VSDM VANGUARD MUN BD FDS
SHORT TAX EXEMPT
26Q126Q2
26Q126Q2
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 |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 123 | 3,686,938 | $2.83亿 | 32 | 62 | 11 | 11 | $1.02亿 |
| 2026Q1 | 100 | 2,340,348 | $1.79亿 | 27 | 50 | 10 | 3 | $5,648.02万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| TRUIST FINANCIAL CORP | 加仓 | $872.41万 |
| American Investment Services, Inc. | 加仓 | $856.85万 |
| Mills Wealth Advisors LLC | 加仓 | $711.87万 |
| IRON Financial LLC | 新建仓 | $345.30万 |
| Bank of New York Mellon Corp | 新建仓 | $326.12万 |
| Belpointe Asset Management LLC | 重新持有 | $283.43万 |
| S.A. Mason LLC | 加仓 | $270.59万 |
| Professional Financial Advisors, LLC | 新建仓 | $248.44万 |
| Opus Capital Group, LLC | 加仓 | $199.26万 |
| Beaird Harris Wealth Management, LLC | 新建仓 | $195.62万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $184.20万 |
| Keystone Financial Group, Inc. | 加仓 | $173.11万 |
| Blue Trust, Inc. | 加仓 | $161.21万 |
| Capital Investment Services of America, Inc. | 加仓 | $140.02万 |
| Harbor Group, Inc. | 加仓 | $135.94万 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 加仓 | $122.90万 |
| NEUBERGER BERMAN GROUP LLC | 新建仓 | $121.38万 |
| &PARTNERS | 新建仓 | $106.81万 |
| LPL Financial LLC | 加仓 | $101.13万 |
| HRT FINANCIAL LP | 新建仓 | $98.10万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$447.69万 |
| Corient Private Wealth LP | 减仓 | -$342.01万 |
| Greenwich Wealth Management LLC | 清仓 | -$275.20万 |
| Conservest Capital Advisors, Inc. | 减仓 | -$135.01万 |
| CITADEL ADVISORS LLC | 清仓 | -$75.39万 |
| JPMORGAN CHASE & CO | 减仓 | -$33.98万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$30.40万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$25.28万 |
| Dakota Wealth Management | 减仓 | -$14.99万 |
| Wayfinding Financial, LLC | 减仓 | -$14.46万 |
| Advisory Services Network, LLC | 减仓 | -$4.58万 |
| Advyzon Investment Management, LLC | 减仓 | -$4,654 |
| Farther Finance Advisors, LLC | 减仓 | -$152 |
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 |
|---|---|---|---|---|---|
| Capital Investment Services of America, Inc. | 256,084 | $1,953.66万 | 2.04% | 18,353 | 加仓 |
| Mills Wealth Advisors LLC | 170,012 | $1,297.02万 | 4.53% | 93,311 | 加仓 |
| TRUIST FINANCIAL CORP | 150,740 | $1,149.99万 | 0.02% | 114,354 | 加仓 |
| Opus Capital Group, LLC | 134,358 | $1,025.00万 | 1.10% | 26,119 | 加仓 |
| S.A. Mason LLC | 119,047 | $908.21万 | 3.41% | 35,469 | 加仓 |
| American Investment Services, Inc. | 116,464 | $888.50万 | 1.98% | 112,315 | 加仓 |
| Keystone Financial Group, Inc. | 112,123 | $855.41万 | 4.45% | 22,691 | 加仓 |
| CGN Advisors LLC | 104,157 | $794.61万 | 0.63% | 6,555 | 加仓 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 58,614 | $447.17万 | 0.46% | 16,109 | 加仓 |
| Alliance Private Wealth, LLC | 54,937 | $419.11万 | 1.51% | 2,302 | 加仓 |
| MASTER'S WEALTH MANAGEMENT INC. | 52,711 | $402.13万 | 1.36% | 9,885 | 加仓 |
