13FBOX
VANGUARD MORNINGSTAR MID-CAP VALUE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
V

VANGUARD MORNINGSTAR MID-CAP VALUE ETF

VOE
持有机构数
1242
机构合计市值 (Q2 2026)
$145.81亿
机构合计股数 (Q2 2026)
7,463.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+349.5万股
565 · 106 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-263.7万股
483 · 78 清仓 · ≈
⚖️ 净额
+85.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$145.81亿
持有机构数
1242
新买入
106
加仓
459
减仓
405
清仓
78
持股不变
272
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
摩根士丹利MORGAN STANLEY
0.05%0.05%#720$9.66亿488.7万股$8.30亿475.6万股+13.1万股+2.76%加仓
EP财富顾问EP Wealth Advisors, LLC
3.39%3.75%#38$8.87亿448.9万股$7.63亿414.0万股+34.9万股+8.42%加仓
AssetMarkASSETMARK, INC
1.5%1.63%#108$8.75亿442.7万股$7.99亿433.3万股+9.3万股+2.16%加仓
Betterment智能投顾Betterment LLC
1.17%1.31%#122$6.93亿350.7万股$6.90亿374.2万股-23.5万股-6.28%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.27%0.27%#310$6.72亿337.8万股$5.71亿313.3万股+24.4万股+7.80%加仓
美国银行BANK OF AMERICA CORP /DE/
0.04%0.04%#775$6.16亿311.9万股$5.61亿304.5万股+7.4万股+2.42%加仓
富国银行WELLS FARGO & COMPANY/MN
0.09%0.09%#574$5.39亿272.6万股$4.95亿268.8万股+3.8万股+1.42%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.07%0.08%#640$4.50亿227.8万股$4.46亿242.2万股-14.3万股-5.91%减仓
瑞银集团UBS Group AG
0.04%0.04%#786$3.04亿153.7万股$2.70亿146.5万股+7.2万股+4.91%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.14%0.16%#447$2.84亿143.9万股$2.69亿146.1万股-2.2万股-1.51%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.94%1.15%#143$2.74亿138.6万股$3.00亿162.7万股-24.1万股-14.79%减仓
STEPHENS GROUP ASSET MANAGEMENT, LLC
13.66%14.34%#1$2.42亿122.3万股$2.25亿122.1万股+2,020股+0.17%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#691$2.41亿122.0万股$2.22亿120.5万股+1.4万股+1.18%加仓
LPL金融LPL Financial LLC
0.05%0.05%#717$2.30亿116.2万股$2.02亿109.4万股+6.8万股+6.19%加仓
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
1.66%1.51%#95$2.24亿113.6万股$2.01亿109.0万股+4.5万股+4.17%加仓
富达投资FMR LLC
0.01%0.01%#1025$2.20亿111.6万股$2.04亿110.9万股+7,067股+0.64%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.12%0.12%#490$2.19亿110.9万股$1.93亿104.6万股+6.4万股+6.09%加仓
奥格尔财富管理Orgel Wealth Management, LLC
3.6%3.57%#32$1.90亿96.2万股$1.66亿89.9万股+6.3万股+6.99%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.03%0.04%#842$1.49亿75.4万股$1.63亿88.3万股-12.9万股-14.65%减仓
Stifel金融STIFEL FINANCIAL CORP
0.12%0.12%#480$1.46亿73.9万股$1.30亿70.3万股+3.6万股+5.17%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.04%0.04%#781$1.44亿73.0万股$1.33亿72.0万股+9,846股+1.37%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.16%0.18%#408$1.40亿70.7万股$1.22亿66.0万股+4.8万股+7.22%加仓
Focus Partners财富Focus Partners Wealth
