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icono de VSDM

Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Capital Investment Services of America
1
Capital Investment Services of America
Wisconsin
USD 21.5 M +USD 1.9 M +24,845 +10%
Truist Financial
2
Truist Financial
North Carolina
USD 19.2 M +USD 7.67 M +100,365 +67%
MWA
3
Mills Wealth Advisors
Texas
USD 12.6 M -USD 389 k -5,086 -3%
SAM
4
S.A. Mason
Michigan
USD 12.6 M +USD 3.43 M +44,841 +38%
Opus Capital Group
5
Opus Capital Group
Ohio
USD 11.4 M +USD 1.11 M +14,555 +11%
KFGG
6
Keystone Financial Group (Georgia)
Georgia
USD 10.9 M +USD 2.3 M +30,073 +27%
Kestra Investment Management
7
Kestra Investment Management
Texas
USD 10.7 M +USD 10.6 M +139,319 Nuevas
AIS
8
American Investment Services
Massachusetts
USD 9.9 M +USD 936 k +12,245 +11%
Mosaic Family Wealth Partners
9
Mosaic Family Wealth Partners
Missouri
USD 9.7 M +USD 5.19 M +67,973 +116%
CGN Advisors
10
CGN Advisors
Kansas
USD 9.5 M +USD 1.53 M +19,997 +19%
FFG
11
Frisch Financial Group
New York
USD 7.51 M +USD 7.49 M +98,000 Nuevas
Quantinno Capital Management
12
Quantinno Capital Management
New York
USD 7.51 M +USD 7.49 M +98,000 Nuevas
AWA
13
Acumen Wealth Advisors
Tennessee
USD 6.32 M +USD 5.46 M +71,403 +645%
Beaird Harris Wealth Management
14
Beaird Harris Wealth Management
Texas
USD 5.72 M +USD 3.75 M +49,051 +191%
RW Investment Management
15
RW Investment Management
Idaho
USD 5.39 M +USD 1.55 M +20,337 +41%
IF
16
IRON Financial
Illinois
USD 5.05 M +USD 1.57 M +20,578 +45%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
USD 5.02 M +USD 2.08 M +27,269 +71%
MSWM
18
Master's Wealth Management
Pennsylvania
USD 4.73 M +USD 686 k +8,978 +17%
RWM
19
Rialto Wealth Management
New York
USD 4.69 M +USD 1.88 M +24,654 +67%
Jones Financial Companies
20
Jones Financial Companies
Missouri
USD 3.87 M +USD 1.89 M +24,788 +96%
Belpointe Asset Management
21
Belpointe Asset Management
Nevada
USD 3.86 M +USD 749 k +9,800 +24%
APW
22
Alliance Private Wealth
Massachusetts
USD 3.49 M -USD 721 k -9,436 -17%
TD Capital Management
23
TD Capital Management
Tennessee
USD 3.33 M +USD 3.32 M +43,473 Nuevas
Bank of New York Mellon
24
Bank of New York Mellon
New York
USD 3.2 M -USD 78.2 k -1,024 -2%
Topsail Wealth Management
25
Topsail Wealth Management
North Carolina
USD 3.13 M +USD 656 k +8,581 +27%
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