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Vanguard Short-Term Tax-Exempt Bond ETF
VTES

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Wescott Financial Advisory Group
1
Wescott Financial Advisory Group
Pennsylvania
USD 58.2 M +USD 4.25 M +42,547 +8%
Beaird Harris Wealth Management
2
Beaird Harris Wealth Management
Texas
USD 17.8 M -USD 455 k -4,550 -2%
Bank of America
3
Bank of America
North Carolina
USD 11.8 M +USD 4.66 M +46,634 +66%
Capital Investment Services of America
4
Capital Investment Services of America
Wisconsin
USD 9.26 M +USD 1.22 M +12,220 +15%
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
USD 7.95 M +USD 888 k +8,879 +13%
San Luis Wealth Advisors
6
San Luis Wealth Advisors
California
USD 6.93 M +USD 6.92 M +69,254 Nuevas
Stonebridge Capital Advisors
7
Stonebridge Capital Advisors
Minnesota
USD 6.28 M +USD 2.5 M +25,026 +66%
Raymond James & Associates
8
Raymond James & Associates
Florida
USD 5.14 M +USD 258 k +2,586 +5%
GenTrust
9
GenTrust
Florida
USD 4.65 M +USD 4.64 M +46,427 Nuevas
KC
10
Kades & Cheifetz
Pennsylvania
USD 4.32 M +USD 579 k +5,794 +15%
Altiora Financial Group
11
Altiora Financial Group
Ohio
USD 3.73 M +USD 3.72 M +37,260 Nuevas
JP Morgan Chase
12
JP Morgan Chase
New York
USD 3.69 M +USD 3.69 M +36,921 Nuevas
Diversified Portfolios Inc
13
Diversified Portfolios Inc
Michigan
USD 3.06 M -USD 695 k -6,955 -19%
Firestone Capital Management
14
Firestone Capital Management
Florida
USD 2.79 M +USD 1.02 M +10,172 +57%
Whitegate Investment Counselors
15
Whitegate Investment Counselors
New Hampshire
USD 2.58 M -USD 77 k -770 -3%
Evanson Asset Management
16
Evanson Asset Management
California
USD 2.56 M +USD 46.7 k +467 +2%
Mayport LLC
17
Mayport LLC
Massachusetts
USD 2.06 M +USD 410 k +4,103 +25%
Burton Enright Welch
18
Burton Enright Welch
California
USD 1.99 M +USD 423 k +4,236 +27%
Sterling Financial Planning
19
Sterling Financial Planning
New Jersey
USD 1.91 M -USD 262 k -2,621 -12%
Silver Oak Advisory Group
20
Silver Oak Advisory Group
Oregon
USD 1.84 M +USD 124 k +1,238 +7%
Graypoint LLC
21
Graypoint LLC
New York
USD 1.64 M – – –
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
USD 1.63 M +USD 354 k +3,545 +28%
Jane Street
23
Jane Street
New York
USD 1.6 M +USD 32.9 k +329 +2%
Creative Financial Designs
24
Creative Financial Designs
Indiana
USD 1.44 M +USD 1.12 M +11,251 +360%
MGO Private Wealth
25
MGO Private Wealth
California
USD 1.34 M +USD 1.34 M +13,433 Nuevas
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