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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
GA
26
GSG Advisors
New Jersey
$3M +$3M +39,200 New
PFA
27
Professional Financial Advisors
Nebraska
$2.93M +$435K +5,690 +17%
TWM
28
Timmons Wealth Management
Massachusetts
$2.88M +$2.29M +29,953 +390%
LPL Financial
29
LPL Financial
California
$2.87M +$1.3M +16,953 +82%
PWM
30
Platt Wealth Management
California
$2.81M +$747K +9,782 +36%
DWM
31
Dakota Wealth Management
Florida
$2.75M +$245K +3,201 +10%
GVAG
32
Great Valley Advisor Group
Delaware
$2.52M +$1.78M +23,303 +244%
BFC
33
Bedel Financial Consulting
Indiana
$2.34M +$2.34M +30,560 New
JP Morgan Chase
34
JP Morgan Chase
New York
$2.19M +$2.18M +28,473 +28,473%
AWM
35
Aprio Wealth Management
Georgia
$2.14M +$78.3K +1,025 +4%
MWC
36
MBM Wealth Consultants
Missouri
$2.11M +$2.11M +27,594 New
HG
37
Harbor Group
New Hampshire
$1.98M -$425K -5,559 -18%
SFGP
38
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.82M +$679K +8,888 +60%
VP
39
Verum Partners
North Carolina
$1.77M +$122K +1,601 +7%
BEW
40
Burton Enright Welch
California
$1.64M +$450K +5,892 +38%
KIM
41
Karpus Investment Management
New York
$1.61M +$1.6M +21,000 New
BFO
42
Boston Family Office
Massachusetts
$1.57M +$401K +5,252 +34%
Financial Engines Advisors
43
Financial Engines Advisors
California
$1.53M +$83.1K +1,088 +6%
HighTower Advisors
44
HighTower Advisors
Illinois
$1.45M +$1.45M +18,959 New
CFS
45
CRA Financial Services
New Jersey
$1.38M -$25.6K -335 -2%
EFS
46
Essex Financial Services
Connecticut
$1.35M +$214K +2,795 +19%
P
47
Pandowealth
Georgia
$1.28M +$585K +7,650 +84%
BEAM
48
Baker Ellis Asset Management
Washington
$1.26M +$76.4K +1,000 +6%
IWC
49
Integrated Wealth Concepts
Massachusetts
$1.23M +$558K +7,301 +84%
Neuberger Berman Group
50
Neuberger Berman Group
New York
$1.22M