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Vanguard Core Bond ETF
VCRB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
HBK Sorce Advisory
1
HBK Sorce Advisory
Pennsylvania
USD 864 M +USD 22.5 M +292,166 +3%
SignatureFD
2
SignatureFD
Georgia
USD 442 M +USD 21.7 M +281,137 +5%
Advance Capital Management
3
Advance Capital Management
Michigan
USD 298 M +USD 10.3 M +132,819 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
USD 262 M -USD 4.05 M -52,451 -2%
Bank of America
5
Bank of America
North Carolina
USD 225 M +USD 38 M +492,986 +20%
Forvis Mazars Wealth Advisors
6
Forvis Mazars Wealth Advisors
Missouri
USD 181 M +USD 22.7 M +294,406 +14%
NEPC LLC
7
NEPC LLC
Massachusetts
USD 178 M -USD 2.51 M -32,500 -1%
Martel Wealth Advisors
8
Martel Wealth Advisors
Washington
USD 129 M +USD 7.09 M +91,834 +6%
AssetMark Inc
9
AssetMark Inc
California
USD 122 M +USD 14.7 M +189,844 +14%
Diversified Portfolios Inc
10
Diversified Portfolios Inc
Michigan
USD 106 M +USD 13.9 M +179,935 +15%
LPL Financial
11
LPL Financial
California
USD 100 M +USD 18 M +233,353 +22%
SHWM
12
Smith & Howard Wealth Management
Georgia
USD 87.9 M +USD 3.83 M +49,682 +5%
Financial Engines Advisors
13
Financial Engines Advisors
California
USD 83.5 M +USD 7.58 M +98,223 +10%
Verum Partners
14
Verum Partners
North Carolina
USD 82.4 M +USD 51.2 M +662,831 +164%
BLB&B Advisors
15
BLB&B Advisors
Pennsylvania
USD 82.1 M +USD 8.32 M +107,753 +11%
Alerus Financial
16
Alerus Financial
North Dakota
USD 74.3 M +USD 1.01 M +13,142 +1%
Orrstown Financial Services
17
Orrstown Financial Services
Pennsylvania
USD 69.1 M +USD 844 k +10,938 +1%
HBT
18
Heartland Bank & Trust
Illinois
USD 64.7 M +USD 1.14 M +14,722 +2%
Brinker Capital Investments
19
Brinker Capital Investments
Pennsylvania
USD 59.5 M -USD 9.38 M -121,560 -14%
Zhang Financial
20
Zhang Financial
Michigan
USD 56.2 M +USD 15.6 M +201,837 +38%
MWM
21
Magnolia Wealth Management
Alabama
USD 55.4 M +USD 5.68 M +73,569 +11%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
USD 53.4 M +USD 4.91 M +63,657 +10%
BOK Financial Private Wealth
23
BOK Financial Private Wealth
Colorado
USD 50.7 M +USD 3.49 M +45,230 +7%
NECFA
24
New England Capital Financial Advisors
Connecticut
USD 48.9 M +USD 3.25 M +42,095 +7%
Wells Fargo
25
Wells Fargo
California
USD 45.9 M +USD 26.4 M +341,854 +135%
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