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Vanguard California Tax-Exempt Bond ETF
VTEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
VST
76
Van Strum & Towne
California
USD 1.17 M +USD 399 k +4,000 +52%
NBWM
77
North Berkeley Wealth Management
California
USD 1.13 M +USD 295 k +2,954 +35%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
USD 1.11 M +USD 93 k +932 +9%
Geometric Wealth Advisors
79
Geometric Wealth Advisors
District of Columbia
USD 1.08 M +USD 8.29 k +83 +0.8%
RBCM
80
Raub Brock Capital Management
California
USD 1.02 M +USD 1.01 M +10,105 Nuevas
Grant Street Asset Management
81
Grant Street Asset Management
Pennsylvania
USD 1.01 M +USD 1 M +10,063 Nuevas
Sand Hill Global Advisors
82
Sand Hill Global Advisors
California
USD 955 k – – –
SM
83
Sweeney & Michel
California
USD 939 k +USD 102 k +1,026 +12%
CWA
84
Crux Wealth Advisors
California
USD 933 k +USD 926 k +9,274 Nuevas
Cresset Asset Management
85
Cresset Asset Management
Illinois
USD 881 k +USD 874 k +8,754 Nuevas
AQR Capital Management
86
AQR Capital Management
Connecticut
USD 874 k – – –
Oppenheimer & Co
87
Oppenheimer & Co
New York
USD 815 k -USD 49.9 k -500 -6%
Integrated Advisors Network
88
Integrated Advisors Network
Texas
USD 802 k -USD 3.53 M -35,314 -82%
PFG
89
Prospect Financial Group
Virginia
USD 783 k +USD 777 k +7,784 Nuevas
Sanctuary Advisors
90
Sanctuary Advisors
Indiana
USD 754 k +USD 421 k +4,220 +129%
Cerity Partners
91
Cerity Partners
New York
USD 745 k +USD 222 k +2,226 +43%
CPW
92
Catalyst Private Wealth
California
USD 744 k -USD 208 k -2,080 -22%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
USD 709 k -USD 397 k -3,978 -36%
Integrated Wealth Concepts
94
Integrated Wealth Concepts
Massachusetts
USD 708 k +USD 160 k +1,598 +29%
Vanguard National Trust
95
Vanguard National Trust
Pennsylvania
USD 707 k – – –
W
96
WorthPointe
California
USD 701 k +USD 696 k +6,970 Nuevas
Stonebridge Financial Group
97
Stonebridge Financial Group
California
USD 695 k +USD 690 k +6,916 Nuevas
Ameritas Advisory Services
98
Ameritas Advisory Services
Nebraska
USD 687 k – – –
SteelPeak Wealth
99
SteelPeak Wealth
California
USD 670 k – – –
NF
100
NavPoint Financial
Minnesota
USD 648 k +USD 84.7 k +848 +15%
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