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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
MWM
101
McNaughton Wealth Management
California
USD 1.36 M +USD 861 k +8,516 +172%
Waverly Advisors
102
Waverly Advisors
Alabama
USD 1.35 M +USD 15.2 k +150 +1%
UA
103
URS Advisory
Florida
USD 1.34 M +USD 417 k +4,120 +45%
SPA
104
Sound Portfolio Advisors
Connecticut
USD 1.3 M +USD 897 k +8,872 +222%
Cardiff Park Advisors
105
Cardiff Park Advisors
California
USD 1.3 M -USD 100 k -993 -7%
TPF
106
Tribridge Partners Financial
Maryland
USD 1.29 M +USD 142 k +1,406 +12%
SFP
107
SwitchPoint Financial Planning
Utah
USD 1.25 M -USD 10.3 k -102 -0.8%
WIC
108
Whitegate Investment Counselors
New Hampshire
USD 1.25 M -USD 511 k -5,050 -29%
Per Stirling Capital Management
109
Per Stirling Capital Management
Texas
USD 1.22 M +USD 98 k +969 +9%
Pathstone Holdings
110
Pathstone Holdings
New Jersey
USD 1.22 M -USD 195 k -1,929 -14%
Flagship Harbor Advisors
111
Flagship Harbor Advisors
Massachusetts
USD 1.21 M -USD 6.78 k -67 -0.6%
Signal Advisors Wealth
112
Signal Advisors Wealth
Michigan
USD 1.2 M – – –
AIM
113
Alhambra Investment Management
Florida
USD 1.19 M +USD 91 k +900 +8%
BRPW
114
Ballast Rock Private Wealth
South Carolina
USD 1.11 M -USD 6.58 k -65 -0.6%
Allworth Financial
115
Allworth Financial
California
USD 1.1 M +USD 442 k +4,373 +67%
Luther King Capital Management (LKCM)
116
Luther King Capital Management (LKCM)
Texas
USD 1.09 M – – –
Janney Montgomery Scott
117
Janney Montgomery Scott
Pennsylvania
USD 1.09 M -USD 26.3 k -260 -2%
MA
118
Mutual Advisors
Nebraska
USD 1.09 M +USD 1.08 M +10,715 Nuevas
JP Morgan Chase
119
JP Morgan Chase
New York
USD 1.03 M +USD 793 k +7,841 +336%
Planning Center Inc
120
Planning Center Inc
Illinois
USD 1.03 M -USD 50.1 k -495 -5%
CPC
121
Congress Park Capital
New York
USD 1.01 M +USD 202 k +2,000 +25%
Burney Company
122
Burney Company
Virginia
USD 989 k +USD 80.1 k +792 +9%
Cambridge Investment Research Advisors
123
Cambridge Investment Research Advisors
Iowa
USD 967 k +USD 31.9 k +315 +3%
Quantinno Capital Management
124
Quantinno Capital Management
New York
USD 956 k -USD 200 k -1,978 -17%
William Blair & Company
125
William Blair & Company
Illinois
USD 953 k -USD 89.5 k -885 -9%
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