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 🔒 | ||||||||
2026Q2 买入最多
| MORGAN STANLEY | 加仓 | $2,172.83万 |
| Manhattan West Asset Management, LLC | 加仓 | $1,134.54万 |
| MAI Capital Management | 新建仓 | $960.01万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $844.86万 |
| Wedmont Private Capital | 加仓 | $495.62万 |
| GUGGENHEIM CAPITAL LLC | 加仓 | $489.32万 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 新建仓 | $377.91万 |
| Three Arch Wealth Management LLC | 新建仓 | $293.78万 |
| NATIXIS ADVISORS, LLC | 新建仓 | $278.40万 |
| Corient Private Wealth LP | 加仓 | $265.52万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $259.48万 |
| CAPTRUST FINANCIAL ADVISORS | 加仓 | $257.60万 |
| Entruity Wealth, LLC | 新建仓 | $232.19万 |
| BAILARD, INC. | 新建仓 | $208.14万 |
| SATOVSKY ASSET MANAGEMENT LLC | 新建仓 | $194.03万 |
| Vise Technologies, Inc. | 加仓 | $193.94万 |
| KINGSWOOD WEALTH ADVISORS, LLC | 新建仓 | $193.84万 |
| WRAPMANAGER INC | 新建仓 | $193.15万 |
| Manchester Capital Management LLC | 新建仓 | $181.08万 |
| JPMORGAN CHASE & CO | 加仓 | $178.72万 |
2026Q2 卖出最多
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 减仓 | -$2,548.25万 |
| EVOKE WEALTH, LLC | 清仓 | -$940.67万 |
| JANE STREET GROUP, LLC | 清仓 | -$620.24万 |
| Shared Vision Wealth Group LLC | 清仓 | -$569.48万 |
| Integrated Advisors Network LLC | 减仓 | -$355.26万 |
| HRT FINANCIAL LP | 清仓 | -$186.50万 |
| CITADEL ADVISORS LLC | 减仓 | -$163.15万 |
| Synergy Financial Group, LTD | 清仓 | -$153.11万 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 减仓 | -$120.40万 |
| Luminvest Wealth Management LLC | 减仓 | -$103.38万 |
| Focus Partners Advisor Solutions, LLC | 减仓 | -$98.59万 |
| Integrity Investment Advisors, LLC | 清仓 | -$97.10万 |
| WESPAC Advisors SoCal, LLC | 减仓 | -$58.52万 |
| GOLDMAN SACHS GROUP INC | 清仓 | -$48.78万 |
| AlphaCore Capital LLC | 清仓 | -$46.90万 |
| Root Financial Partners, LLC | 减仓 | -$43.25万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 减仓 | -$40.02万 |
| Nautilus Advisors LLC | 清仓 | -$34.21万 |
| SIMPLEX TRADING, LLC | 清仓 | -$33.99万 |
| Retirement Planning Group, LLC | 减仓 | -$28.73万 |
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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4,181,993 | $4.21亿 | 0.06% | -253,305 | 减仓 |
| Composition Wealth, LLC | 633,969 | $6,377.73万 | 0.75% | -2,379 | 减仓 |
| BANK OF AMERICA CORP /DE/ | 420,883 | $4,234.08万 | 0.00% | 83,982 | 加仓 |
| Cetera Investment Advisers | 263,318 | $2,648.98万 | 0.02% | 10,482 | 加仓 |
| Wedmont Private Capital | 244,141 | $2,443.60万 | 0.67% | 49,518 | 加仓 |
| CAPTRUST FINANCIAL ADVISORS | 235,300 | $2,367.12万 | 0.04% | 25,606 | 加仓 |
| GUGGENHEIM CAPITAL LLC | 227,332 | $2,286.96万 | 0.14% | 48,640 | 加仓 |
| MORGAN STANLEY | 219,452 | $2,207.69万 | 0.00% | 215,987 | 加仓 |
| LPL Financial LLC | 189,536 | $1,906.74万 | 0.00% | 2,197 | 加仓 |
| Pasadena Private Wealth, LLC | 140,810 | $1,416.55万 | 1.80% | 1,777 | 加仓 |
| Manhattan West Asset Management, LLC | 137,411 | $1,382.35万 | 2.31% | 112,777 | 加仓 |
