VTEC VANGUARD CALIF TAX FREE FDS
TAX EXEMPT BD FD
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 | 212 | 9,494,471 | $9.55亿 | 45 | 89 | 30 | 16 | $6,607.58万 |
| 2026Q1 | 176 | 8,791,838 | $8.73亿 | 29 | 83 | 21 | 1 | $1.05亿 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 加仓 | $3,549.35万 |
| Pasadena Private Wealth, LLC | 新建仓 | $1,377.54万 |
| LPL Financial LLC | 加仓 | $813.40万 |
| Composition Wealth, LLC | 加仓 | $684.91万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $592.09万 |
| Ballast Rock Private Wealth LLC | 加仓 | $430.75万 |
| Integrated Advisors Network LLC | 新建仓 | $428.87万 |
| Wedmont Private Capital | 加仓 | $344.15万 |
| CITADEL ADVISORS LLC | 新建仓 | $330.27万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $329.62万 |
| Luminvest Wealth Management LLC | 加仓 | $309.84万 |
| Bernzott Capital Advisors | 新建仓 | $299.37万 |
| Focus Partners Advisor Solutions, LLC | 新建仓 | $245.06万 |
| Manhattan West Asset Management, LLC | 新建仓 | $244.07万 |
| FF Advisors,LLC | 新建仓 | $230.23万 |
| EVOLVE PRIVATE WEALTH, LLC | 新建仓 | $224.03万 |
| Beacon Pointe Advisors, LLC | 加仓 | $210.69万 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 新建仓 | $199.31万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $198.19万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 加仓 | $170.85万 |
2026Q1 卖出最多
| JANE STREET GROUP, LLC | 减仓 | -$1,977.93万 |
| OLD MISSION CAPITAL LLC | 清仓 | -$505.67万 |
| Corient Private Wealth LP | 减仓 | -$301.71万 |
| GOLDMAN SACHS GROUP INC | 重新持有 | -$242.60万 |
| Cetera Investment Advisers | 减仓 | -$204.66万 |
| SteelPeak Wealth, LLC | 减仓 | -$79.36万 |
| Bridgewater Advisors Inc. | 减仓 | -$64.97万 |
| EVOKE WEALTH, LLC | 减仓 | -$50.36万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$23.82万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$20.98万 |
| INDEPENDENT FINANCIAL GROUP, LLC | 减仓 | -$18.29万 |
| Pandowealth. LLC | 减仓 | -$17.16万 |
| Mariner, LLC | 减仓 | -$15.26万 |
| COMMONWEALTH EQUITY SERVICES, LLC | 减仓 | -$13.88万 |
| WESPAC Advisors SoCal, LLC | 减仓 | -$12.22万 |
| AQR CAPITAL MANAGEMENT LLC | 减仓 | -$5.90万 |
| Blue Trust, Inc. | 重新持有 | -$5.25万 |
| Private Advisor Group, LLC | 减仓 | -$2.30万 |
| Sand Hill Global Advisors, LLC | 减仓 | -$1.73万 |
| EP Wealth Advisors, LLC | 减仓 | -$1.65万 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,435,298 | $4.39亿 | 0.07% | 358,231 | 加仓 |
| Composition Wealth, LLC | 636,348 | $6,304.94万 | 0.87% | 69,127 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 336,901 | $3,338.01万 | 0.00% | 33,268 | 加仓 |
| Cetera Investment Advisers | 252,836 | $2,505.10万 | 0.03% | -20,656 | 减仓 |
| CAPTRUST FINANCIAL ADVISORS | 209,694 | $2,077.61万 | 0.04% | 6,527 | 加仓 |
| Wedmont Private Capital | 194,623 | $1,940.88万 | 0.62% | 34,510 | 加仓 |
| LPL Financial LLC | 187,339 | $1,856.16万 | 0.00% | 82,095 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 178,692 | $1,770.48万 | 0.14% | 59,759 | 加仓 |
| Pasadena Private Wealth, LLC | 139,033 | $1,377.54万 | 1.90% | 139,033 | 新建仓 |
| EVOKE WEALTH, LLC | 94,940 | $940.67万 | 0.17% | -5,083 | 减仓 |
