13FBOX
先锋领航·S&P SMALL-CAP 600 ETF · 13F 机构持仓分析
期权收益计算器 机构排行
V

先锋领航·S&P SMALL-CAP 600 ETF

VANGUARD S&P SMALL-CAP 600 ETFIVOO
持有机构数
556
机构合计市值 (Q2 2026)
$23.58亿
机构合计股数 (Q2 2026)
1,734.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+157.6万股
217 · 83 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.9万股
196 · 30 清仓 · ≈
⚖️ 净额
+107.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$23.58亿
持有机构数
556
新买入
83
加仓
134
减仓
166
清仓
30
持股不变
173
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
奥格尔财富管理Orgel Wealth Management, LLC
2.91%2.69%#11$1.53亿111.6万股$1.25亿108.7万股+2.9万股+2.68%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#380$1.19亿86.7万股$1.01亿88.1万股-1.4万股-1.58%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#399$1.14亿82.6万股$8,839.2万80.0万股+2.6万股+3.21%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.01%#293$8,170.9万59.4万股$4,367.8万38.0万股+21.4万股+56.18%加仓
MarinerMariner, LLC
0.08%0.08%#181$8,129.1万59.1万股$7,084.9万61.7万股-2.6万股-4.21%减仓
LOCKHEED MARTIN 投资管理LOCKHEED MARTIN INVESTMENT MANAGEMENT CO
2.79%2.26%#14$7,041.6万54.0万股$6,173.3万54.0万股00.00%持仓不变
Cerity合伙人Cerity Partners LLC
0.07%0.07%#198$6,092.1万44.3万股$5,130.0万44.7万股-3,812股-0.85%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#341$5,922.8万43.1万股$5,224.3万45.5万股-2.5万股-5.43%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#371$5,203.1万37.8万股$4,343.1万37.8万股+80股+0.02%加仓
Pathstone控股Pathstone Holdings, LLC
0.15%0.16%#136$4,998.6万36.3万股$4,064.4万35.4万股+9,480股+2.68%加仓
Savant资本Savant Capital, LLC
0.15%0.11%#135$4,972.6万39.5万股$2,329.5万20.3万股+19.2万股+94.66%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#449$4,938.7万36.1万股$3,923.7万35.1万股+1.0万股+2.91%加仓
瑞银集团UBS Group AG
0.01%0.01%#395$4,887.3万35.5万股$4,096.4万35.7万股-1,406股-0.39%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#386$4,822.1万35.1万股$4,170.5万36.3万股-1.3万股-3.47%减仓
Starr Indemnity & Liability Co
12.59%10.58%#2$4,747.8万36.4万股$4,162.4万36.4万股00.00%持仓不变
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.34%0.22%#72$4,658.4万33.9万股$2,973.9万25.9万股+8.0万股+30.78%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#430$4,190.1万30.5万股$3,278.0万28.5万股+1.9万股+6.72%加仓
LPL金融LPL Financial LLC
0.01%0.01%#373$3,693.5万26.9万股$2,785.0万24.3万股+2.6万股+10.72%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#232$3,635.8万26.4万股$2,886.7万25.1万股+1.3万股+5.16%加仓
HANTZ FINANCIAL SERVICES, INC.
0.47%0.36%#64$3,451.7万25.1万股$2,259.9万19.7万股+5.4万股+27.52%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#316$3,181.0万23.1万股$2,739.4万23.9万股-7,282股-3.05%减仓
Cetera投资顾问Cetera Investment Advisers
0.03%0.03%#276$3,103.8万22.6万股$2,577.9万22.4万股+1,168股+0.52%加仓
