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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 422 M +USD 34.6 M +353,536 +9%
Miracle Mile Advisors
2
Miracle Mile Advisors
California
USD 55.2 M +USD 54.1 M +553,253 Nuevas
Bank of America
3
Bank of America
North Carolina
USD 28 M +USD 6.09 M +62,288 +28%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
USD 24 M +USD 1.5 M +15,362 +7%
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
USD 18.5 M +USD 3.1 M +31,638 +21%
Wedmont Private Capital
6
Wedmont Private Capital
Pennsylvania
USD 12.5 M +USD 5.35 M +54,679 +77%
Jane Street
7
Jane Street
New York
USD 12.4 M +USD 11.3 M +115,367 +1,345%
LPL Financial
8
LPL Financial
California
USD 8.52 M +USD 2.03 M +20,745 +32%
Eclectic Associates
9
Eclectic Associates
California
USD 5.95 M +USD 644 k +6,578 +12%
Guggenheim Capital
10
Guggenheim Capital
Illinois
USD 5.79 M +USD 4 M +40,919 +239%
Brio Consultants
11
Brio Consultants
California
USD 5.13 M -USD 777 k -7,937 -13%
Creative Planning
12
Creative Planning
Kansas
USD 5.09 M -USD 158 k -1,614 -3%
PFG Advisors
13
PFG Advisors
Arizona
USD 4.31 M +USD 4.23 M +43,208 Nuevas
Gotham Asset Management
14
Gotham Asset Management
New York
USD 3.95 M – – –
Corient Private Wealth
15
Corient Private Wealth
Florida
USD 3.77 M -USD 182 k -1,859 -5%
Concurrent Investment Advisors
16
Concurrent Investment Advisors
Florida
USD 3.76 M +USD 2.23 M +22,746 +153%
Evoke Wealth
17
Evoke Wealth
California
USD 3.73 M +USD 1.11 M +11,360 +44%
Raymond James Financial
18
Raymond James Financial
Florida
USD 3.28 M +USD 1.12 M +11,488 +54%
Bell Investment Advisors
19
Bell Investment Advisors
California
USD 3.26 M -USD 430 k -4,392 -12%
NDWM LLC
20
NDWM LLC
California
USD 2.99 M +USD 494 k +5,051 +20%
Goldman Sachs
21
Goldman Sachs
New York
USD 2.93 M +USD 2.88 M +29,408 Nuevas
Jones Financial Companies
22
Jones Financial Companies
Missouri
USD 2.63 M +USD 810 k +8,283 +46%
United Capital Financial Advisors
23
United Capital Financial Advisors
Texas
USD 2.63 M +USD 2.03 M +20,754 +369%
Shared Vision Wealth Group
24
Shared Vision Wealth Group
United States
USD 2.54 M +USD 2.47 M +25,230 Nuevas
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
USD 2.52 M -USD 456 k -4,664 -16%
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