13F 机构持仓

VSDB VANGUARD MALVERN FDS

SHORT DURATION B

持有机构数552026Q2
26Q126Q2
机构合计持股(股)9,328,5992026Q2
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
2026Q2559,328,599$7.12亿 1522103$3.90亿
2026Q1444,219,413$3.22亿 161442$3.00亿
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q2 买入最多

Orgel Wealth Management, LLC加仓$3.60亿
TD Capital Management LLC新建仓$623.90万
Beaird Harris Wealth Management, LLC加仓$529.32万
Entruity Wealth, LLC新建仓$460.08万
Bell Bank新建仓$423.64万
Werba Rubin Papier Wealth Management加仓$200.32万
CGN Advisors LLC加仓$180.52万
Balboa Wealth Partners新建仓$109.45万
Integrated Wealth Concepts LLC加仓$94.66万
Keystone Financial Group, Inc.加仓$92.05万
Worth Asset Management, LLC新建仓$72.84万
COMMONWEALTH EQUITY SERVICES, LLC加仓$60.54万
STEEL GROVE CAPITAL ADVISORS, LLC加仓$53.44万
Essex Financial Services, Inc.新建仓$43.44万
Eldridge Investment Advisors, Inc.加仓$43.04万
Crusonia Wealth Advisors LLC新建仓$42.33万
LPL Financial LLC加仓$41.98万
Cambridge Investment Research Advisors, Inc.加仓$36.23万
Concurrent Investment Advisors, LLC新建仓$34.38万
ENVESTNET ASSET MANAGEMENT INC新建仓$30.63万

2026Q2 卖出最多

JANE STREET GROUP, LLC清仓-$113.42万
TD Waterhouse Canada Inc.减仓-$41.89万
Englebert Financial Advisers, LLC减仓-$37.84万
Talisman Wealth Advisors LLC清仓-$30.27万
SJS Investment Consulting Inc.清仓-$29.86万
Mills Wealth Advisors LLC减仓-$21.41万
Mariner, LLC减仓-$10.73万
CITADEL ADVISORS LLC减仓-$10.00万
Aptus Capital Advisors, LLC减仓-$4.79万
North Star Investment Management Corp.减仓-$4.47万
Betterment LLC减仓-$4.40万
Prospera Financial Services Inc减仓-$3.05万
VANGUARD ADVISERS INC减仓-$1.16万

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
Orgel Wealth Management, LLC8,199,393$6.26亿11.87%4,710,224加仓
Beaird Harris Wealth Management, LLC203,992$1,557.28万0.98%69,337加仓
CGN Advisors LLC94,661$722.64万0.53%23,647加仓
Werba Rubin Papier Wealth Management92,933$709.45万0.86%26,241加仓
TD Capital Management LLC81,727$623.90万0.51%81,727新建仓
Integrated Wealth Concepts LLC68,369$521.97万0.03%12,399加仓
Keystone Financial Group, Inc.60,314$460.44万2.42%12,058加仓
Entruity Wealth, LLC60,268$460.08万2.98%60,268新建仓
Bell Bank55,494$423.64万0.16%55,494新建仓
Pinnacle Financial Group, LLC / IL40,697$310.68万0.76%2,015加仓
COMMONWEALTH EQUITY SERVICES, LLC26,562$202.77万0.00%7,930加仓
TD Waterhouse Canada Inc.21,881$167.04万0.00%-5,487减仓
Robertson Stephens Wealth Management, LLC21,227$162.05万0.04%200加仓
Sanctuary Advisors, LLC21,156$161.50万0.01%958加仓
Eldridge Investment Advisors, Inc.16,440$125.51万0.25%5,638加仓
North Star Investment Management Corp.16,249$124.04万0.07%-585减仓
Mills Wealth Advisors LLC14,509$110.76万0.35%-2,805减仓
Balboa Wealth Partners14,337$109.45万0.15%14,337新建仓
HAZLETT, BURT & WATSON, INC.13,783$105.70万0.28%3,287加仓
BARNES PETTEY FINANCIAL ADVISORS, LLC12,998$99.23万0.31%0不变
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC12,399$94.21万0.00%2,629加仓
American Investment Services, Inc.11,913$90.94万0.19%1,079加仓
Englebert Financial Advisers, LLC11,902$90.86万0.89%-4,957减仓
CITADEL ADVISORS LLC11,889$90.76万0.00%-1,310减仓
STEEL GROVE CAPITAL ADVISORS, LLC11,500$87.79万0.08%7,000加仓
LPL Financial LLC11,052$84.37万0.00%5,499加仓
Prospera Financial Services Inc10,560$80.61万0.01%-400减仓
AQR CAPITAL MANAGEMENT LLC10,044$76.68万0.00%0不变
Worth Asset Management, LLC9,541$72.84万0.23%9,541新建仓
Cambridge Investment Research Advisors, Inc.8,344$63.80万0.00%4,738加仓
Betterment LLC7,050$53.80万0.00%-577减仓
Kestra Advisory Services, LLC6,848$52.28万0.00%129加仓
Essex Financial Services, Inc.5,690$43.44万0.02%5,690新建仓
Crusonia Wealth Advisors LLC5,545$42.33万0.07%5,545新建仓
Mariner, LLC5,418$41.36万0.00%-1,405减仓
Focus Partners Advisor Solutions, LLC5,100$38.93万0.00%0不变
FLAGSHIP HARBOR ADVISORS, LLC4,585$35.00万0.01%245加仓
Concurrent Investment Advisors, LLC4,503$34.38万0.00%4,503新建仓
Farther Finance Advisors, LLC4,344$33.17万0.00%2,795加仓
ENVESTNET ASSET MANAGEMENT INC4,013$30.63万0.00%4,013新建仓
Gutierrez Wealth Advisory, LLC3,819$29.16万0.17%30加仓
Burton Enright Welch3,596$27.45万0.03%3,596新建仓
MML INVESTORS SERVICES, LLC3,416$26.08万0.00%3,416新建仓
Aegis Wealth Management LLC3,275$25.00万0.12%0不变
HBK Sorce Advisory LLC3,265$24.78万0.00%0不变
Concord Wealth Partners3,060$23.36万0.03%29加仓
CRA Financial Services, LLC2,671$20.39万0.02%2,671新建仓
Aptus Capital Advisors, LLC2,446$18.67万0.00%-628减仓
Cornerstone National Bank & Trust Co2,151$16.34万0.06%0不变
OSAIC HOLDINGS, INC.820$6.26万0.00%820新建仓

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