13FBOX
先锋领航·MALVERN FDS · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航·MALVERN FDS

VANGUARD MALVERN FDSVTIP
持有机构数
952
机构合计市值 (Q2 2026)
$112.98亿
机构合计股数 (Q2 2026)
2.25亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+3,743.1万股
605 · 107 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-1,338.2万股
287 · 65 清仓 · ≈
⚖️ 净额
+2,404.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$112.98亿
持有机构数
952
新买入
107
加仓
498
减仓
222
清仓
65
持股不变
125
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
LPL金融LPL Financial LLC
0.21%0.24%#389$9.31亿1,852.6万股$8.89亿1,778.9万股+73.7万股+4.14%加仓
Valmark顾问Valmark Advisers, Inc.
3.92%4.2%#57$3.69亿734.8万股$3.53亿707.4万股+27.4万股+3.87%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.03%0.07%#646$3.66亿728.1万股$5.83亿1,167.9万股-439.8万股-37.65%减仓
Savant资本Savant Capital, LLC
1.04%0.85%#189$3.53亿704.9万股$1.75亿350.6万股+354.4万股+101.09%加仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#721$3.23亿644.0万股$2.16亿426.8万股+217.2万股+50.89%加仓
Wealthfront顾问Wealthfront Advisers LLC
0.59%0.53%#247$3.08亿613.7万股$2.43亿485.5万股+128.2万股+26.41%加仓
SEI投资SEI INVESTMENTS CO
0.26%0.26%#355$3.02亿602.0万股$2.86亿572.8万股+29.2万股+5.10%加仓
剑桥联合CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
4.12%6.08%#49$2.85亿568.3万股$2.12亿424.7万股+143.6万股+33.81%加仓
Focus Partners财富Focus Partners Wealth
0.27%0.26%#352$2.68亿533.8万股$2.30亿460.3万股+73.5万股+15.96%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
3.77%4.22%#59$2.58亿514.6万股$2.44亿489.1万股+25.5万股+5.22%加仓
Wealthspire顾问Wealthspire Advisors, LLC
1.39%1.75%#161$2.53亿504.6万股$2.23亿445.6万股+59.0万股+13.23%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
2.13%2.1%#122$2.51亿499.6万股$2.09亿418.1万股+81.5万股+19.49%加仓
富达投资FMR LLC
0.01%0.01%#775$2.41亿479.0万股$2.47亿494.3万股-15.2万股-3.08%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.06%#589$2.18亿434.6万股$2.16亿432.5万股+2.1万股+0.48%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#739$2.17亿432.0万股$1.90亿379.8万股+52.3万股+13.77%加仓
Klingman & Associates, LLC
5.58%5.8%#31$1.31亿261.2万股$1.21亿242.5万股+18.6万股+7.68%加仓
HighTower顾问HighTower Advisors, LLC
0.12%0.15%#478$1.20亿238.6万股$1.42亿284.7万股-46.1万股-16.19%减仓
MAI资本管理MAI Capital Management
0.44%<0.01%#284$1.17亿233.9万股$18.6万3,727股+233.5万股+62,651.95%加仓
EVOKE WEALTH, LLC
2.27%2.07%#113$1.16亿231.3万股$1.16亿231.3万股00.00%持仓不变
Alesco Advisors, LLC, An ESL Co
2.42%2.68%#108$1.06亿210.3万股$1.05亿210.1万股+2,259股+0.11%加仓
BOK Financial Private Wealth, Inc.
