VBR — Vanguard Index Fds 机构持仓 · 2026年Q3

Name: 谁持有 VBR？115 家机构、5.4 亿美元（2026年Q3）
Creator: ko.io

谁持有 Vanguard Index Fds（VBR）？2026年Q3（报告期截至 2026-09-30）共有 115 家机构在 SEC 13F 申报中报告持有，合计 5.42 亿美元。前几大持有机构：Stephens Group Asset Management, LLC（1.08 亿美元）、Everhart Financial Group, Inc.（6,360.00 万美元）、Waller Financial Planning Group, Inc（3,560.00 万美元）。

排名	机构	市值	股数	变动
1	STEPHENS GROUP ASSET MANAGEMENT, LLC	$107.8M	466,502	增持
2	Everhart Financial Group, Inc.	$63.6M	275,370	增持
3	WALLER FINANCIAL PLANNING GROUP, INC	$35.6M	154,175	增持
4	Marotta Asset Management	$34.3M	148,437	增持
5	Whitaker-Myers Wealth Managers, LTD.	$26.8M	115,980	增持
6	INSPIRION WEALTH ADVISORS, LLC	$18.6M	80,304	减持
7	Apella Capital, LLC	$13.9M	60,050	减持
8	Coastline Trust Co	$13.6M	59,018	减持
9	Veery Capital, LLC	$13.6M	58,722	增持
10	Gladwyn Financial Advisors, Inc.	$11.9M	51,362	减持
11	Farther Finance Advisors, LLC	$11.6M	50,074	增持
12	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$9.4M	40,565	增持
13	Prosperity Planning, Inc.	$9.2M	39,813	减持
14	DIVERSIFIED MANAGEMENT INC	$8.5M	36,924	减持
15	Arbor Wealth Advisors LLC	$8.4M	36,177	增持
16	General Partner, Inc.	$8.3M	35,936	持平
17	COLLECTIVE FAMILY OFFICE LLC	$8.1M	35,016	减持
18	RTD Financial Advisors, Inc.	$8.1M	34,888	减持
19	ATMOS ADVISORY, LLC	$8.1M	34,878	增持
20	CX Institutional	$7.4M	32,187	增持
21	Avidian Wealth Enterprises, LLC	$5.8M	25,074	减持
22	MassMutual Private Wealth & Trust, FSB	$5.8M	25,056	减持
23	LifeGoal Investments, LLC	$5.4M	23,572	新建仓
24	Heartwood Wealth Advisors LLC	$4.8M	20,695	增持
25	Valeo Financial Advisors, LLC	$4.8M	27,654	减持

来源：SEC 13F 申报文件 · 截至 2026-09-30