We are live on ! Find out more
VTEC icon

Vanguard California Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
VST
76
Van Strum & Towne
California
$1.17M +$399K +4,000 +52%
NBWM
77
North Berkeley Wealth Management
California
$1.13M +$295K +2,954 +35%
Royal Bank of Canada
78
Royal Bank of Canada
Ontario, Canada
$1.11M +$93K +932 +9%
GWA
79
Geometric Wealth Advisors
District of Columbia
$1.08M +$8.29K +83 +0.8%
RBCM
80
Raub Brock Capital Management
California
$1.02M +$1.01M +10,105 New
GSAM
81
Grant Street Asset Management
Pennsylvania
$1.01M +$1M +10,063 New
SHGA
82
Sand Hill Global Advisors
California
$955K
SM
83
Sweeney & Michel
California
$939K +$102K +1,026 +12%
CWA
84
Crux Wealth Advisors
California
$933K +$926K +9,274 New
CAM
85
Cresset Asset Management
Illinois
$881K +$874K +8,754 New
AQR Capital Management
86
AQR Capital Management
Connecticut
$874K
OC
87
Oppenheimer & Co
New York
$815K -$49.9K -500 -6%
IAN
88
Integrated Advisors Network
Texas
$802K -$3.53M -35,314 -82%
PFG
89
Prospect Financial Group
Virginia
$783K +$777K +7,784 New
SA
90
Sanctuary Advisors
Indiana
$754K +$421K +4,220 +129%
Cerity Partners
91
Cerity Partners
New York
$745K +$222K +2,226 +43%
CPW
92
Catalyst Private Wealth
California
$744K -$208K -2,080 -22%
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$709K -$397K -3,978 -36%
IWC
94
Integrated Wealth Concepts
Massachusetts
$708K +$160K +1,598 +29%
Vanguard National Trust
95
Vanguard National Trust
Pennsylvania
$707K
W
96
WorthPointe
California
$701K +$696K +6,970 New
SFG
97
Stonebridge Financial Group
California
$695K +$690K +6,916 New
AAS
98
Ameritas Advisory Services
Nebraska
$687K
SW
99
SteelPeak Wealth
California
$670K
NF
100
NavPoint Financial
Minnesota
$648K +$84.7K +848 +15%