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VCRM

Vanguard Core Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
WFA
51
Websterrogers Financial Advisors
South Carolina
$2.79M +$1.59M +20,924 +134%
SAM
52
Smithbridge Asset Management
Pennsylvania
$2.7M +$75.8K +1,000 +3%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$2.48M +$534K +7,051 +28%
S
54
Sunpointe
Missouri
$2.37M +$84.2K +1,111 +4%
BFO
55
Boston Family Office
Massachusetts
$2.35M +$1.19M +15,672 +104%
NA
56
NWM Advisors
California
$2.34M +$8.94K +118 +0.4%
CISOA
57
Capital Investment Services of America
Wisconsin
$2.2M +$98.5K +1,300 +5%
HBT
58
Hills Bank & Trust
Iowa
$2.09M +$2.07M +27,307 New
Cerity Partners
59
Cerity Partners
New York
$2.05M -$12.3K -163 -0.6%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$2.01M -$379 -5 -0%
CFS
61
CRA Financial Services
New Jersey
$1.9M -$25.8K -340 -1%
VFA
62
Valeo Financial Advisors
Indiana
$1.86M +$99.4K +1,312 +6%
DPI
63
Diversified Portfolios Inc
Michigan
$1.86M +$1.85M +24,357 New
GWM
64
Greenwich Wealth Management
Connecticut
$1.83M -$294K -3,882 -14%
ACA
65
Aptus Capital Advisors
Alabama
$1.79M +$1.77M +23,408 New
BEW
66
Burton Enright Welch
California
$1.78M +$148K +1,950 +9%
Natixis Advisors
67
Natixis Advisors
Massachusetts
$1.74M +$1.72M +22,717 New
USWIA
68
UP Strategic Wealth Investment Advisors
Pennsylvania
$1.61M -$1.24M -16,349 -43%
LWMNY
69
Landmark Wealth Management (New York)
New York
$1.59M +$450K +5,936 +40%
SIC
70
SJS Investment Consulting
Ohio
$1.56M +$189K +2,500 +14%
LAM
71
Lakewood Asset Management
Illinois
$1.54M +$1.27M +16,753 +484%
Citadel Advisors
72
Citadel Advisors
Florida
$1.5M +$1.49M +19,604 New
NF
73
NavPoint Financial
Minnesota
$1.38M +$287K +3,785 +26%
GGS
74
Galvin Gaustad & Stein
Arizona
$1.38M +$75.8K +1,000 +6%
LIP
75
Lynch Investment Planning
Pennsylvania
$1.34M +$395K +5,214 +42%