| Concurrent Investment Advisors, LLC | 92,431 | $915.81万 | 0.10% | 5,377 | 加仓 |
| Corient Private Wealth LP | 65,276 | $646.82万 | 0.01% | -30,448 | 减仓 |
| ECLECTIC ASSOCIATES INC /ADV | 64,475 | $638.82万 | 0.85% | 941 | 加仓 |
| Creative Planning | 64,366 | $637.74万 | 0.00% | 5,200 | 加仓 |
| JANE STREET GROUP, LLC | 62,600 | $620.24万 | 0.00% | -199,630 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 59,835 | $590.39万 | 0.00% | 20,086 | 加仓 |
| Brio Consultants, LLC | 57,691 | $574.78万 | 0.67% | 3,297 | 加仓 |
| Shared Vision Wealth Group LLC | 57,477 | $569.48万 | 2.32% | 12,967 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 55,484 | $549.74万 | 0.03% | 17,243 | 加仓 |
| Altiora Financial Group, LLC | 50,000 | $495.40万 | 0.82% | 0 | 不变 |
| Ballast Rock Private Wealth LLC | 49,652 | $491.95万 | 2.72% | 43,475 | 加仓 |
| PFG Advisors | 47,737 | $472.98万 | 0.23% | 3,816 | 加仓 |
| Bell Investment Advisors, Inc | 46,244 | $458.18万 | 0.72% | 1,072 | 加仓 |
| Luminvest Wealth Management LLC | 45,647 | $452.27万 | 1.18% | 31,272 | 加仓 |
| Integrated Advisors Network LLC | 43,285 | $428.87万 | 0.23% | 43,285 | 新建仓 |
| Beacon Pointe Advisors, LLC | 42,418 | $420.28万 | 0.02% | 21,265 | 加仓 |
| NDWM LLC | 41,802 | $414.18万 | 2.69% | 6,664 | 加仓 |
| Gotham Asset Management, LLC | 39,612 | $392.48万 | 0.01% | 0 | 不变 |
| Root Financial Partners, LLC | 35,913 | $355.82万 | 0.16% | 10,562 | 加仓 |
| CITADEL ADVISORS LLC | 33,334 | $330.27万 | 0.00% | 33,334 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 30,803 | $305.20万 | 0.00% | -27 | 减仓 |
| Bernzott Capital Advisors | 30,215 | $299.37万 | 1.43% | 30,215 | 新建仓 |
| WEDBUSH SECURITIES INC | 26,276 | $260.30万 | 0.08% | 7,480 | 加仓 |
| FLC Capital Advisors | 26,015 | $257.76万 | 0.46% | 3,438 | 加仓 |
| DeLarme Wealth Management, Inc. | 25,885 | $256.47万 | 1.65% | 10,703 | 加仓 |
| Vise Technologies, Inc. | 25,380 | $254.46万 | 0.05% | 0 | 不变 |
| Fort Point Capital Partners LLC | 25,160 | $249.29万 | 0.30% | 748 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 24,734 | $245.06万 | 0.02% | 24,734 | 新建仓 |
| Manhattan West Asset Management, LLC | 24,634 | $244.07万 | 0.48% | 24,634 | 新建仓 |
| Joel Isaacson & Co., LLC | 24,361 | $241.37万 | 0.08% | 15,030 | 加仓 |
| FF Advisors,LLC | 22,979 | $230.23万 | 0.84% | 22,979 | 新建仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 22,972 | $229.54万 | 0.35% | 1,012 | 加仓 |
| EVOLVE PRIVATE WEALTH, LLC | 22,611 | $224.03万 | 0.12% | 22,611 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 22,074 | $218.71万 | 0.00% | -1,401 | 减仓 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 19,947 | $199.31万 | 0.03% | 19,947 | 新建仓 |
| OSAIC HOLDINGS, INC. | 20,034 | $198.50万 | 0.00% | -2,404 | 减仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19,941 | $198.09万 | 0.00% | 8,110 | 加仓 |
| Burton Enright Welch | 19,834 | $196.52万 | 0.27% | 3,118 | 加仓 |
| Tower Research Capital LLC (TRC) | 19,717 | $195.36万 | 0.05% | 4,004 | 加仓 |
| HRT FINANCIAL LP | 18,824 | $186.50万 | 0.00% | 15,869 | 重新持有 |
内部人交易（Form 4）
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