5.23%5.08%#34$1.02亿203.1万股$8,416.8万168.5万股+34.6万股+20.52%加仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#731$9,812.8万195.4万股$1.23亿246.6万股-51.3万股-20.80%减仓
STUDIO INVESTMENT MANAGEMENT LLC
15.87%16.68%#4$9,389.8万186.9万股$9,252.9万185.2万股+1.7万股+0.91%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.03%#596$9,280.8万184.8万股$5,509.2万110.3万股+74.5万股+67.52%加仓
Cerity合伙人Cerity Partners LLC
0.11%0.05%#488$8,747.8万174.2万股$3,526.6万70.6万股+103.6万股+146.67%加仓
SATOVSKY ASSET MANAGEMENT LLC
13.77%15.07%#6$8,634.2万171.9万股$8,539.6万171.0万股+9,311股+0.54%加仓
AssetMarkASSETMARK, INC
0.14%0.1%#436$8,406.3万167.4万股$4,779.0万95.7万股+71.7万股+74.92%加仓
FIRST INTERSTATE BANK
4.11%4.27%#50$7,880.7万156.9万股$7,597.0万152.1万股+4.8万股+3.16%加仓
Strategic Financial Services, Inc.
3.4%3.49%#67$7,753.7万154.4万股$7,335.2万146.9万股+7.5万股+5.12%加仓
True Link Financial Advisors, LLC
4.43%4.54%#42$7,663.3万152.6万股$7,347.7万147.1万股+5.5万股+3.71%加仓
罗素投资集团Russell Investments Group, Ltd.
0.06%0.07%#577$7,427.6万147.9万股$7,386.0万147.9万股+36股+0.00%加仓
ARMSTRONG ADVISORY GROUP, INC
4.45%0.02%#40$7,310.6万145.5万股$27.4万5,483股+145.0万股+26,444.26%加仓
Betterment智能投顾Betterment LLC
0.12%0.14%#476$6,933.0万138.0万股$7,317.9万146.5万股-8.5万股-5.79%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#849$6,706.5万133.4万股$4,455.7万89.2万股+44.1万股+49.47%加仓
Arax顾问Arax Advisory Partners
0.43%0.01%#285$6,548.0万130.4万股$26.3万5,262股+129.8万股+24,673.76%加仓
Empowered FundsEmpowered Funds, LLC
0.33%0.43%#332$6,234.7万125.8万股$6,729.0万134.8万股-8.9万股-6.64%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.77%0.82%#215$6,076.6万121.0万股$5,237.0万104.8万股+16.1万股+15.39%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#802$5,992.7万119.3万股$5,893.6万118.0万股+1.3万股+1.12%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.07%0.07%#551$5,948.4万118.4万股$4,648.8万93.1万股+25.4万股+27.24%加仓
Garde Capital, Inc.
2.6%3.29%#97$5,808.5万115.6万股$5,498.0万110.1万股+5.6万股+5.06%加仓
Cetera投资顾问Cetera Investment Advisers
0.05%0.06%#587$5,758.1万114.6万股$5,454.8万109.2万股+5.4万股+4.97%加仓
Fairway Wealth LLC
11.44%5.32%#7$5,559.7万111.2万股$2,017.3万110.4万股+7,847股+0.71%加仓
瑞银集团UBS Group AG
0.01%0.01%#817$5,336.8万106.2万股$5,445.9万109.0万股-2.8万股-2.55%减仓
Accredited Investors Inc.
2.2%#116$5,095.3万101.4万股$00股+101.4万股新买入
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#781$4,844.1万96.4万股$2,559.3万51.3万股+45.2万股+88.12%加仓
TRUST CO OF VERMONT
1.69%#144$4,522.9万90.0万股$00股+90.0万股新买入
ALTFEST L J & CO INC
4.15%5.37%#47$4,280.0万85.2万股$5,018.2万100.5万股-15.3万股-15.19%减仓
Pacific Sage Partners, LLC
5.79%5.9%#28$4,067.4万81.0万股$3,748.8万75.1万股+5.9万股+7.89%加仓
MOLLER WEALTH PARTNERS
7.34%7.73%#16$4,056.2万80.8万股$3,913.1万78.3万股+2.4万股+3.08%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#774$3,999.5万79.6万股$3,553.8万71.1万股+8.5万股+11.91%加仓

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