MGC — Vanguard World Fd 机构持仓 · 2026年Q3
谁持有 Vanguard World Fd(MGC)?2026年Q3(报告期截至 2026-09-30)共有 27 家机构在 SEC 13F 申报中报告持有,合计 8,811.60 万美元。前几大持有机构:Apella Capital, LLC(5,890.00 万美元)、Steph & Co(1,250.00 万美元)、HF Advisory Group, LLC(390.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $58.9M | 204,539 | 减持 |
| 2 | STEPH & CO | $12.5M | 44,107 | 减持 |
| 3 | HF Advisory Group, LLC | $3.9M | 13,934 | 增持 |
| 4 | Heartwood Wealth Advisors LLC | $2.8M | 10,088 | 持平 |
| 5 | CoreCap Advisors, LLC | $2.4M | 8,424 | 减持 |
| 6 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | $1.8M | 6,475 | 增持 |
| 7 | TrueWealth Advisors, LLC | $964,800 | 3,418 | 减持 |
| 8 | Capital Planning LLC | $707,469 | 2,506 | 持平 |
| 9 | Adelphi Trust Co | $564,620 | 2,000 | 持平 |
| 10 | Farther Finance Advisors, LLC | $529,618 | 1,876 | 增持 |
| 11 | Box Hill Private Wealth LLC | $426,574 | 1,511 | 增持 |
| 12 | CLUNE & ASSOCIATES, LTD. | $367,969 | 1,303 | 持平 |
| 13 | DAVIDSON TRUST CO | $339,901 | 1,204 | 持平 |
| 14 | Marquette Asset Management, LLC | $314,212 | 1,113 | 持平 |
| 15 | Venture Visionary Partners LLC | $307,718 | 1,090 | 增持 |
| 16 | Pathway Financial Advisors LLC | $297,837 | 1,055 | 减持 |
| 17 | Retireful, LLC | $252,667 | 895 | 新建仓 |
| 18 | Balefire, LLC | $228,104 | 808 | 减持 |
| 19 | Legacy Private Trust Co. | $206,086 | 730 | 新建仓 |
| 20 | ARMSTRONG ADVISORY GROUP, INC | $166,563 | 590 | 减持 |
| 21 | ACIMA PRIVATE WEALTH, LLC | $59,285 | 210 | 持平 |
| 22 | CX Institutional | $44,000 | 155 | 减持 |
| 23 | Central Pacific Bank - Trust Division | $21,173 | 75 | 持平 |
| 24 | Sarver Vrooman Wealth Advisors | $6,211 | 22 | 持平 |
| 25 | GAMMA Investing LLC | $5,646 | 20 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30