VDC — Vanguard World Fd 机构持仓 · 2026年Q3
谁持有 Vanguard World Fd(VDC)?2026年Q3(报告期截至 2026-09-30)共有 22 家机构在 SEC 13F 申报中报告持有,合计 3,294.26 万美元。前几大持有机构:Marotta Asset Management(1,300.00 万美元)、MRA Advisory Group(660.00 万美元)、MassMutual Private Wealth & Trust, FSB(490.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | Marotta Asset Management | $13.0M | 59,366 | 减持 |
| 2 | MRA Advisory Group | $6.6M | 30,215 | 新建仓 |
| 3 | MassMutual Private Wealth & Trust, FSB | $4.9M | 22,617 | 减持 |
| 4 | CoreCap Advisors, LLC | $2.2M | 9,873 | 增持 |
| 5 | Farther Finance Advisors, LLC | $1.9M | 8,887 | 增持 |
| 6 | PARK NATIONAL CORP /OH/ | $1.2M | 5,695 | 增持 |
| 7 | Avidian Wealth Enterprises, LLC | $822,900 | 3,771 | 增持 |
| 8 | Peterson Wealth Advisors, LLC | $352,008 | 1,613 | 增持 |
| 9 | Taylor & Morgan Wealth Management, LLC | $342,704 | 1,571 | 增持 |
| 10 | Sound Income Strategies, LLC | $278,933 | 1,234 | 减持 |
| 11 | RHODES INVESTMENT ADVISORS INC /ADV | $269,271 | 1,234 | 增持 |
| 12 | Valeo Financial Advisors, LLC | $261,930 | 1,200 | 减持 |
| 13 | CONGRESS ASSET MANAGEMENT CO | $228,684 | 1,048 | 新建仓 |
| 14 | May Barnhard Investments LLC | $220,109 | 1,008 | 持平 |
| 15 | CX Institutional | $144,000 | 662 | 减持 |
| 16 | Rosenberg Matthew Hamilton | $52,064 | 239 | 增持 |
| 17 | ARMSTRONG ADVISORY GROUP, INC | $50,625 | 232 | 持平 |
| 18 | Davis Capital Management | $40,369 | 185 | 减持 |
| 19 | ELEVATION WEALTH PARTNERS, LLC | $23,365 | 107 | 增持 |
| 20 | Byrne Asset Management LLC | $21,771 | 100 | 持平 |
| 21 | Bank of New Hampshire | $10,256 | 47 | 新建仓 |
| 22 | Olistico Wealth, LLC | $4,582 | 21 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30