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

先锋领航·INSTL INDEX FD

VANGUARD INSTL INDEX FDVBIL
持有机构数
406
机构合计市值 (Q2 2026)
$166.82亿
机构合计股数 (Q2 2026)
5,309.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,072.9万股
262 · 104 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-639.5万股
149 · 33 清仓 · ≈
⚖️ 净额
+1,433.4万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$166.82亿
持有机构数
406
新买入
104
加仓
158
减仓
116
清仓
33
持股不变
28
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
Roehl & Yi Investment Advisors, LLC
4.4%#28$126.77亿16.8万股$00股+16.8万股新买入
WIT资本WIT, LLC
6.63%3.78%#12$4.15亿548.3万股$2.00亿264.7万股+283.6万股+107.11%加仓
Elm Partners 管理Elm Partners Management LLC
10.38%6.04%#4$2.89亿382.2万股$1.39亿184.3万股+197.9万股+107.41%加仓
Oxbow Advisors, LLC
15.21%14.7%#2$1.87亿247.3万股$1.73亿228.6万股+18.8万股+8.21%加仓
摩根士丹利MORGAN STANLEY
0.01%<0.01%#325$1.74亿229.6万股$1,283.4万17.0万股+212.6万股+1,252.54%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#323$1.54亿203.8万股$1.07亿141.3万股+62.6万股+44.28%加仓
Evanson Financial, LLC
7.54%#11$1.53亿201.5万股$00股+201.5万股新买入
Nicholas Hoffman & Company, LLC.
2.26%4.13%#46$1.07亿141.7万股$1.79亿236.5万股-94.8万股-40.07%减仓
SCS资本管理SCS Capital Management LLC
0.98%1.19%#77$1.04亿137.6万股$1.12亿148.4万股-10.8万股-7.28%减仓
Randolph Co Inc
6.34%#13$7,530.4万99.5万股$00股+99.5万股新买入
ARMSTRONG ADVISORY GROUP, INC
4.46%6.22%#27$7,318.4万96.7万股$9,270.3万122.5万股-25.8万股-21.09%减仓
FSA Investment Group, LLC
21.83%24.59%#1$6,721.0万88.8万股$6,109.9万80.8万股+8.0万股+9.96%加仓
瑞银集团UBS Group AG
0.01%0.01%#332$6,282.9万83.0万股$7,753.2万102.5万股-19.5万股-19.00%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#327$5,991.6万79.2万股$7,127.5万94.2万股-15.0万股-15.97%减仓
AWM CAPITAL, LLC
4.23%2.7%#29$5,285.6万69.8万股$2,982.4万39.4万股+30.4万股+77.15%加仓
Bridgewealth Advisory Group, LLC
9.8%12.45%#6$5,194.3万68.6万股$6,000.8万79.3万股-10.7万股-13.47%减仓
BetterWealth, LLC
9.14%9.72%#8$5,167.5万68.3万股$4,955.9万65.5万股+2.8万股+4.23%加仓
绿港联合GREENHAVEN ASSOCIATES INC
0.58%1.49%#104$5,010.0万66.2万股$9,051.0万119.6万股-53.4万股-44.67%减仓
Family Manage LLC
4.96%#23$4,836.2万63.9万股$00股+63.9万股新买入
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.02%<0.01%#288$4,760.5万62.9万股$2.0万261股+62.9万股+240,909.58%加仓
Bragg Financial 顾问Bragg Financial Advisors, Inc
1.23%1.45%#68$4,587.6万60.6万股$4,582.9万60.6万股+380股+0.06%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.02%#309$4,540.8万60.0万股$00股+60.0万股新买入
LPL金融LPL Financial LLC
0.01%0.01%#324$4,317.9万57.1万股$3,612.0万47.7万股+9.3万股+19.49%加仓
Altiora Financial Group, LLC
