VTES VANGUARD WELLINGTON FD
SHORT TRM TAX EX
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 | 300 | 8,800,497 | $8.93亿 | 33 | 141 | 74 | 17 | $7,435.60万 |
| 2026Q1 | 282 | 8,107,091 | $8.20亿 | 41 | 134 | 50 | 8 | -$509.43万 |
| 付费方案可看全部 11 个季度 🔒 | ||||||||
2026Q1 买入最多
| BANK OF AMERICA CORP /DE/ | 加仓 | $1,010.51万 |
| MORGAN STANLEY | 加仓 | $881.03万 |
| Wescott Financial Advisory Group, LLC | 加仓 | $576.01万 |
| GenTrust, LLC | 加仓 | $324.65万 |
| Mariner, LLC | 加仓 | $313.67万 |
| Haverford Trust Co | 加仓 | $309.78万 |
| Altiora Financial Group, LLC | 加仓 | $307.09万 |
| S.A. Mason LLC | 加仓 | $265.63万 |
| Ausdal Financial Partners, Inc. | 新建仓 | $264.46万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $241.93万 |
| LPL Financial LLC | 加仓 | $236.91万 |
| ENVESTNET ASSET MANAGEMENT INC | 加仓 | $221.70万 |
| SURIENCE PRIVATE WEALTH LLC | 加仓 | $213.03万 |
| MAYPORT, LLC | 加仓 | $209.05万 |
| Integrated Wealth Concepts LLC | 新建仓 | $197.72万 |
| WINNACLE WEALTH LLC | 新建仓 | $164.31万 |
| Gleason Group, Inc. | 加仓 | $163.02万 |
| MERCER GLOBAL ADVISORS INC /ADV | 加仓 | $159.98万 |
| ROYAL BANK OF CANADA | 加仓 | $154.67万 |
| Apella Capital, LLC | 加仓 | $152.59万 |
2026Q1 卖出最多
| TIAA TRUST, NATIONAL ASSOCIATION | 减仓 | -$2,815.22万 |
| Karpus Management, Inc. | 减仓 | -$2,304.47万 |
| Corient Private Wealth LP | 减仓 | -$1,435.53万 |
| Bedel Financial Consulting, Inc. | 减仓 | -$1,314.54万 |
| Legacy PCG, LLC | 清仓 | -$500.01万 |
| GOLDMAN SACHS GROUP INC | 减仓 | -$487.00万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$354.58万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 减仓 | -$320.72万 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 减仓 | -$212.85万 |
| CITADEL ADVISORS LLC | 清仓 | -$186.89万 |
| Focus Partners Advisor Solutions, LLC | 重新持有 | -$176.05万 |
| Elequin Capital, LP | 重新持有 | -$149.80万 |
| OSAIC HOLDINGS, INC. | 减仓 | -$120.25万 |
| EverSource Wealth Advisors, LLC | 减仓 | -$94.98万 |
| STIFEL FINANCIAL CORP | 减仓 | -$90.14万 |
| Modern Wealth Management, LLC | 减仓 | -$81.89万 |
| Savant Capital, LLC | 减仓 | -$61.88万 |
| Burton Enright Welch | 减仓 | -$56.96万 |
| TAGStone Capital, Inc. | 减仓 | -$45.41万 |
| BURNEY CO/ | 减仓 | -$33.21万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,329,333 | $1.34亿 | 0.20% | 15,818 | 加仓 |
| Wescott Financial Advisory Group, LLC | 725,519 | $7,337.89万 | 6.43% | 56,952 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 378,943 | $3,832.63万 | 0.00% | 99,912 | 加仓 |
| Gleason Group, Inc. | 299,562 | $3,029.77万 | 3.00% | 16,118 | 加仓 |
| TIAA Wealth Investment Management LLC | 266,166 | $2,692.00万 | 0.21% | — | — |
| RAYMOND JAMES FINANCIAL INC | 238,557 | $2,412.77万 | 0.01% | -35,058 | 减仓 |
| SEEDS INVESTOR LLC | 194,104 | $1,966.86万 | 2.68% | 4,546 | 加仓 |
| Corient Private Wealth LP | 170,641 | $1,719.39万 | 0.02% | -142,469 | 减仓 |
| WELLS FARGO & COMPANY/MN | 154,387 | $1,561.47万 | 0.00% | 14,198 | 加仓 |
| Cetera Investment Advisers | 115,283 | $1,165.97万 | 0.01% | -958 | 减仓 |
