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icono de VSDB

Vanguard Short Duration Bond ETF
VSDB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Orgel Wealth Management
1
Orgel Wealth Management
Wisconsin
USD 626 M +USD 359 M +4,710,224 +135%
Beaird Harris Wealth Management
2
Beaird Harris Wealth Management
Texas
USD 15.6 M +USD 5.29 M +69,337 +51%
CGN Advisors
3
CGN Advisors
Kansas
USD 7.23 M +USD 1.8 M +23,647 +33%
Werba Rubin Papier Wealth Management
4
Werba Rubin Papier Wealth Management
California
USD 7.09 M +USD 2 M +26,241 +39%
TD Capital Management
5
TD Capital Management
Tennessee
USD 6.24 M +USD 6.23 M +81,727 Nuevas
KFGG
6
Keystone Financial Group (Georgia)
Georgia
USD 4.6 M +USD 919 k +12,058 +25%
EW
7
Entruity Wealth
California
USD 4.6 M +USD 4.59 M +60,268 Nuevas
Bell Bank
8
Bell Bank
North Dakota
USD 4.24 M +USD 4.23 M +55,494 Nuevas
Integrated Wealth Concepts
9
Integrated Wealth Concepts
Massachusetts
USD 3.43 M -USD 846 k -11,104 -20%
PFG
10
Pinnacle Financial Group
Illinois
USD 3.11 M +USD 154 k +2,015 +5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
USD 2.03 M +USD 604 k +7,930 +43%
TD Waterhouse Canada
12
TD Waterhouse Canada
Ontario, Canada
USD 1.67 M -USD 418 k -5,487 -20%
Robertson Stephens Wealth Management
13
Robertson Stephens Wealth Management
California
USD 1.62 M +USD 15.2 k +200 +1%
Sanctuary Advisors
14
Sanctuary Advisors
Indiana
USD 1.62 M +USD 73 k +958 +5%
EIA
15
Eldridge Investment Advisors
New Hampshire
USD 1.26 M +USD 430 k +5,638 +52%
North Star Investment Management
16
North Star Investment Management
Illinois
USD 1.24 M -USD 44.6 k -585 -3%
MWA
17
Mills Wealth Advisors
Texas
USD 1.11 M -USD 214 k -2,805 -16%
Balboa Wealth Partners
18
Balboa Wealth Partners
Arizona
USD 1.09 M +USD 1.09 M +14,337 Nuevas
HBW
19
Hazlett, Burt & Watson
West Virginia
USD 1.06 M +USD 251 k +3,287 +31%
BPFA
20
Barnes Pettey Financial Advisors
Mississippi
USD 992 k – – –
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
USD 942 k +USD 200 k +2,629 +27%
AIS
22
American Investment Services
Massachusetts
USD 909 k +USD 82.3 k +1,079 +10%
EFA
23
Englebert Financial Advisers
Pennsylvania
USD 909 k -USD 378 k -4,957 -29%
Citadel Advisors
24
Citadel Advisors
Florida
USD 908 k -USD 100 k -1,310 -10%
Steel Grove Capital Advisors
25
Steel Grove Capital Advisors
Tennessee
USD 878 k +USD 534 k +7,000 +156%
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