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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 379 M +USD 157 M +1,617,459 +72%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
USD 22 M +USD 21.7 M +223,283 +10,448%
Bank of America
3
Bank of America
North Carolina
USD 21.4 M +USD 13.8 M +142,189 +186%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
USD 15.1 M +USD 3.75 M +38,668 +33%
Wedmont Private Capital
5
Wedmont Private Capital
Pennsylvania
USD 6.89 M +USD 351 k +3,614 +5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
USD 6.67 M +USD 6.63 M +68,306 Nuevas
LPL Financial
7
LPL Financial
California
USD 6.31 M +USD 5.41 M +55,754 +628%
Brio Consultants
8
Brio Consultants
California
USD 5.8 M +USD 626 k +6,455 +12%
Eclectic Associates
9
Eclectic Associates
California
USD 5.18 M +USD 1.85 M +19,053 +56%
Creative Planning
10
Creative Planning
Kansas
USD 5.14 M +USD 3.56 M +36,723 +231%
Corient Private Wealth
11
Corient Private Wealth
Florida
USD 3.87 M +USD 3.85 M +39,696 Nuevas
Gotham Asset Management
12
Gotham Asset Management
New York
USD 3.87 M – – –
Focus Partners Advisor Solutions
13
Focus Partners Advisor Solutions
Missouri
USD 3.81 M +USD 3.78 M +39,000 Nuevas
Bell Investment Advisors
14
Bell Investment Advisors
California
USD 3.62 M +USD 3.48 M +35,821 +2,783%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
USD 2.92 M +USD 1.17 M +12,104 +68%
Evoke Wealth
16
Evoke Wealth
California
USD 2.54 M +USD 490 k +5,047 +24%
NDWM LLC
17
NDWM LLC
California
USD 2.44 M +USD 2.42 M +24,955 Nuevas
SteelPeak Wealth
18
SteelPeak Wealth
California
USD 2.17 M -USD 500 k -5,149 -19%
Raymond James Financial
19
Raymond James Financial
Florida
USD 2.09 M +USD 253 k +2,604 +14%
Financial Management Network
20
Financial Management Network
California
USD 2.03 M -USD 790 k -8,143 -28%
FCA
21
FLC Capital Advisors
California
USD 1.98 M -USD 54.6 k -563 -3%
Diversify Advisory Services
22
Diversify Advisory Services
Utah
USD 1.93 M +USD 1.92 M +19,805 Nuevas
Blue Oak Capital
23
Blue Oak Capital
California
USD 1.86 M +USD 138 k +1,426 +8%
JP Morgan Chase
24
JP Morgan Chase
New York
USD 1.86 M +USD 138 k +1,426 +8%
Fort Point Capital Partners
25
Fort Point Capital Partners
California
USD 1.8 M +USD 100 k +1,030 +6%
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