C V STARR & CO INC
15.9%13.56%#1$2,965.6万22.7万股$2,599.9万22.7万股00.00%持仓不变
Warwick Investment Management, Inc.
3.32%3.39%#10$2,960.4万21.5万股$2,336.9万20.4万股+1.2万股+5.76%加仓
Francis Financial, Inc.
3.89%3.74%#9$2,373.6万18.2万股$2,017.9万17.7万股+5,510股+3.12%加仓
老国民银行OLD NATIONAL BANCORP /IN/
0.47%0.33%#63$2,365.8万17.2万股$1,993.3万17.4万股-1,577股-0.91%减仓
AdvisorNet Financial, Inc
1.01%0.83%#36$2,200.8万16.0万股$1,611.0万14.0万股+2.0万股+14.06%加仓
Wiser Wealth Management, Inc
4.03%3.82%#7$2,106.0万15.3万股$1,772.6万15.4万股-1,247股-0.81%减仓
TCV Trust & Wealth Management, Inc.
1.55%1.44%#24$2,040.1万14.8万股$1,720.4万15.0万股-1,492股-1.00%减仓
One Day In July LLC
1.35%1.34%#31$1,937.4万14.1万股$1,673.9万14.6万股-4,912股-3.37%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#285$1,906.2万13.9万股$1,945.3万16.9万股-3.1万股-18.19%减仓
NWM ADVISORS, LLC
12.48%11.57%#3$1,585.0万12.2万股$1,270.4万11.1万股+1.0万股+9.37%加仓
Moss Adams Wealth Advisors LLC
0.85%0.99%#42$1,367.7万9.9万股$1,352.9万11.8万股-1.8万股-15.60%减仓
Janney Montgomery Scott LLC
0.03%0.03%#279$1,363.2万9.9万股$1,128.0万9.8万股+882股+0.90%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.07%0.07%#199$1,323.3万10.1万股$1,203.2万10.5万股-3,771股-3.58%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#440$1,320.8万9.6万股$942.8万8.2万股+1.4万股+16.95%加仓
Pinnacle金融合伙人Pinnacle Financial Partners, Inc.
0.09%0.08%#176$1,311.8万9.5万股$1,090.7万9.5万股+400股+0.42%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#356$1,282.1万9.3万股$833.8万7.3万股+2.1万股+28.37%加仓
Corient私人财富Corient Private Wealth LLC
0.01%0.01%#362$1,280.7万9.3万股$1,013.6万8.8万股+4,835股+5.48%加仓
Berman McAleer LLC
1.47%1.46%#25$1,267.6万9.2万股$1,073.2万9.3万股-1,295股-1.39%减仓
Coign Capital Advisors LLC
5.3%5.47%#4$1,177.2万9.0万股$1,041.6万9.1万股-838股-0.92%减仓
剑桥联合CAMBRIDGE ASSOCIATES LLC /MA/ /ADV
0.17%0.24%#127$1,176.2万8.6万股$848.9万8.8万股-2,443股-2.78%减仓
EP财富顾问EP Wealth Advisors, LLC
0.04%0.02%#228$1,136.5万8.3万股$414.3万3.6万股+4.7万股+129.00%加仓
Marble Harbor Investment Counsel, LLC
1.11%0.97%#34$1,092.5万7.9万股$898.5万7.8万股+1,185股+1.51%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.09%0.1%#172$1,082.6万7.9万股$881.5万7.7万股+1,949股+2.54%加仓
RAELIPSKIE PARTNERSHIP
4.03%3.97%#6$1,067.5万8.2万股$938.3万8.2万股-215股-0.26%减仓
MAI资本管理MAI Capital Management
0.04%0.04%#239$1,038.5万7.6万股$782.2万6.8万股+7,393股+10.85%加仓
Mitsubishi UFJ Asset Management (UK) Ltd.
4.78%4.44%#5$1,028.8万7.5万股$858.9万7.5万股00.00%持仓不变
PERRYMAN FINANCIAL ADVISORY INC /AD
1.37%1.27%#30$1,028.8万7.5万股$847.3万7.4万股+1,012股+1.37%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.04%#289$999.1万7.7万股$1,582.4万13.8万股-6.1万股-44.40%减仓

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