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Vanguard Short-Term Inflation-Protected Securities Index Fund
| Nombre | Posición | Valor operado |
Cambio en acciones |
Cambio en la participación |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| USD 1021 M | +USD 88.2 M | +1,806,098 | +9% |
|
2
SEI Investments
Oaks,
Pennsylvania
| USD 418 M | +USD 17.6 M | +359,329 | +4% |
|
3
Goldman Sachs
New York
| USD 346 M | -USD 122 M | -2,494,963 | -26% |
|
4
Essential Planning
Portsmouth,
New Hampshire
| USD 334 M | +USD 328 M | +6,721,533 | +6,374% |
|
5
Valmark Advisers
Akron,
Ohio
| USD 281 M | +USD 2.44 M | +50,040 | +0.9% |
|
6
Fidelity Investments
Boston,
Massachusetts
| USD 280 M | -USD 23.3 M | -477,920 | -8% |
|
7
Cambridge Associates
Boston,
Massachusetts
| USD 198 M | -USD 10.5 M | -215,589 | -5% |
|
8
Empirical Wealth Management
Seattle,
Washington
| USD 181 M | +USD 8.96 M | +183,419 | +5% |
|
9
Morgan Stanley
New York
| USD 171 M | +USD 595 k | +12,177 | +0.3% |
|
10
Bank of America
Charlotte,
North Carolina
| USD 164 M | -USD 1.55 M | -31,645 | -0.9% |
|
11
Focus Partners Wealth
Boston,
Massachusetts
| USD 142 M | +USD 21.7 M | +445,129 | +18% |
|
12
Wealthspire Advisors (New York)
New York
| USD 133 M | +USD 36 M | +737,805 | +37% |
|
13
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| USD 130 M | +USD 26.7 M | +545,858 | +26% |
|
14
Betterment LLC
New York
| USD 122 M | -USD 14.2 M | -291,046 | -10% |
|
15
Savant Capital
Rockford,
Illinois
| USD 104 M | +USD 24.9 M | +509,237 | +31% |
|
16
Envestnet Asset Management
Chicago,
Illinois
| USD 97.6 M | -USD 8.31 M | -170,125 | -8% |
|
17
Alesco Advisors
Pittsford,
New York
| USD 90.5 M | +USD 2.17 M | +44,401 | +2% |
|
18
Wells Fargo
San Francisco,
California
| USD 89.6 M | +USD 3.69 M | +75,621 | +4% |
|
19
LPL Financial
San Diego,
California
| USD 80.8 M | +USD 11.5 M | +236,239 | +16% |
|
20
HighTower Advisors
Chicago,
Illinois
| USD 80.1 M | +USD 4.93 M | +100,978 | +6% |
|
21
Satovsky Asset Management
New York
| USD 72 M | +USD 963 k | +19,712 | +1% |
|
22
Corient Private Wealth
Miami,
Florida
| USD 63.5 M | -USD 717 k | -14,670 | -1% |
|
23
Klingman & Associates
New York
| USD 63.3 M | +USD 8.01 M | +163,904 | +14% |
|
24
Charles Schwab
San Francisco,
California
| USD 63.2 M | -USD 2.45 M | -50,205 | -4% |
|
25
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| USD 56 M | +USD 14.8 M | +303,342 | +36% |
|