| MORGAN STANLEY | 114,037 | $1,153.37万 | 0.00% | 87,110 | 加仓 |
| Savant Capital, LLC | 100,213 | $1,013.55万 | 0.05% | -6,118 | 减仓 |
| Beaird Harris Wealth Management, LLC | 98,904 | $1,000.32万 | 0.68% | -2,550 | 减仓 |
| TRUIST FINANCIAL CORP | 95,628 | $967.18万 | 0.01% | 14,395 | 加仓 |
| Beacon Bank & Trust | 94,228 | $953.02万 | 1.95% | 3,717 | 加仓 |
| ENVESTNET ASSET MANAGEMENT INC | 92,338 | $933.91万 | 0.00% | 21,920 | 加仓 |
| Stonebridge Capital Advisors LLC | 90,006 | $910.32万 | 0.64% | -1,909 | 减仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 85,535 | $865.10万 | 0.01% | -2,105 | 减仓 |
| Beacon Pointe Advisors, LLC | 83,787 | $847.43万 | 0.04% | -1,624 | 减仓 |
| Capital Investment Services of America, Inc. | 76,320 | $771.90万 | 0.81% | -100 | 减仓 |
| Hughes Financial Services, LLC | 75,612 | $764.74万 | 1.17% | 3,465 | 加仓 |
| LPL Financial LLC | 75,557 | $764.19万 | 0.00% | 23,424 | 加仓 |
| JONES FINANCIAL COMPANIES LLLP | 75,361 | $761.00万 | 0.00% | 8,007 | 加仓 |
| Altiora Financial Group, LLC | 74,514 | $753.64万 | 1.24% | 30,363 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 66,143 | $668.67万 | 0.01% | -31,725 | 减仓 |
| Apella Capital, LLC | 65,504 | $664.48万 | 0.10% | 15,042 | 加仓 |
| MAYPORT, LLC | 62,006 | $627.13万 | 1.17% | 20,669 | 加仓 |
| GenTrust, LLC | 60,562 | $612.53万 | 0.26% | 32,099 | 加仓 |
| Firestone Capital Management | 58,634 | $593.03万 | 1.23% | 3,942 | 加仓 |
| Haverford Trust Co | 55,179 | $558.08万 | 0.05% | 30,629 | 加仓 |
| S.A. Mason LLC | 52,870 | $534.73万 | 2.01% | 26,264 | 加仓 |
| ECLECTIC ASSOCIATES INC /ADV | 51,147 | $517.30万 | 0.69% | 2,173 | 加仓 |
| Topsail Wealth Management, LLC | 51,107 | $516.89万 | 0.76% | 2 | 加仓 |
| RW Investment Management LLC | 48,277 | $488.27万 | 0.47% | — | — |
| Ashton Thomas Private Wealth, LLC | 47,496 | $480.37万 | 0.11% | 1,047 | 加仓 |
| First Affirmative Financial Network | 46,945 | $474.80万 | 1.84% | — | — |
| UBS Group AG | 45,339 | $458.56万 | 0.00% | 5,967 | 加仓 |
| IF Advisors, LLC | 44,500 | $450.07万 | 3.18% | 4,500 | 加仓 |
| Dakota Wealth Management | 42,279 | $427.61万 | 0.09% | -1,800 | 减仓 |
| Sanchez Levi Garrett | 40,227 | $406.86万 | 2.55% | — | — |
| BlueChip Wealth Advisors LLC | 40,091 | $405.49万 | 1.78% | 9,665 | 加仓 |
| TCI Wealth Advisors, Inc. | 38,667 | $391.08万 | 0.21% | -982 | 减仓 |
| Clearstead Advisors, LLC | 37,870 | $383.02万 | 0.03% | 13,690 | 加仓 |
| Haven Private, LLC | 37,453 | $378.80万 | 1.65% | 4,729 | 加仓 |
| Private Advisor Group, LLC | 36,926 | $373.47万 | 0.02% | 890 | 加仓 |
| Mariner, LLC | 36,499 | $369.15万 | 0.00% | 31,013 | 加仓 |
| ROYAL BANK OF CANADA | 36,374 | $367.90万 | 0.00% | 15,292 | 加仓 |
| Karpus Management, Inc. | 34,950 | $353.48万 | 0.11% | -227,850 | 减仓 |
| Bedel Financial Consulting, Inc. | 34,807 | $352.04万 | 0.40% | -129,972 | 减仓 |
| Financial Engines Advisors L.L.C. | 33,544 | $339.26万 | 0.01% | 200 | 加仓 |
内部人交易（Form 4）
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