We are live on ! Find out more
VTES icon

Vanguard Short-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Modern Wealth Management
Kansas
$1.22M +$967K +9,650 +398%
SFP
77
SwitchPoint Financial Planning
Utah
$1.2M -$129K -1,291 -10%
AIC
78
Allodium Investment Consultants
Minnesota
$1.16M +$128K +1,277 +12%
Citadel Advisors
79
Citadel Advisors
Florida
$1.12M +$1.11M +11,116 New
William Blair & Company
80
William Blair & Company
Illinois
$1.11M +$1.1M +11,014 New
Luther King Capital Management (LKCM)
81
Luther King Capital Management (LKCM)
Texas
$1.09M
KPWS
82
Kestra Private Wealth Services
Texas
$1.09M -$18.6K -186 -2%
PCA
83
Prosperity Capital Advisors
Ohio
$1.08M +$118K +1,181 +12%
PCI
84
Planning Center Inc
Illinois
$1.08M -$15.5K -155 -1%
BAG
85
Bridgewealth Advisory Group
California
$977K +$970K +9,682 New
Focus Partners Wealth
86
Focus Partners Wealth
Massachusetts
$946K +$330K +3,297 +54%
FHA
87
Flagship Harbor Advisors
Massachusetts
$943K +$936K +9,340 New
SAI
88
Savvy Advisors Inc
New York
$938K
BFM
89
Boothbay Fund Management
New York
$934K +$927K +9,250 New
EWA
90
EverSource Wealth Advisors
Alabama
$904K -$568K -5,667 -39%
SNWA
91
Siligmueller & Norvid Wealth Advisors
Illinois
$875K +$575K +5,745 +197%
PWS
92
Physician Wealth Solutions
Nevada
$821K +$814K +8,130 New
HL
93
HeadInvest LLC
Maine
$801K
AIM
94
Alhambra Investment Management
Florida
$787K +$301K +3,000 +63%
PFA
95
Pillar Financial Advisors
Kentucky
$758K -$50.8K -507 -6%
WA
96
Waverly Advisors
Alabama
$735K +$162K +1,615 +29%
AWM
97
Avior Wealth Management
Nebraska
$726K +$110K +1,100 +18%
RFP
98
RCS Financial Planning
Maryland
$705K -$59.1K -590 -8%
EFP
99
EnRich Financial Partners
Wisconsin
$702K -$3.31K -33 -0.5%
BA
100
Bridgewater Advisors
New York
$688K