We are live on ! Find out more
VTEC icon

Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
B
51
Bailard
California
$2.08M +$2.07M +20,690 New
VA
52
Valmark Advisers
Ohio
$1.97M +$711K +7,119 +57%
DWM
53
Diversify Wealth Management
Utah
$1.96M -$14.1K -141 -0.7%
DAS
54
Diversify Advisory Services
Utah
$1.96M +$1.98M +19,806 New
SAM
55
Satovsky Asset Management
New York
$1.94M +$1.93M +19,287 New
KWA
56
Kingswood Wealth Advisors
California
$1.94M +$1.92M +19,268 New
WI
57
WrapManager Inc
California
$1.93M +$1.92M +19,200 New
PWM
58
Platt Wealth Management
California
$1.91M +$687K +6,881 +57%
MCM
59
Manchester Capital Management
Vermont
$1.81M +$1.8M +18,000 New
Citadel Advisors
60
Citadel Advisors
Florida
$1.72M -$1.62M -16,218 -49%
FCH
61
Freestone Capital Holdings
Washington
$1.68M +$230K +2,302 +16%
QCM
62
Quantinno Capital Management
New York
$1.65M +$9.29K +93 +0.6%
BWP
63
Burling Wealth Partners
Illinois
$1.56M +$1.55M +15,556 New
DWM
64
Ducere Wealth Management
California
$1.53M +$11.8K +118 +0.8%
Focus Partners Wealth
65
Focus Partners Wealth
Massachusetts
$1.53M +$1.52M +15,194 New
SAI
66
Savvy Advisors Inc
New York
$1.51M +$49.8K +499 +3%
FPAS
67
Focus Partners Advisor Solutions
Missouri
$1.5M -$978K -9,800 -40%
EC
68
Elequin Capital
New York
$1.36M +$377K +3,781 +39%
VAF
69
Values Added Financial
District of Columbia
$1.32M +$116K +1,158 +10%
ASG
70
Ariston Services Group
California
$1.31M +$1.3M +13,025 New
MAWA
71
Moss Adams Wealth Advisors
Washington
$1.28M +$367K +3,681 +41%
Mariner
72
Mariner
Kansas
$1.27M -$255K -2,550 -17%
EWA
73
EP Wealth Advisors
California
$1.25M +$33K +331 +3%
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$1.21M +$607K +6,081 +103%
MWM
75
Meridian Wealth Management
Kentucky
$1.18M