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 🔒 | ||||||||
2026Q2 买入最多
| GOLDMAN SACHS GROUP INC | 加仓 | $1,297.94万 |
| HALL CAPITAL MANAGEMENT CO INC | 新建仓 | $967.82万 |
| Savant Capital, LLC | 加仓 | $818.34万 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 加仓 | $703.31万 |
| Focus Partners Advisor Solutions, LLC | 加仓 | $579.32万 |
| Clearstead Advisors, LLC | 加仓 | $431.24万 |
| S.A. Mason LLC | 加仓 | $400.73万 |
| OSAIC HOLDINGS, INC. | 加仓 | $394.76万 |
| WELLS FARGO & COMPANY/MN | 加仓 | $354.55万 |
| Callan Family Office, LLC | 新建仓 | $313.50万 |
| BANK OF AMERICA CORP /DE/ | 加仓 | $307.18万 |
| Americana Partners, LLC | 新建仓 | $299.88万 |
| HighTower Advisors, LLC | 加仓 | $287.57万 |
| Elequin Capital, LP | 加仓 | $277.51万 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 加仓 | $246.38万 |
| LPL Financial LLC | 加仓 | $218.60万 |
| Farther Finance Advisors, LLC | 加仓 | $207.52万 |
| JONES FINANCIAL COMPANIES LLLP | 加仓 | $198.42万 |
| UBS Group AG | 加仓 | $170.66万 |
| HUB Investment Partners, LLC | 加仓 | $163.42万 |
2026Q2 卖出最多
| Corient Private Wealth LP | 减仓 | -$1,367.20万 |
| MERCER GLOBAL ADVISORS INC /ADV | 减仓 | -$757.58万 |
| RAYMOND JAMES FINANCIAL INC | 减仓 | -$713.01万 |
| TIAA Wealth Investment Management LLC | 减仓 | -$315.90万 |
| IF Advisors, LLC | 减仓 | -$254.29万 |
| TRUIST FINANCIAL CORP | 减仓 | -$249.38万 |
| Capital Investment Services of America, Inc. | 减仓 | -$234.13万 |
| Private Advisor Group, LLC | 减仓 | -$196.76万 |
| TCI Wealth Advisors, Inc. | 减仓 | -$136.89万 |
| Pillar Financial Advisors, LLC | 减仓 | -$130.05万 |
| MORGAN STANLEY | 减仓 | -$122.20万 |
| Essex Bank | 清仓 | -$81.06万 |
| Firestone Capital Management | 减仓 | -$76.62万 |
| VSM Wealth Advisory, LLC | 清仓 | -$73.11万 |
| Westmount Partners, LLC | 清仓 | -$68.74万 |
| Integrated Wealth Concepts LLC | 减仓 | -$59.52万 |
| Passive Capital Management, LLC. | 减仓 | -$56.74万 |
| Delos Wealth Advisors, LLC | 减仓 | -$53.89万 |
| Allodium Investment Consultants, LLC | 减仓 | -$53.13万 |
| Whitegate Investment Counselors, Inc. | 减仓 | -$51.16万 |
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 |
|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | 1,254,555 | $1.27亿 | 0.16% | -74,778 | 减仓 |
| Wescott Financial Advisory Group, LLC | 739,648 | $7,493.38万 | 5.80% | 14,129 | 加仓 |
| BANK OF AMERICA CORP /DE/ | 409,264 | $4,146.25万 | 0.00% | 30,321 | 加仓 |
| Gleason Group, Inc. | 312,892 | $3,169.91万 | 2.77% | 13,330 | 加仓 |
| TIAA Wealth Investment Management LLC | 234,984 | $2,380.62万 | 0.16% | -31,182 | 减仓 |
| SEEDS INVESTOR LLC | 198,242 | $2,008.39万 | 2.06% | 4,138 | 加仓 |
| WELLS FARGO & COMPANY/MN | 189,383 | $1,918.65万 | 0.00% | 34,996 | 加仓 |
| Savant Capital, LLC | 181,064 | $1,832.64万 | 0.05% | 80,851 | 加仓 |
| RAYMOND JAMES FINANCIAL INC | 168,178 | $1,703.81万 | 0.00% | -70,379 | 减仓 |
| GOLDMAN SACHS GROUP INC | 157,546 | $1,596.10万 | 0.00% | 128,116 | 加仓 |
| Cetera Investment Advisers | 120,115 | $1,216.89万 | 0.01% | 4,832 | 加仓 |
