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ícone de VSDM

Vanguard Short Duration Tax-Exempt Bond ETF
VSDM

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Conservest Capital Advisors
76
Conservest Capital Advisors
Pennsylvania
US$ 505 mil +US$ 224 mil +2.933 +80%
Forum Financial Management
77
Forum Financial Management
Illinois
US$ 503 mil +US$ 502 mil +6.567 Nova
Corient Private Wealth
78
Corient Private Wealth
Florida
US$ 501 mil -US$ 54,3 mil -710 -10%
L. Roy Papp & Associates
79
L. Roy Papp & Associates
Arizona
US$ 500 mil – – –
OakTrust Wealth Advisors
80
OakTrust Wealth Advisors
Connecticut
US$ 499 mil +US$ 497 mil +6.509 Nova
Soltis Investment Advisors
81
Soltis Investment Advisors
Utah
US$ 488 mil -US$ 50 mil -655 -9%
Pennsylvania Capital Management
82
Pennsylvania Capital Management
Pennsylvania
US$ 467 mil +US$ 465 mil +6.092 Nova
Deroy & Devereaux Private Investment Counsel
83
Deroy & Devereaux Private Investment Counsel
Michigan
US$ 462 mil +US$ 201 mil +2.630 +77%
Waverly Advisors
84
Waverly Advisors
Alabama
US$ 448 mil +US$ 764 +10 +0,2%
EverSource Wealth Advisors
85
EverSource Wealth Advisors
Alabama
US$ 438 mil +US$ 317 mil +4.150 +264%
NEWAS
86
N.E.W. Advisory Services
Wisconsin
US$ 419 mil +US$ 3,21 mil +42 +0,8%
Sugar Maple Asset Management
87
Sugar Maple Asset Management
Wisconsin
US$ 411 mil +US$ 3,13 mil +41 +0,8%
Betterment LLC
88
Betterment LLC
New York
US$ 393 mil +US$ 392 mil +5.125 Nova
Worth Asset Management
89
Worth Asset Management
Texas
US$ 354 mil +US$ 353 mil +4.614 Nova
Strategic Financial Concepts
90
Strategic Financial Concepts
Texas
US$ 352 mil +US$ 350 mil +4.587 Nova
Financial Planning Hawaii
91
Financial Planning Hawaii
Hawaii
US$ 348 mil +US$ 458 +6 +0,1%
Ascent Group
92
Ascent Group
Virginia
US$ 316 mil – – –
Stratos Wealth Partners
93
Stratos Wealth Partners
Ohio
US$ 309 mil +US$ 2,37 mil +31 +0,8%
Kestra Advisory Services
94
Kestra Advisory Services
Texas
US$ 301 mil +US$ 40,4 mil +529 +16%
Advyzon Investment Management
95
Advyzon Investment Management
Illinois
US$ 292 mil -US$ 2,06 mil -27 -0,7%
Cherry Tree Wealth Management
96
Cherry Tree Wealth Management
Minnesota
US$ 277 mil – – –
Beacon Pointe Advisors
97
Beacon Pointe Advisors
California
US$ 276 mil -US$ 99,3 mil -1.300 -27%
Cambridge Investment Research Advisors
98
Cambridge Investment Research Advisors
Iowa
US$ 249 mil +US$ 30,4 mil +398 +14%
Foundry Financial
99
Foundry Financial
California
US$ 236 mil – – –
TAGStone Capital
100
TAGStone Capital
North Carolina
US$ 235 mil +US$ 234 mil +3.066 Nova
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