跳到正文

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
1Marotta Asset Management$13.0M59,366减持
2MRA Advisory Group$6.6M30,215新建仓
3MassMutual Private Wealth & Trust, FSB$4.9M22,617减持
4CoreCap Advisors, LLC$2.2M9,873增持
5Farther Finance Advisors, LLC$1.9M8,887增持
6PARK NATIONAL CORP /OH/$1.2M5,695增持
7Avidian Wealth Enterprises, LLC$822,9003,771增持
8Peterson Wealth Advisors, LLC$352,0081,613增持
9Taylor & Morgan Wealth Management, LLC$342,7041,571增持
10Sound Income Strategies, LLC$278,9331,234减持
11RHODES INVESTMENT ADVISORS INC /ADV$269,2711,234增持
12Valeo Financial Advisors, LLC$261,9301,200减持
13CONGRESS ASSET MANAGEMENT CO$228,6841,048新建仓
14May Barnhard Investments LLC$220,1091,008持平
15CX Institutional$144,000662减持
16Rosenberg Matthew Hamilton$52,064239增持
17ARMSTRONG ADVISORY GROUP, INC$50,625232持平
18Davis Capital Management$40,369185减持
19ELEVATION WEALTH PARTNERS, LLC$23,365107增持
20Byrne Asset Management LLC$21,771100持平
21Bank of New Hampshire$10,25647新建仓
22Olistico Wealth, LLC$4,58221持平

来源:SEC 13F 申报文件 · 截至 2026-09-30