0.13%0.14%#458$1.29亿65.4万股$1.26亿68.4万股-3.0万股-4.41%减仓
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
0.93%0.96%#145$1.24亿62.6万股$1.13亿61.2万股+1.4万股+2.29%加仓
MarinerMariner, LLC
0.13%0.13%#469$1.22亿61.7万股$1.11亿60.3万股+1.4万股+2.32%加仓
SYM FINANCIAL Corp
9.04%10.44%#7$1.12亿56.9万股$1.05亿56.7万股+1,837股+0.32%加仓
Waverly顾问Waverly Advisors, LLC
0.59%0.73%#194$1.03亿51.9万股$9,765.6万53.0万股-1.1万股-2.10%减仓
美国合众银行US BANCORP \DE\
0.11%0.11%#511$9,962.3万50.4万股$9,317.7万50.6万股-1,465股-0.29%减仓
Avior Wealth Management, LLC
2.87%2.76%#51$9,732.3万52.8万股$9,732.3万52.8万股00.00%持仓不变
Creative Planning财富管理Creative Planning
0.05%0.05%#707$9,193.2万46.5万股$7,992.3万43.4万股+3.2万股+7.27%加仓
Cetera投资顾问Cetera Investment Advisers
0.08%0.08%#616$8,289.7万42.0万股$7,818.9万42.4万股-4,777股-1.13%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.1%0.1%#530$8,096.7万41.0万股$7,400.5万40.2万股+8,160股+2.03%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.12%0.13%#482$7,858.6万39.8万股$7,356.0万39.9万股-1,475股-0.37%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#1109$7,614.3万38.3万股$6,967.6万38.4万股-827股-0.22%减仓
McAdam, LLC
2.92%2.94%#49$7,564.8万38.3万股$6,523.2万35.4万股+2.9万股+8.15%加仓
Rodgers & Associates, LTD
6.7%7.02%#12$7,384.0万37.4万股$6,898.8万37.4万股-685股-0.18%减仓
Truist金融TRUIST FINANCIAL CORP
0.08%0.08%#601$6,715.3万34.0万股$6,300.6万34.2万股-2,058股-0.60%减仓
Everhart Financial Group, Inc.
4.05%0.99%#29$6,323.1万32.0万股$1,168.3万6.3万股+25.7万股+404.73%加仓
HighTower顾问HighTower Advisors, LLC
0.06%0.06%#677$6,189.9万31.3万股$6,022.7万32.7万股-1.4万股-4.15%减仓
Krilogy Financial LLC
1.8%1.84%#83$6,089.1万30.8万股$5,713.4万30.0万股+8,552股+2.85%加仓
Berman McAleer LLC
6.97%7.7%#11$6,020.6万30.5万股$5,642.1万30.6万股-1,482股-0.48%减仓
CIBC美国CIBC Bancorp USA Inc.
0.07%0.07%#628$5,893.0万29.6万股$5,043.6万27.5万股+2.1万股+7.68%加仓
Corient私人财富Corient Private Wealth LLC
0.04%0.07%#768$5,426.8万27.5万股$5,061.7万27.5万股-396股-0.14%减仓
INSPIRION WEALTH ADVISORS, LLC
5.95%6.09%#15$5,196.7万26.2万股$4,894.0万26.6万股-3,448股-1.30%减仓
Trust Co
4.64%4.51%#21$5,147.6万26.1万股$4,809.5万26.1万股-482股-0.18%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.1%0.12%#537$4,916.2万24.9万股$4,454.6万24.2万股+7,068股+2.92%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.16%0.11%#417$4,875.0万24.7万股$3,026.6万16.4万股+8.2万股+50.21%加仓
1832资产管理1832 Asset Management L.P.
0.02%0.04%#894$4,581.4万23.2万股$4,272.6万23.2万股00.00%持仓不变
HUB投资合伙人HUB Investment Partners, LLC
0.79%1.04%#159$4,412.6万22.3万股$4,347.7万23.6万股-1.3万股-5.35%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.4%0.38%#249$4,347.2万22.0万股$3,852.1万20.9万股+1.1万股+5.24%加仓

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