| MAI Capital Management | 95,428 | $960.01万 | 0.04% | 95,428 | 新建仓 |
| Concurrent Investment Advisors, LLC | 92,114 | $926.67万 | 0.08% | -317 | 减仓 |
| Corient Private Wealth LP | 91,669 | $922.20万 | 0.01% | 26,393 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 85,654 | $860.83万 | 0.00% | 25,819 | 加仓 |
| ECLECTIC ASSOCIATES INC /ADV | 78,851 | $793.24万 | 0.90% | 14,376 | 加仓 |
| Creative Planning | 69,671 | $700.89万 | 0.00% | 5,305 | 加仓 |
| Brio Consultants, LLC | 58,901 | $592.55万 | 0.69% | 1,210 | 加仓 |
| Ballast Rock Private Wealth LLC | 50,048 | $503.48万 | 2.33% | 396 | 加仓 |
| Altiora Financial Group, LLC | 50,000 | $503.00万 | 0.79% | 0 | 不变 |
| PFG Advisors | 48,855 | $491.48万 | 0.25% | 1,118 | 加仓 |
| Beacon Pointe Advisors, LLC | 47,768 | $480.54万 | 0.02% | 5,350 | 加仓 |
| Bell Investment Advisors, Inc | 46,838 | $471.19万 | 0.69% | 594 | 加仓 |
| Vise Technologies, Inc. | 44,658 | $449.26万 | 0.05% | 19,278 | 加仓 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 43,500 | $437.04万 | 0.02% | -11,984 | 减仓 |
| NDWM LLC | 43,280 | $435.39万 | 2.56% | 1,478 | 加仓 |
| Bernzott Capital Advisors | 42,692 | $429.48万 | 1.72% | 12,477 | 加仓 |
| Fort Point Capital Partners LLC | 41,652 | $419.02万 | 0.29% | 16,492 | 加仓 |
| Gotham Asset Management, LLC | 39,612 | $398.50万 | 0.01% | 0 | 不变 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 37,566 | $377.91万 | 0.05% | 37,566 | 新建仓 |
| OSAIC HOLDINGS, INC. | 36,518 | $367.40万 | 0.00% | 16,484 | 加仓 |
| Joel Isaacson & Co., LLC | 36,450 | $366.68万 | 0.11% | 12,089 | 加仓 |
| Luminvest Wealth Management LLC | 35,370 | $355.82万 | 0.83% | -10,277 | 减仓 |
| DeLarme Wealth Management, Inc. | 32,557 | $327.52万 | 1.90% | 6,672 | 加仓 |
| Root Financial Partners, LLC | 31,614 | $318.03万 | 0.12% | -4,299 | 减仓 |
| WEDBUSH SECURITIES INC | 29,276 | $294.50万 | 0.08% | 3,000 | 加仓 |
| Three Arch Wealth Management LLC | 29,203 | $293.78万 | 0.45% | 29,203 | 新建仓 |
| RAYMOND JAMES FINANCIAL INC | 29,186 | $293.61万 | 0.00% | -1,617 | 减仓 |
| FLC Capital Advisors | 28,339 | $285.09万 | 0.46% | 2,324 | 加仓 |
| NATIXIS ADVISORS, LLC | 27,674 | $278.40万 | 0.00% | 27,674 | 新建仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 26,627 | $267.87万 | 0.00% | 4,553 | 加仓 |
| Burton Enright Welch | 26,470 | $266.29万 | 0.31% | 6,636 | 加仓 |
| FINANCIAL MANAGEMENT NETWORK INC | 25,044 | $249.49万 | 0.36% | 2,072 | 加仓 |
| EVOLVE PRIVATE WEALTH, LLC | 24,183 | $243.29万 | 0.15% | 1,572 | 加仓 |
| Apella Capital, LLC | 24,267 | $243.22万 | 0.03% | 7,262 | 加仓 |
| Entruity Wealth, LLC | 23,081 | $232.19万 | 1.50% | 23,081 | 新建仓 |
| FF Advisors,LLC | 22,979 | $231.17万 | 0.87% | 0 | 不变 |
| Tower Research Capital LLC (TRC) | 22,891 | $230.28万 | 0.06% | 3,174 | 加仓 |
| JPMORGAN CHASE & CO | 21,493 | $216.23万 | 0.00% | 17,765 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20,834 | $208.53万 | 0.00% | 893 | 加仓 |
内部人交易（Form 4）
VTEC 董事、高管和大股东的最新买卖申报。专业版可看 🔒