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
MPWS
151
McCarter Private Wealth Services
Massachusetts
$690K +$689K +6,810 New
Envestnet Portfolio Solutions
152
Envestnet Portfolio Solutions
Illinois
$687K +$118K +1,165 +21%
BA
153
Bridgewater Advisors
New York
$683K +$687K +6,797 New
Betterment LLC
154
Betterment LLC
New York
$681K -$269K -2,663 -28%
RFP
155
RCS Financial Planning
Maryland
$674K
AIA
156
Arbor Investment Advisors
North Carolina
$673K
VFG
157
Valley Financial Group
Pennsylvania
$661K +$148K +1,462 +29%
IWS
158
Integrity Wealth Solutions
Colorado
$640K -$41.5K -410 -6%
HI
159
Harbour Investments
Wisconsin
$634K +$95K +939 +18%
MSFS
160
Main Street Financial Solutions
Pennsylvania
$628K +$35.7K +353 +6%
RCS
161
R2 Capital Strategies
Nebraska
$624K +$623K +6,155 New
HWMG
162
Hurlow Wealth Management Group
Indiana
$606K +$110K +1,087 +22%
EWA
163
EverSource Wealth Advisors
Alabama
$602K -$40.5K -400 -6%
CFM
164
Cornerstone Financial Management
Massachusetts
$600K +$22.8K +225 +4%
Baird Financial Group
165
Baird Financial Group
Wisconsin
$599K +$354K +3,500 +145%
CA
166
CoreCap Advisors
Michigan
$599K +$112K +1,107 +23%
SP
167
Symmetry Partners
Connecticut
$580K +$114K +1,132 +25%
P
168
&Partners
Tennessee
$571K +$52.9K +523 +10%
EFP
169
Elser Financial Planning
Indiana
$569K +$169K +1,673 +42%
SC
170
Schiavi & Co
Delaware
$554K +$553K +5,468 New
EIA
171
Eldridge Investment Advisors
New Hampshire
$554K +$89K +880 +19%
CBT
172
Crews Bank & Trust
Florida
$552K
TC
173
TAGStone Capital
North Carolina
$551K -$44.5K -440 -7%
DFP
174
Donalies Financial Planning
District of Columbia
$551K +$171K +1,693 +45%
AA
175
Alesco Advisors
New York
$551K +$267K +2,635 +94%