¡Ya estamos en ! Descubre más
icono de VTEC

Vanguard California Tax-Exempt Bond ETF
VTEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
NL
26
NDWM LLC
California
USD 4.35 M +USD 148 k +1,478 +4%
BCA
27
Bernzott Capital Advisors
California
USD 4.29 M +USD 1.25 M +12,477 +41%
Fort Point Capital Partners
28
Fort Point Capital Partners
California
USD 4.19 M +USD 1.65 M +16,492 +66%
Gotham Asset Management
29
Gotham Asset Management
New York
USD 3.98 M – – –
CLA (CliftonLarsonAllen) Wealth Advisors
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 3.78 M +USD 3.75 M +37,566 Nuevas
Osaic Holdings
31
Osaic Holdings
Arizona
USD 3.67 M +USD 1.65 M +16,484 +82%
Joel Isaacson & Co
32
Joel Isaacson & Co
New York
USD 3.67 M +USD 1.21 M +12,089 +50%
LWM
33
Luminvest Wealth Management
Arizona
USD 3.56 M -USD 1.03 M -10,277 -23%
DWM
34
DeLarme Wealth Management
California
USD 3.28 M +USD 666 k +6,672 +26%
Root Financial Partners
35
Root Financial Partners
California
USD 3.18 M -USD 429 k -4,299 -12%
Wedbush Securities
36
Wedbush Securities
California
USD 2.94 M +USD 300 k +3,000 +11%
Three Arch Wealth Management
37
Three Arch Wealth Management
California
USD 2.94 M +USD 2.92 M +29,203 Nuevas
Raymond James Financial
38
Raymond James Financial
Florida
USD 2.94 M -USD 161 k -1,617 -5%
FCA
39
FLC Capital Advisors
California
USD 2.85 M +USD 232 k +2,324 +9%
Natixis Advisors
40
Natixis Advisors
Massachusetts
USD 2.78 M +USD 2.76 M +27,674 Nuevas
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
USD 2.68 M +USD 455 k +4,553 +21%
Burton Enright Welch
42
Burton Enright Welch
California
USD 2.66 M +USD 663 k +6,636 +33%
Financial Management Network
43
Financial Management Network
California
USD 2.49 M +USD 207 k +2,072 +9%
Evolve Private Wealth
44
Evolve Private Wealth
California
USD 2.43 M +USD 157 k +1,572 +7%
Apella Capital
45
Apella Capital
Connecticut
USD 2.43 M +USD 725 k +7,262 +43%
EW
46
Entruity Wealth
California
USD 2.32 M +USD 2.3 M +23,081 Nuevas
FA
47
FF Advisors
California
USD 2.31 M – – –
Tower Research Capital (TRC)
48
Tower Research Capital (TRC)
New York
USD 2.3 M +USD 317 k +3,174 +16%
JP Morgan Chase
49
JP Morgan Chase
New York
USD 2.16 M +USD 1.77 M +17,765 +477%
Wealth Enhancement Advisory Services
50
Wealth Enhancement Advisory Services
Minnesota
USD 2.09 M +USD 89.2 k +893 +4%
1
2
3 4 5