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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
51
Timmons Wealth Management
Massachusetts
$586K +$330K +4,292 +127%
Jane Street
52
Jane Street
New York
$579K -$4.51M -58,682 -89%
QFPS
53
Quantum Financial Planning Services
Washington
$576K +$1.54K +20 +0.3%
EH
54
Equitable Holdings
New York
$556K +$560K +7,284 New
Corient Private Wealth
55
Corient Private Wealth
Florida
$553K -$1.44M -18,794 -72%
SIA
56
Soltis Investment Advisors
Utah
$536K +$241K +3,133 +80%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$534K +$538K +7,000 New
GWA
58
Gutierrez Wealth Advisory
Arkansas
$508K +$147K +1,908 +40%
LRPA
59
L. Roy Papp & Associates
Arizona
$497K +$501K +6,520 New
WA
60
Waverly Advisors
Alabama
$446K +$47.3K +615 +12%
BMCM
61
Bryn Mawr Capital Management
Pennsylvania
$425K +$177K +2,300 +70%
NEWAS
62
N.E.W. Advisory Services
Wisconsin
$414K +$2.15K +28 +0.5%
SMAM
63
Sugar Maple Asset Management
Wisconsin
$406K +$178K +2,318 +77%
BPA
64
Beacon Pointe Advisors
California
$374K +$102K +1,333 +37%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$360K -$255K -3,314 -41%
FPH
66
Financial Planning Hawaii
Hawaii
$346K +$615 +8 +0.2%
AG
67
Ascent Group
Virginia
$314K +$64.8K +843 +26%
SWP
68
Stratos Wealth Partners
Ohio
$305K +$308K +4,003 New
AIM
69
Advyzon Investment Management
Illinois
$293K -$4.69K -61 -2%
CCA
70
Conservest Capital Advisors
Pennsylvania
$279K -$1.36M -17,697 -83%
CTWM
71
Cherry Tree Wealth Management
Minnesota
$276K +$278K +3,621 New
WF
72
Wayfinding Financial
Washington
$275K -$146K -1,897 -34%
KAS
73
Kestra Advisory Services
Texas
$260K +$15.7K +204 +6%
DDPIC
74
Deroy & Devereaux Private Investment Counsel
Michigan
$259K
MHR
75
Matthew Hamilton Rosenberg
$244K +$246K +3,202 New