| RW Investment Management LLC | 49,972 | $381.24万 | 0.37% | — | — |
| IRON Financial LLC | 45,262 | $345.30万 | 1.51% | 45,262 | 新建仓 |
| Bank of New York Mellon Corp | 42,748 | $326.12万 | 0.00% | 42,748 | 新建仓 |
| Belpointe Asset Management LLC | 40,621 | $309.90万 | 0.11% | 37,151 | 重新持有 |
| COMMONWEALTH EQUITY SERVICES, LLC | 38,218 | $291.56万 | 0.00% | 8,784 | 加仓 |
| Rialto Wealth Management, LLC | 36,598 | $279.21万 | 0.63% | 6,399 | 加仓 |
| Dakota Wealth Management | 32,674 | $249.27万 | 0.05% | -1,965 | 减仓 |
| Professional Financial Advisors, LLC | 32,565 | $248.44万 | 0.51% | 32,565 | 新建仓 |
| Topsail Wealth Management, LLC | 32,262 | $246.12万 | 0.36% | 126 | 加仓 |
| Harbor Group, Inc. | 31,458 | $239.99万 | 0.35% | 17,819 | 加仓 |
| Platt Wealth Management LLC | 26,960 | $205.60万 | 2.00% | 4,405 | 加仓 |
| Aprio Wealth Management, LLC | 26,945 | $205.56万 | 0.11% | 0 | 不变 |
| JONES FINANCIAL COMPANIES LLLP | 25,708 | $195.81万 | 0.00% | 24,184 | 加仓 |
| Beaird Harris Wealth Management, LLC | 25,641 | $195.62万 | 0.13% | 25,641 | 新建仓 |
| Blue Trust, Inc. | 25,388 | $193.68万 | 0.02% | 21,131 | 加仓 |
| Verum Partners LLC | 21,501 | $164.03万 | 0.31% | 2,266 | 加仓 |
| LPL Financial LLC | 20,559 | $156.84万 | 0.00% | 13,256 | 加仓 |
| Financial Engines Advisors L.L.C. | 18,818 | $143.56万 | 0.00% | 10,996 | 加仓 |
| CRA Financial Services, LLC | 18,323 | $139.79万 | 0.18% | 580 | 加仓 |
| NEUBERGER BERMAN GROUP LLC | 15,910 | $121.38万 | 0.00% | 15,910 | 新建仓 |
| Burton Enright Welch | 15,495 | $118.21万 | 0.16% | 798 | 加仓 |
| Baker Ellis Asset Management LLC | 15,400 | $117.49万 | 0.14% | 0 | 不变 |
| BOSTON FAMILY OFFICE LLC | 15,235 | $116.20万 | 0.08% | 246 | 加仓 |
| Breakwater Capital Group | 15,028 | $114.65万 | 0.15% | 2,097 | 加仓 |
| MFA Wealth Services | 14,964 | $114.16万 | 0.76% | 267 | 加仓 |
| Stonebridge Financial Group, LLC | 14,828 | $113.12万 | 0.09% | 4,510 | 加仓 |
| Essex Financial Services, Inc. | 14,827 | $113.12万 | 0.06% | 312 | 加仓 |
| &PARTNERS | 11,000 | $106.81万 | 0.01% | 11,000 | 新建仓 |
| HRT FINANCIAL LP | 12,861 | $98.10万 | 0.00% | 12,861 | 新建仓 |
| Signal Advisors Wealth, LLC | 11,165 | $85.18万 | 0.06% | 11,165 | 新建仓 |
| Acumen Wealth Advisors, LLC | 11,064 | $84.41万 | 0.23% | 10,802 | 加仓 |
| Kelman-Lazarov, Inc. | 10,542 | $80.43万 | 0.12% | 288 | 加仓 |
| Clearstead Advisors, LLC | 9,751 | $74.39万 | 0.01% | 9,751 | 新建仓 |
| PEAPACK GLADSTONE FINANCIAL CORP | 9,700 | $74.00万 | 0.01% | 3,700 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 9,555 | $72.90万 | 0.01% | 9,555 | 新建仓 |
| Prospera Capital Management, LLC | 9,342 | $71.27万 | 0.36% | 0 | 不变 |
| Pandowealth. LLC | 9,104 | $69.45万 | 0.40% | 9,104 | 新建仓 |
| Integrated Wealth Concepts LLC | 8,715 | $66.49万 | 0.01% | 50 | 重新持有 |
| New England Private Wealth Advisors LLC | 8,387 | $63.99万 | 0.07% | 2 | 加仓 |
内部人交易（Form 4）
VSDM 董事、高管和大股东的最新买卖申报。专业版可看 🔒