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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
26
Blue Trust Inc
Georgia
$1.94M +$1.62M +21,131 +496%
VP
27
Verum Partners
North Carolina
$1.64M +$174K +2,266 +12%
LPL Financial
28
LPL Financial
California
$1.57M +$1.02M +13,256 +182%
Financial Engines Advisors
29
Financial Engines Advisors
California
$1.44M +$845K +10,996 +141%
CFS
30
CRA Financial Services
New Jersey
$1.4M +$44.6K +580 +3%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$1.21M +$1.22M +15,910 New
BEW
32
Burton Enright Welch
California
$1.18M +$61.3K +798 +5%
BEAM
33
Baker Ellis Asset Management
Washington
$1.17M
BFO
34
Boston Family Office
Massachusetts
$1.16M +$18.9K +246 +2%
BCG
35
Breakwater Capital Group
New Jersey
$1.15M +$161K +2,097 +16%
MWS
36
MFA Wealth Services
California
$1.14M +$20.5K +267 +2%
SFGP
37
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.13M +$347K +4,510 +44%
EFS
38
Essex Financial Services
Connecticut
$1.13M +$24K +312 +2%
P
39
&Partners
Tennessee
$1.07M +$846K +11,000 New
HF
40
HRT Financial
New York
$981K +$989K +12,861 New
SAW
41
Signal Advisors Wealth
Michigan
$852K +$858K +11,165 New
AWA
42
Acumen Wealth Advisors
Tennessee
$844K +$830K +10,802 +4,123%
KLI
43
Kelman-Lazarov Inc
Tennessee
$804K +$22.1K +288 +3%
CA
44
Clearstead Advisors
Ohio
$744K +$750K +9,751 New
PGFC
45
Peapack-Gladstone Financial Corp
New Jersey
$740K +$284K +3,700 +62%
GVAG
46
Great Valley Advisor Group
Delaware
$729K +$735K +9,555 New
PCM
47
Prospera Capital Management
Arizona
$713K
P
48
Pandowealth
Georgia
$695K +$700K +9,104 New
IWC
49
Integrated Wealth Concepts
Massachusetts
$665K +$670K +8,715 New
NEPWA
50
New England Private Wealth Advisors
Massachusetts
$640K +$154 +2 +0%