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Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Conservest Capital Advisors
76
Conservest Capital Advisors
Pennsylvania
USD 505 k +USD 224 k +2,933 +80%
Forum Financial Management
77
Forum Financial Management
Illinois
USD 503 k +USD 502 k +6,567 Nuevas
Corient Private Wealth
78
Corient Private Wealth
Florida
USD 501 k -USD 54.3 k -710 -10%
L. Roy Papp & Associates
79
L. Roy Papp & Associates
Arizona
USD 500 k – – –
OakTrust Wealth Advisors
80
OakTrust Wealth Advisors
Connecticut
USD 499 k +USD 497 k +6,509 Nuevas
Soltis Investment Advisors
81
Soltis Investment Advisors
Utah
USD 488 k -USD 50 k -655 -9%
Pennsylvania Capital Management
82
Pennsylvania Capital Management
Pennsylvania
USD 467 k +USD 465 k +6,092 Nuevas
Deroy & Devereaux Private Investment Counsel
83
Deroy & Devereaux Private Investment Counsel
Michigan
USD 462 k +USD 201 k +2,630 +77%
Waverly Advisors
84
Waverly Advisors
Alabama
USD 448 k +USD 764 +10 +0.2%
EverSource Wealth Advisors
85
EverSource Wealth Advisors
Alabama
USD 438 k +USD 317 k +4,150 +264%
NEWAS
86
N.E.W. Advisory Services
Wisconsin
USD 419 k +USD 3.21 k +42 +0.8%
Sugar Maple Asset Management
87
Sugar Maple Asset Management
Wisconsin
USD 411 k +USD 3.13 k +41 +0.8%
Betterment LLC
88
Betterment LLC
New York
USD 393 k +USD 392 k +5,125 Nuevas
Worth Asset Management
89
Worth Asset Management
Texas
USD 354 k +USD 353 k +4,614 Nuevas
Strategic Financial Concepts
90
Strategic Financial Concepts
Texas
USD 352 k +USD 350 k +4,587 Nuevas
Financial Planning Hawaii
91
Financial Planning Hawaii
Hawaii
USD 348 k +USD 458 +6 +0.1%
Ascent Group
92
Ascent Group
Virginia
USD 316 k – – –
Stratos Wealth Partners
93
Stratos Wealth Partners
Ohio
USD 309 k +USD 2.37 k +31 +0.8%
Kestra Advisory Services
94
Kestra Advisory Services
Texas
USD 301 k +USD 40.4 k +529 +16%
Advyzon Investment Management
95
Advyzon Investment Management
Illinois
USD 292 k -USD 2.06 k -27 -0.7%
Cherry Tree Wealth Management
96
Cherry Tree Wealth Management
Minnesota
USD 277 k – – –
Beacon Pointe Advisors
97
Beacon Pointe Advisors
California
USD 276 k -USD 99.3 k -1,300 -27%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
USD 249 k +USD 30.4 k +398 +14%
Foundry Financial
99
Foundry Financial
California
USD 236 k – – –
TAGStone Capital
100
TAGStone Capital
North Carolina
USD 235 k +USD 234 k +3,066 Nuevas
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