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 🔒 | ||||||||
2026Q2 买入最多
| Kestra Investment Management, LLC | 新建仓 | $1,067.60万 |
| TRUIST FINANCIAL CORP | 加仓 | $769.10万 |
| Frisch Financial Group, Inc. | 新建仓 | $750.97万 |
| Quantinno Capital Management LP | 新建仓 | $750.97万 |
| Acumen Wealth Advisors, LLC | 加仓 | $547.16万 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 加仓 | $520.88万 |
| Beaird Harris Wealth Management, LLC | 加仓 | $375.88万 |
| S.A. Mason LLC | 加仓 | $343.62万 |
| TD Capital Management LLC | 新建仓 | $333.13万 |
| GSG Advisors LLC | 新建仓 | $300.39万 |
| Bedel Financial Consulting, Inc. | 新建仓 | $234.18万 |
| Keystone Financial Group, Inc. | 加仓 | $230.45万 |
| Timmons Wealth Management, LLC | 加仓 | $229.53万 |
| JPMORGAN CHASE & CO | 加仓 | $218.16万 |
| MBM WEALTH CONSULTANTS, LLC | 新建仓 | $211.45万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 加仓 | $208.96万 |
| Capital Investment Services of America, Inc. | 加仓 | $190.39万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $189.80万 |
| Rialto Wealth Management, LLC | 加仓 | $188.92万 |
| GREAT VALLEY ADVISOR GROUP, INC. | 加仓 | $178.57万 |
2026Q2 卖出最多
| Blue Trust, Inc. | 清仓 | -$193.68万 |
| HRT FINANCIAL LP | 清仓 | -$98.10万 |
| Elequin Capital, LP | 重新持有 | -$89.30万 |
| Clearstead Advisors, LLC | 清仓 | -$74.39万 |
| Alliance Private Wealth, LLC | 减仓 | -$72.31万 |
| Breakwater Capital Group | 减仓 | -$47.23万 |
| Harbor Group, Inc. | 减仓 | -$42.60万 |
| Mills Wealth Advisors LLC | 减仓 | -$38.97万 |
| Wayfinding Financial, LLC | 清仓 | -$27.50万 |
| Rosenberg Matthew Hamilton | 清仓 | -$24.43万 |
| Strategic Investment Solutions, Inc. /IL | 清仓 | -$22.70万 |
| Vise Technologies, Inc. | 清仓 | -$20.99万 |
| Root Financial Partners, LLC | 清仓 | -$20.94万 |
| Wilmington Savings Fund Society, FSB | 清仓 | -$16.46万 |
| Beacon Pointe Advisors, LLC | 减仓 | -$9.96万 |
| Bank of New York Mellon Corp | 减仓 | -$7.85万 |
| MFA Wealth Services | 减仓 | -$6.76万 |
| Destiny Wealth Partners, LLC | 清仓 | -$6.53万 |
| Corient Private Wealth LP | 减仓 | -$5.44万 |
| LANARK FINANCIAL, INC. | 重新持有 | -$5.32万 |
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 |
|---|---|---|---|---|---|
| Capital Investment Services of America, Inc. | 280,929 | $2,152.76万 | 2.11% | 24,845 | 加仓 |
| TRUIST FINANCIAL CORP | 251,105 | $1,924.22万 | 0.02% | 100,365 | 加仓 |
| Mills Wealth Advisors LLC | 164,926 | $1,263.83万 | 3.98% | -5,086 | 减仓 |
| S.A. Mason LLC | 163,888 | $1,255.87万 | 3.86% | 44,841 | 加仓 |
| Opus Capital Group, LLC | 148,913 | $1,141.10万 | 1.11% | 14,555 | 加仓 |
| Keystone Financial Group, Inc. | 142,196 | $1,089.63万 | 5.72% | 30,073 | 加仓 |
| Kestra Investment Management, LLC | 139,319 | $1,067.60万 | 0.21% | 139,319 | 新建仓 |
| American Investment Services, Inc. | 128,709 | $986.30万 | 2.08% | 12,245 | 加仓 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 126,587 | $970.03万 | 0.65% | 67,973 | 加仓 |
| CGN Advisors LLC | 124,154 | $951.39万 | 0.69% | 19,997 | 加仓 |
| Frisch Financial Group, Inc. | 98,000 | $750.97万 | 1.29% | 98,000 | 新建仓 |