5.7%4.69%#17$3,615.7万47.8万股$2,846.6万37.6万股+10.1万股+26.97%加仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.05%#245$3,609.9万47.7万股$00股+47.7万股新买入
Cypress Capital, LLC
9.3%9.99%#7$3,440.2万45.5万股$3,512.2万46.4万股-9,704股-2.09%减仓
Pathway Financial Advisors LLC
3.63%3.58%#33$3,112.5万41.2万股$2,894.8万38.4万股+2.9万股+7.46%加仓
Apella资本Apella Capital, LLC
0.44%0.51%#123$3,111.2万41.2万股$3,435.4万45.5万股-4.3万股-9.38%减仓
Fortitude Family Office, LLC
5.77%5.68%#16$2,976.4万39.3万股$2,545.1万33.6万股+5.7万股+16.90%加仓
ANDERSON HOAGLAND & CO
2.23%0.73%#47$2,845.0万37.6万股$849.4万11.2万股+26.4万股+234.81%加仓
AE财富管理AE Wealth Management LLC
0.13%#196$2,720.5万35.9万股$00股+35.9万股新买入
Twin Lakes Capital Management, LLC
10%0.09%#5$2,615.1万34.6万股$20.1万2,663股+34.3万股+12,875.63%加仓
Blume Capital Management, Inc.
3.74%2.51%#30$2,556.9万33.8万股$1,475.5万19.5万股+14.3万股+73.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#339$2,551.7万33.7万股$1,943.4万25.7万股+8.0万股+31.25%加仓
Kohmann Bosshard Financial Services, LLC
2.14%0.34%#49$2,522.5万33.3万股$346.0万4.6万股+28.8万股+628.73%加仓
Cardinal Point Capital Management ULC
1.38%1.27%#63$2,427.4万32.1万股$2,066.0万27.3万股+4.8万股+17.44%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#347$2,397.4万31.7万股$2,069.7万27.4万股+4.3万股+15.79%加仓
Red Wave Investments LLC
6.02%6.37%#15$2,368.3万31.3万股$2,131.8万28.2万股+3.1万股+11.05%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.05%#279$2,327.9万30.8万股$4,002.6万52.9万股-22.2万股-41.86%减仓
CreativeOne Wealth, LLC
0.5%0.45%#116$2,308.1万30.5万股$1,921.9万25.4万股+5.1万股+20.04%加仓
THOMPSON SIEGEL & WALMSLEY LLC
0.4%0.35%#128$2,247.5万29.7万股$2,007.2万26.5万股+3.2万股+11.93%加仓
JIM SAULNIER & ASSOCIATES, LLC
9.01%6.8%#9$2,239.2万29.6万股$1,397.9万18.5万股+11.1万股+60.11%加仓
Fort Point Capital Partners LLC
1.55%0.76%#60$2,228.3万29.4万股$624.0万8.2万股+21.2万股+256.95%加仓
Whitaker-Myers Wealth Managers, LTD.
3.68%3.52%#31$2,202.5万29.1万股$1,767.4万23.4万股+5.7万股+24.57%加仓
Goodman Financial Corp
3.26%0.14%#34$2,106.5万27.8万股$81.1万1.1万股+26.8万股+2,496.46%加仓
第一太平洋顾问First Pacific Advisors, LP
0.24%0.1%#158$1,969.8万26.0万股$682.1万9.0万股+17.0万股+188.69%加仓
Garde Capital, Inc.
0.86%1.37%#84$1,909.0万25.2万股$2,290.6万30.3万股-5.1万股-16.70%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#314$1,800.8万23.8万股$560.4万7.4万股+16.4万股+221.20%加仓
Gross & Hartman Investments LLC
7.78%6.2%#10$1,761.2万23.3万股$1,191.5万15.7万股+7.5万股+47.76%加仓
SYKON CAPITAL LLC
5.33%8.33%#19$1,730.5万22.9万股$2,499.5万33.0万股-10.2万股-30.80%减仓

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