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
JSA
101
Jacobson & Schmitt Advisors
Wisconsin
$687K +$682K +6,807 New
MML Investors Services
102
MML Investors Services
Massachusetts
$666K -$41.1K -410 -6%
IWS
103
Integrity Wealth Solutions
Colorado
$662K +$128K +1,278 +24%
PSCM
104
Per Stirling Capital Management
Texas
$635K +$10.2K +102 +2%
MPWT
105
MassMutual Private Wealth & Trust
Connecticut
$586K +$582K +5,807 New
EC
106
Eaton-Cambridge
Arizona
$577K
CBT
107
Crews Bank & Trust
Florida
$560K
OA
108
Oxbow Advisors
Texas
$541K
KAS
109
Kestra Advisory Services
Texas
$522K +$132K +1,321 +34%
QFPS
110
Quantum Financial Planning Services
Washington
$513K +$509K +5,079 New
LKBC
111
L.K. Benson & Company
Maryland
$508K +$2.4K +24 +0.5%
FHC
112
First Heartland Consultants
Missouri
$504K +$500K +4,995 New
EPP
113
ETF Portfolio Partners
Kansas
$504K +$500K +4,990 New
VWA
114
VSM Wealth Advisory
Maryland
$501K +$148K +1,474 +42%
SSW
115
Stone Summit Wealth
Florida
$501K +$62K +619 +14%
LAM
116
Lakewood Asset Management
Illinois
$495K +$2.81K +28 +0.6%
TWM
117
Thrive Wealth Management
Pennsylvania
$482K +$479K +4,780 New
CA
118
CoreCap Advisors
Michigan
$480K +$3.31K +33 +0.7%
MSFS
119
Main Street Financial Solutions
Pennsylvania
$464K +$14.6K +146 +3%
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$458K +$455K +4,542 New
EIA
121
Eldridge Investment Advisors
New Hampshire
$453K -$18.2K -182 -4%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$452K +$71.7K +716 +19%
MF
123
Montis Financial
Massachusetts
$450K
HWM
124
HB Wealth Management
Georgia
$424K +$421K +4,200 New
MPW
125
Magnolia Private Wealth
Pennsylvania
$421K +$418K +4,168 New