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Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
UA
1
Unison Advisors
District of Columbia
USD 241 M +USD 1.83 M +18,172 +0.8%
Ferguson Wellman Capital Management
2
Ferguson Wellman Capital Management
Oregon
USD 56.7 M -USD 1.86 M -18,499 -3%
TIAA Wealth Investment Management
3
TIAA Wealth Investment Management
New York
USD 41.9 M -USD 2.44 M -24,299 -6%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
USD 38.7 M +USD 3.73 M +37,076 +11%
Bank of America
5
Bank of America
North Carolina
USD 33.8 M +USD 13 M +129,158 +63%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
USD 24.9 M +USD 1.14 M +11,357 +5%
Joel Isaacson & Co
7
Joel Isaacson & Co
New York
USD 24.3 M +USD 883 k +8,781 +4%
HighTower Advisors
8
HighTower Advisors
Illinois
USD 23.9 M +USD 1.8 M +17,856 +8%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
USD 20.5 M +USD 538 k +5,345 +3%
Avantax Planning Partners
10
Avantax Planning Partners
Iowa
USD 18.9 M -USD 302 k -3,000 -2%
Seeds Investor
11
Seeds Investor
New York
USD 16.5 M -USD 10.4 k -103 -0.1%
HCM
12
Hall Capital Management
Rhode Island
USD 14.8 M +USD 14.8 M +146,836 Nuevas
Merit Financial Group
13
Merit Financial Group
Georgia
USD 14.1 M +USD 5.21 M +51,847 +59%
APC
14
Aspire Private Capital
North Carolina
USD 13.8 M +USD 1.94 M +19,334 +16%
Equitable Holdings
15
Equitable Holdings
New York
USD 12.8 M -USD 1.26 M -12,542 -9%
KW
16
Keyvantage Wealth
Pennsylvania
USD 9.5 M +USD 8.08 M +80,301 +569%
First Financial Bank - Trust Division
17
First Financial Bank - Trust Division
Ohio
USD 8.79 M +USD 1.18 M +11,734 +16%
Heartwood Wealth Advisors
18
Heartwood Wealth Advisors
Virginia
USD 8.22 M +USD 888 k +8,832 +12%
SOAG
19
Silver Oak Advisory Group
Oregon
USD 7.39 M +USD 1.17 M +11,629 +19%
Atria Investments
20
Atria Investments
North Carolina
USD 6.81 M +USD 419 k +4,162 +7%
Jones Financial Companies
21
Jones Financial Companies
Missouri
USD 6.65 M +USD 1.72 M +17,055 +35%
Ashton Thomas Private Wealth
22
Ashton Thomas Private Wealth
Arizona
USD 6.51 M -USD 118 k -1,174 -2%
SAM
23
S.A. Mason
Michigan
USD 6.4 M +USD 817 k +8,121 +15%
LPL Financial
24
LPL Financial
California
USD 6.15 M +USD 911 k +9,056 +17%
Prosperity Capital Advisors
25
Prosperity Capital Advisors
Ohio
USD 5.65 M +USD 325 k +3,235 +6%
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