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Vanguard California Tax-Exempt Bond ETF
VTEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Charles Schwab
1
Charles Schwab
California
USD 421 M -USD 25.3 M -253,305 -6%
Miracle Mile Advisors
2
Miracle Mile Advisors
California
USD 63.8 M -USD 238 k -2,379 -0.4%
Bank of America
3
Bank of America
North Carolina
USD 42.3 M +USD 8.38 M +83,982 +25%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
USD 26.5 M +USD 1.05 M +10,482 +4%
Wedmont Private Capital
5
Wedmont Private Capital
Pennsylvania
USD 24.4 M +USD 4.94 M +49,518 +25%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
USD 23.7 M +USD 2.56 M +25,606 +12%
Guggenheim Capital
7
Guggenheim Capital
Illinois
USD 22.9 M +USD 4.86 M +48,640 +27%
Morgan Stanley
8
Morgan Stanley
New York
USD 22.1 M +USD 21.6 M +215,987 +6,233%
LPL Financial
9
LPL Financial
California
USD 19.1 M +USD 219 k +2,197 +1%
Pasadena Private Wealth
10
Pasadena Private Wealth
California
USD 14.2 M +USD 177 k +1,777 +1%
Manhattan West Asset Management
11
Manhattan West Asset Management
California
USD 13.8 M +USD 11.3 M +112,777 +458%
MAI Capital Management
12
MAI Capital Management
Ohio
USD 9.6 M +USD 9.5 M +95,428 Nuevas
Concurrent Investment Advisors
13
Concurrent Investment Advisors
Florida
USD 9.27 M -USD 31.6 k -317 -0.3%
Corient Private Wealth
14
Corient Private Wealth
Florida
USD 9.22 M +USD 2.63 M +26,393 +40%
Jones Financial Companies
15
Jones Financial Companies
Missouri
USD 8.61 M +USD 2.58 M +25,819 +43%
Eclectic Associates
16
Eclectic Associates
California
USD 7.93 M +USD 1.44 M +14,376 +22%
Creative Planning
17
Creative Planning
Kansas
USD 7.01 M +USD 530 k +5,305 +8%
Brio Consultants
18
Brio Consultants
California
USD 5.93 M +USD 121 k +1,210 +2%
BRPW
19
Ballast Rock Private Wealth
South Carolina
USD 5.03 M +USD 39.5 k +396 +0.8%
Altiora Financial Group
20
Altiora Financial Group
Ohio
USD 5.03 M – – –
PFG Advisors
21
PFG Advisors
Arizona
USD 4.91 M +USD 112 k +1,118 +2%
Beacon Pointe Advisors
22
Beacon Pointe Advisors
California
USD 4.81 M +USD 534 k +5,350 +13%
Bell Investment Advisors
23
Bell Investment Advisors
California
USD 4.71 M +USD 59.3 k +594 +1%
Vise Technologies
24
Vise Technologies
New York
USD 4.49 M +USD 1.92 M +19,278 +76%
United Capital Financial Advisors
25
United Capital Financial Advisors
Texas
USD 4.37 M -USD 1.2 M -11,984 -22%
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