| MORGAN STANLEY | 101,975 | $1,033.11万 | 0.00% | -12,062 | 减仓 |
| ENVESTNET ASSET MANAGEMENT INC | 100,525 | $1,018.42万 | 0.00% | 8,187 | 加仓 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 99,216 | $1,005.16万 | 0.01% | 69,422 | 加仓 |
| LPL Financial LLC | 97,134 | $984.07万 | 0.00% | 21,577 | 加仓 |
| Beacon Bank & Trust | 96,154 | $974.14万 | 1.86% | 1,926 | 加仓 |
| HALL CAPITAL MANAGEMENT CO INC | 95,531 | $967.82万 | 3.01% | 95,531 | 新建仓 |
| Beaird Harris Wealth Management, LLC | 94,970 | $962.14万 | 0.60% | -3,934 | 减仓 |
| JONES FINANCIAL COMPANIES LLLP | 94,954 | $961.60万 | 0.00% | 19,593 | 加仓 |
| Stonebridge Capital Advisors LLC | 94,224 | $954.58万 | 0.61% | 4,218 | 加仓 |
| S.A. Mason LLC | 92,425 | $936.36万 | 2.88% | 39,555 | 加仓 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 90,508 | $915.22万 | 0.02% | 24,365 | 加仓 |
| Beacon Pointe Advisors, LLC | 88,991 | $901.57万 | 0.04% | 5,204 | 加仓 |
| Altiora Financial Group, LLC | 87,674 | $888.23万 | 1.40% | 13,160 | 加仓 |
| COMMONWEALTH EQUITY SERVICES, LLC | 83,629 | $847.24万 | 0.01% | -1,906 | 减仓 |
| Hughes Financial Services, LLC | 81,423 | $824.90万 | 1.09% | 5,811 | 加仓 |
| Clearstead Advisors, LLC | 80,436 | $814.90万 | 0.08% | 42,566 | 加仓 |
| Focus Partners Advisor Solutions, LLC | 76,988 | $779.97万 | 0.07% | 57,182 | 加仓 |
| TRUIST FINANCIAL CORP | 71,012 | $719.42万 | 0.01% | -24,616 | 减仓 |
| OSAIC HOLDINGS, INC. | 66,517 | $673.93万 | 0.01% | 38,963 | 加仓 |
| Apella Capital, LLC | 64,172 | $648.90万 | 0.09% | -1,332 | 减仓 |
| MAYPORT, LLC | 63,855 | $646.92万 | 1.00% | 1,849 | 加仓 |
| UBS Group AG | 62,184 | $629.99万 | 0.00% | 16,845 | 加仓 |
| Haverford Trust Co | 61,563 | $623.69万 | 0.05% | 6,384 | 加仓 |
| RW Investment Management LLC | 61,269 | $620.72万 | 0.54% | 12,992 | 加仓 |
| ECLECTIC ASSOCIATES INC /ADV | 61,227 | $620.29万 | 0.71% | 10,080 | 加仓 |
| GenTrust, LLC | 58,684 | $594.52万 | 0.23% | -1,878 | 减仓 |
| Capital Investment Services of America, Inc. | 53,210 | $539.07万 | 0.53% | -23,110 | 减仓 |
| Farther Finance Advisors, LLC | 51,760 | $524.38万 | 0.04% | 20,484 | 加仓 |
| ROYAL BANK OF CANADA | 51,351 | $520.20万 | 0.00% | 14,977 | 加仓 |
| Topsail Wealth Management, LLC | 51,216 | $518.87万 | 0.66% | 109 | 加仓 |
| Firestone Capital Management | 51,071 | $517.40万 | 0.96% | -7,563 | 减仓 |
| BlueChip Wealth Advisors LLC | 45,299 | $458.92万 | 1.74% | 5,208 | 加仓 |
| Ashton Thomas Private Wealth, LLC | 43,681 | $442.53万 | 0.09% | -3,815 | 减仓 |
| Dakota Wealth Management | 41,779 | $423.26万 | 0.08% | -500 | 减仓 |
| Financial Engines Advisors L.L.C. | 40,760 | $412.94万 | 0.01% | 7,216 | 加仓 |
| Sanchez Levi Garrett | 40,227 | $407.54万 | 2.21% | 0 | 不变 |
| Mariner, LLC | 39,496 | $400.13万 | 0.00% | 2,997 | 加仓 |
| Bedel Financial Consulting, Inc. | 38,035 | $385.33万 | 0.36% | 3,228 | 加仓 |
| Corient Private Wealth LP | 35,688 | $361.55万 | 0.01% | -134,953 | 减仓 |
内部人交易（Form 4）
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