions LLC81,722$634.07万2.49%7,904加仓
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC76,918$595.60万0.01%18,496加仓
CITADEL ADVISORS LLC74,735$579.86万0.00%50,761重新持有
Janney Montgomery Scott LLC65,808$510.60万0.01%65,808新建仓
SILVER OAK SECURITIES, INCORPORATED62,606$485.75万0.36%7,520加仓
Farther Finance Advisors, LLC57,034$440.84万0.04%47,379加仓
CFO4Life Group, LLC55,059$427.20万0.65%1,911加仓
Beaird Harris Wealth Management, LLC54,092$419.69万0.29%54,092新建仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC51,600$400.37万0.62%5,031加仓
Beacon Pointe Advisors, LLC49,185$381.62万0.02%11,484加仓
Investment Advisory Group, LLC47,157$365.89万0.93%7,667加仓
Grant Street Asset Management, Inc.46,610$361.64万0.70%-158减仓
Red Mountain Financial, LLC46,483$360.66万3.40%25,100加仓
OMNI 360 Wealth, Inc.37,850$293.68万1.52%9,584加仓
Focus Partners Advisor Solutions, LLC37,850$293.68万0.03%37,850新建仓
Cerity Partners LLC36,380$282.27万0.00%8,142加仓

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