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VSDM

Vanguard Short Duration Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
76
Conservest Capital Advisors
Pennsylvania
$505K +$224K +2,933 +80%
FFM
77
Forum Financial Management
Illinois
$503K +$502K +6,567 New
Corient Private Wealth
78
Corient Private Wealth
Florida
$501K -$54.3K -710 -10%
LRPA
79
L. Roy Papp & Associates
Arizona
$500K
OWA
80
OakTrust Wealth Advisors
Connecticut
$499K +$497K +6,509 New
SIA
81
Soltis Investment Advisors
Utah
$488K -$50K -655 -9%
PCM
82
Pennsylvania Capital Management
Pennsylvania
$467K +$465K +6,092 New
DDPIC
83
Deroy & Devereaux Private Investment Counsel
Michigan
$462K +$201K +2,630 +77%
WA
84
Waverly Advisors
Alabama
$448K +$764 +10 +0.2%
EWA
85
EverSource Wealth Advisors
Alabama
$438K +$317K +4,150 +264%
NEWAS
86
N.E.W. Advisory Services
Wisconsin
$419K +$3.21K +42 +0.8%
SMAM
87
Sugar Maple Asset Management
Wisconsin
$411K +$3.13K +41 +0.8%
Betterment LLC
88
Betterment LLC
New York
$393K +$392K +5,125 New
WAM
89
Worth Asset Management
Texas
$354K +$353K +4,614 New
SFC
90
Strategic Financial Concepts
Texas
$352K +$350K +4,587 New
FPH
91
Financial Planning Hawaii
Hawaii
$348K +$458 +6 +0.1%
AG
92
Ascent Group
Virginia
$316K
SWP
93
Stratos Wealth Partners
Ohio
$309K +$2.37K +31 +0.8%
KAS
94
Kestra Advisory Services
Texas
$301K +$40.4K +529 +16%
AIM
95
Advyzon Investment Management
Illinois
$292K -$2.06K -27 -0.7%
BPA
96
Beacon Pointe Advisors
California
$276K -$99.3K -1,300 -27%
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
$249K +$30.4K +398 +14%
FF
98
Foundry Financial
California
$236K
TC
99
TAGStone Capital
North Carolina
$235K +$234K +3,066 New
SWP
100
Summit Wealth Partners
Florida
$231K +$231K +3,019 New