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Vanguard California Tax-Exempt Bond ETF
VTEC

Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
1
Charles Schwab
California
$23.2M +$23M +229,313 New
Jane Street
2
Jane Street
New York
$6.3M +$5.46M +54,384 +697%
WPC
3
Wedmont Private Capital
Pennsylvania
$5.61M +$477K +4,743 +9%
FMN
4
Financial Management Network
California
$1.85M +$704K +7,008 +62%
FCA
5
FLC Capital Advisors
California
$1.78M +$83.6K +832 +5%
FPCP
6
Fort Point Capital Partners
California
$1.75M +$1.73M +17,218 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.74M +$1.38M +13,775 +405%
FTUS
8
Flow Traders U.S.
New York
$1.73M +$1.72M +17,069 New
RJA
9
Raymond James & Associates
Florida
$1.46M +$1.19M +11,824 +460%
DAS
10
Diversify Advisory Services
Utah
$1.33M +$1.34M +13,300 New
Creative Planning
11
Creative Planning
Kansas
$1.11M +$739K +7,356 +206%
WS
12
Wedbush Securities
California
$1.04M +$1.03M +10,299 New
BHPW
13
Beverly Hills Private Wealth
California
$1.04M +$1.03M +10,283 New
BAG
14
Bridgewealth Advisory Group
California
$888K +$387K +3,849 +78%
BPA
15
Beacon Pointe Advisors
California
$858K +$296K +2,946 +53%
VAF
16
Values Added Financial
District of Columbia
$740K – – –
JIC
17
Joel Isaacson & Co
New York
$721K +$9.35K +93 +1%
PCMC
18
Paragon Capital Management (Colorado)
Colorado
$636K +$631K +6,278 New
RFP
19
Root Financial Partners
California
$608K +$603K +6,000 New
OWM
20
Opes Wealth Management
California
$573K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$558K +$50.2K +500 +10%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$536K +$262K +2,607 +97%
LPL Financial
23
LPL Financial
California
$477K +$472K +4,702 New
MWM
24
Meridian Wealth Management
Kentucky
$462K +$458K +4,555 New
TA
25
TPG Advisors
Illinois
$406K +$151K +1,504 +60%
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