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VIS — Vanguard World Fd 机构持仓 · 2026年Q3

谁持有 Vanguard World Fd(VIS)?2026年Q3(报告期截至 2026-09-30)共有 28 家机构在 SEC 13F 申报中报告持有,合计 3,480.07 万美元。前几大持有机构:Cadent Capital Advisors, LLC(1,540.00 万美元)、MassMutual Private Wealth & Trust, FSB(990.00 万美元)、Park National Corp(290.00 万美元)。

排名机构市值股数变动
1Cadent Capital Advisors, LLC$15.4M48,030减持
2MassMutual Private Wealth & Trust, FSB$9.9M30,783减持
3PARK NATIONAL CORP /OH/$2.9M8,973减持
4CONGRESS ASSET MANAGEMENT CO$1.4M4,406新建仓
5Valeo Financial Advisors, LLC$985,2483,074增持
6Farther Finance Advisors, LLC$899,0902,805减持
7COLLECTIVE FAMILY OFFICE LLC$872,1082,721减持
8Olistico Wealth, LLC$473,5551,478增持
9Wealth Enhancement Trust Services, Inc.$450,9581,407减持
10M.E. ALLISON & CO., INC.$333,3301,040持平
11Sound Income Strategies, LLC$304,572944减持
12Avidian Wealth Enterprises, LLC$212,692664持平
13ARMSTRONG ADVISORY GROUP, INC$186,217581持平
14ELEVATION WEALTH PARTNERS, LLC$105,169328增持
15Davis Capital Management$104,486326持平
16EASTERN BANK$94,871296持平
17Rosenberg Matthew Hamilton$46,153144持平
18Roxbury Financial LLC$41,936131持平
19Bullock Wealth Management Group$32,955102持平
20GAMMA Investing LLC$32,051100持平
21VALLEY WEALTH MANAGERS, INC.$24,35976新建仓
22CX Institutional$17,00054增持
23GK Wealth Management LLC$16,47551新建仓
24Polaris Financial Partners$11,00034新建仓
25CoreCap Advisors, LLC$5,12816减持

来源:SEC 13F 申报文件 · 截至 2026-09-30