| Quantinno Capital Management LP | 98,000 | $750.97万 | 0.01% | 98,000 | 新建仓 |
| Acumen Wealth Advisors, LLC | 82,467 | $631.94万 | 1.34% | 71,403 | 加仓 |
| Beaird Harris Wealth Management, LLC | 74,692 | $572.36万 | 0.36% | 49,051 | 加仓 |
| RW Investment Management LLC | 70,309 | $538.78万 | 0.47% | 20,337 | 加仓 |
| IRON Financial LLC | 65,840 | $504.53万 | 2.08% | 20,578 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 65,487 | $501.82万 | 0.01% | 27,269 | 加仓 |
| MASTER'S WEALTH MANAGEMENT INC. | 61,689 | $472.72万 | 1.42% | 8,978 | 加仓 |
| Rialto Wealth Management, LLC | 61,252 | $469.37万 | 0.93% | 24,654 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 50,496 | $386.64万 | 0.00% | 24,788 | 加仓 |
| Belpointe Asset Management LLC | 50,421 | $386.38万 | 0.13% | 9,800 | 加仓 |
| Alliance Private Wealth, LLC | 45,501 | $348.68万 | 1.21% | -9,436 | 减仓 |
| TD Capital Management LLC | 43,473 | $333.13万 | 0.27% | 43,473 | 新建仓 |
| Bank of New York Mellon Corp | 41,724 | $319.73万 | 0.00% | -1,024 | 减仓 |
| Topsail Wealth Management, LLC | 40,843 | $312.98万 | 0.40% | 8,581 | 加仓 |
| GSG Advisors LLC | 39,200 | $300.39万 | 0.66% | 39,200 | 新建仓 |
| Professional Financial Advisors, LLC | 38,255 | $293.15万 | 0.51% | 5,690 | 加仓 |
| Timmons Wealth Management, LLC | 37,636 | $288.40万 | 2.11% | 29,953 | 加仓 |
| LPL Financial LLC | 37,512 | $287.45万 | 0.00% | 16,953 | 加仓 |
| Platt Wealth Management LLC | 36,742 | $281.50万 | 2.26% | 9,782 | 加仓 |
| Dakota Wealth Management | 35,875 | $274.91万 | 0.05% | 3,201 | 加仓 |
| GREAT VALLEY ADVISOR GROUP, INC. | 32,858 | $251.79万 | 0.04% | 23,303 | 加仓 |
| Bedel Financial Consulting, Inc. | 30,560 | $234.18万 | 0.22% | 30,560 | 新建仓 |
| JPMORGAN CHASE & CO | 28,573 | $218.93万 | 0.00% | 28,473 | 加仓 |
| Aprio Wealth Management, LLC | 27,970 | $214.33万 | 0.11% | 1,025 | 加仓 |
| MBM WEALTH CONSULTANTS, LLC | 27,594 | $211.45万 | 0.41% | 27,594 | 新建仓 |
| Harbor Group, Inc. | 25,899 | $198.46万 | 0.23% | -5,559 | 减仓 |
| Stonebridge Financial Group, LLC | 23,716 | $181.74万 | 0.14% | 8,888 | 加仓 |
| Verum Partners LLC | 23,102 | $177.03万 | 0.26% | 1,601 | 加仓 |
| Burton Enright Welch | 21,387 | $163.89万 | 0.19% | 5,892 | 加仓 |
| Karpus Management, Inc. | 21,000 | $160.92万 | 0.05% | 21,000 | 新建仓 |
| BOSTON FAMILY OFFICE LLC | 20,487 | $157.00万 | 0.10% | 5,252 | 加仓 |
| Financial Engines Advisors L.L.C. | 19,906 | $152.54万 | 0.00% | 1,088 | 加仓 |
| HighTower Advisors, LLC | 18,959 | $145.28万 | 0.00% | 18,959 | 新建仓 |
| CRA Financial Services, LLC | 17,988 | $137.84万 | 0.16% | -335 | 减仓 |
| Essex Financial Services, Inc. | 17,622 | $135.04万 | 0.07% | 2,795 | 加仓 |
| Pandowealth. LLC | 16,754 | $128.39万 | 0.66% | 7,650 | 加仓 |
| Baker Ellis Asset Management LLC | 16,400 | $125.67万 | 0.13% | 1,000 | 加仓 |
| Integrated Wealth Concepts LLC | 16,016 | $122.73万 | 0.01% | 7,301 | 加仓 |
| NEUBERGER BERMAN GROUP LLC | 15,910 | $121.92万 | 0.00% | 0 | 不变 |
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 🔒