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Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
GSG Advisors
26
GSG Advisors
New Jersey
USD 3 M +USD 3 M +39,200 Nuevas
PFA
27
Professional Financial Advisors
Nebraska
USD 2.93 M +USD 435 k +5,690 +17%
Timmons Wealth Management
28
Timmons Wealth Management
Massachusetts
USD 2.88 M +USD 2.29 M +29,953 +390%
LPL Financial
29
LPL Financial
California
USD 2.87 M +USD 1.3 M +16,953 +82%
Platt Wealth Management
30
Platt Wealth Management
California
USD 2.82 M +USD 747 k +9,782 +36%
Dakota Wealth Management
31
Dakota Wealth Management
Florida
USD 2.75 M +USD 245 k +3,201 +10%
Great Valley Advisor Group
32
Great Valley Advisor Group
Delaware
USD 2.52 M +USD 1.78 M +23,303 +244%
Bedel Financial Consulting
33
Bedel Financial Consulting
Indiana
USD 2.34 M +USD 2.34 M +30,560 Nuevas
JP Morgan Chase
34
JP Morgan Chase
New York
USD 2.19 M +USD 2.18 M +28,473 +28,473%
Aprio Wealth Management
35
Aprio Wealth Management
Georgia
USD 2.14 M +USD 78.3 k +1,025 +4%
MBM Wealth Consultants
36
MBM Wealth Consultants
Missouri
USD 2.11 M +USD 2.11 M +27,594 Nuevas
Harbor Group
37
Harbor Group
New Hampshire
USD 1.98 M -USD 425 k -5,559 -18%
Stonebridge Financial Group (Pennsylvania)
38
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
USD 1.82 M +USD 679 k +8,888 +60%
Verum Partners
39
Verum Partners
North Carolina
USD 1.77 M +USD 122 k +1,601 +7%
Burton Enright Welch
40
Burton Enright Welch
California
USD 1.64 M +USD 450 k +5,892 +38%
Karpus Investment Management
41
Karpus Investment Management
New York
USD 1.61 M +USD 1.6 M +21,000 Nuevas
BFO
42
Boston Family Office
Massachusetts
USD 1.57 M +USD 401 k +5,252 +34%
Financial Engines Advisors
43
Financial Engines Advisors
California
USD 1.53 M +USD 83.1 k +1,088 +6%
HighTower Advisors
44
HighTower Advisors
Illinois
USD 1.45 M +USD 1.45 M +18,959 Nuevas
CRA Financial Services
45
CRA Financial Services
New Jersey
USD 1.38 M -USD 25.6 k -335 -2%
Essex Financial Services
46
Essex Financial Services
Connecticut
USD 1.35 M +USD 214 k +2,795 +19%
Pandowealth
47
Pandowealth
Georgia
USD 1.28 M +USD 585 k +7,650 +84%
Baker Ellis Asset Management
48
Baker Ellis Asset Management
Washington
USD 1.26 M +USD 76.4 k +1,000 +6%
Integrated Wealth Concepts
49
Integrated Wealth Concepts
Massachusetts
USD 1.23 M +USD 558 k +7,301 +84%
Neuberger Berman Group
50
Neuberger Berman Group
New York
USD 1.22 M – – –
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