13FBOX
Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf · 13F 机构持仓分析
期权收益计算器 机构排行
V

Vanguard Wellington Fund Short-Term Tax Exempt Bond Etf

VTES
持有机构数
299
机构合计市值 (Q2 2026)
$8.90亿
机构合计股数 (Q2 2026)
878.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+148.4万股
179 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-68.3万股
95 · 22 清仓 · ≈
⚖️ 净额
+80.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.90亿
持有机构数
299
新买入
43
加仓
136
减仓
73
清仓
22
持股不变
47
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
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.16%0.2%#78$1.27亿125.5万股$1.34亿132.9万股-7.5万股-5.63%减仓
Wescott Financial Advisory Group, LLC
5.8%6.43%#1$7,493.4万74.0万股$7,337.9万72.6万股+1.4万股+1.95%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#254$4,146.3万40.9万股$3,832.6万37.9万股+3.0万股+8.00%加仓
Gleason Group, Inc.
2.77%3%#4$3,169.9万31.3万股$3,029.8万30.0万股+1.3万股+4.45%加仓
TIAA财富投资管理TIAA Wealth Investment Management LLC
0.16%0.21%#77$2,380.6万23.5万股$2,692.0万26.6万股-3.1万股-11.72%减仓
SEEDS INVESTOR LLC
2.06%2.68%#6$2,008.4万19.8万股$1,966.9万19.4万股+4,138股+2.13%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#252$1,918.6万18.9万股$1,561.5万15.4万股+3.5万股+22.67%加仓
Savant资本Savant Capital, LLC
0.05%0.05%#134$1,832.6万18.1万股$1,013.6万10.0万股+8.1万股+80.68%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%0.01%#241$1,703.8万16.8万股$2,412.8万23.9万股-7.0万股-29.50%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#273$1,596.1万15.8万股$297.7万2.9万股+12.8万股+435.32%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#202$1,216.9万12.0万股$1,166.0万11.5万股+4,832股+4.19%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#285$1,033.1万10.2万股$11.8万1,161股+10.1万股+8,683.38%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#260$1,018.4万10.1万股$933.9万9.2万股+8,187股+8.87%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%<0.01%#232$1,005.2万9.9万股$301.3万3.0万股+6.9万股+233.01%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#265$984.1万9.7万股$764.2万7.6万股+2.2万股+28.56%加仓
Beacon Bank & Trust
1.88%1.95%#8$974.1万9.6万股$953.0万9.4万股+1,926股+2.04%加仓
HALL CAPITAL MANAGEMENT CO INC
3.01%#2$967.8万9.6万股$00股+9.6万股新买入
Beaird Harris Wealth Management, LLC
0.6%0.68%#36$962.1万9.5万股$1,000.3万9.9万股-3,934股-3.98%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#246$961.6万9.5万股$761.0万7.5万股+2.0万股+26.00%加仓
Stonebridge Capital Advisors LLC
0.61%0.64%#35$954.6万9.4万股$910.3万9.0万股+4,218股+4.69%加仓
S.A. Mason LLC
2.88%2.01%#3$936.4万9.2万股$534.7万5.3万股+4.0万股+74.82%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.01%#188$915.2万9.1万股$668.7万6.6万股+2.4万股+36.84%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.04%0.04%#144$901.6万8.9万股$847.4万8.4万股+5,204股+6.21%加仓
Altiora Financial Group, LLC
1.4%1.24%#12$888.2万8.8万股$753.6万7.5万股+1.3万股+17.66%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#204$847.2万8.4万股$865.1万8.6万股-1,906股-2.23%减仓
Hughes Financial Services, LLC
1.09%1.17%#15$824.9万8.1万股$764.7万7.6万股+5,811股+7.69%加仓
Clearstead顾问Clearstead Advisors, LLC
0.08%0.03%#116$814.9万8.0万股$383.0万3.8万股+4.3万股+112.40%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.07%0.02%#124$780.0万7.7万股$200.3万2.0万股+5.7万股+288.71%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#210$719.4万7.1万股$967.2万9.6万股-2.5万股-25.74%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#216$673.9万6.7万股$278.7万2.8万股+3.9万股+141.41%加仓
Apella资本Apella Capital, LLC
0.09%0.1%#107$648.9万6.4万股$664.5万6.6万股-1,332股-2.03%减仓
MAYPORT, LLC
1%1.17%#16$646.9万6.4万股$627.1万6.2万股+1,849股+2.98%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#277$630.0万6.2万股$458.6万4.5万股+1.7万股+37.15%加仓
Haverford信托Haverford Trust Co
0.05%0.05%#135$623.7万6.2万股$558.1万5.5万股+6,384股+11.57%加仓
RW Investment Management LLC
0.54%0.47%#38$620.7万6.1万股$488.3万4.8万股+1.3万股+26.91%加仓
ECLECTIC ASSOCIATES INC /ADV
0.71%0.69%#29$620.3万6.1万股$517.3万5.1万股+1.0万股+19.71%加仓
Gen 信托GenTrust, LLC
0.23%0.26%#66$594.5万5.9万股$612.5万6.1万股-1,878股-3.10%减仓
Capital Investment Services of America, Inc.
0.53%0.81%#39$539.1万5.3万股$771.9万7.6万股-2.3万股-30.28%减仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.03%#146$524.4万5.2万股$316.1万3.1万股+2.0万股+65.49%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#280$520.2万5.1万股$367.9万3.6万股+1.5万股+41.18%加仓
Topsail Wealth Management, LLC
0.66%0.76%#31$518.9万5.1万股$516.9万5.1万股+109股+0.21%加仓
Firestone Capital Management
0.96%1.23%#18$517.4万5.1万股$593.0万5.9万股-7,563股-12.90%减仓
BlueChip Wealth Advisors LLC
1.74%1.78%#10$458.9万4.5万股$405.5万4.0万股+5,208股+12.99%加仓
Ashton Thomas Private Wealth, LLC
0.09%0.11%#106$442.5万4.4万股$480.4万4.7万股-3,815股-8.03%减仓
达科他财富管理Dakota Wealth Management
0.08%0.09%#114$423.3万4.2万股$427.6万4.2万股-500股-1.18%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.01%0.01%#219$412.9万4.1万股$339.3万3.4万股+7,216股+21.51%加仓
Sanchez Levi Garrett
2.21%2.55%#5$407.5万4.0万股$406.9万4.0万股00.00%持仓不变
MarinerMariner, LLC
<0.01%<0.01%#244$400.1万3.9万股$369.2万3.6万股+2,997股+8.21%加仓
Bedel Financial Consulting, Inc.
0.36%0.4%#53$385.3万3.8万股$352.0万3.5万股+3,228股+9.27%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%0.02%#253$361.6万3.6万股$1,719.4万17.1万股-13.5万股-79.09%减仓

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