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
176
Meridian Wealth Management
Kentucky
$465K
SP
177
Symmetry Partners
Connecticut
$465K +$56.4K +553 +14%
EIA
178
Eldridge Investment Advisors
New Hampshire
$464K +$10.2K +100 +2%
SA
179
Sanctuary Advisors
Indiana
$452K +$109K +1,072 +32%
SFA
180
Sequoia Financial Advisors
Ohio
$442K +$48K +471 +12%
XF
181
XML Financial
Maryland
$431K -$128K -1,253 -23%
Cerity Partners
182
Cerity Partners
New York
$423K -$18.3K -179 -4%
MGW
183
MB Generational Wealth
Washington
$420K +$105K +1,032 +33%
CW
184
CreativeOne Wealth
Kansas
$405K +$408K +4,005 New
SPA
185
Sound Portfolio Advisors
Connecticut
$405K +$408K +4,000 New
EFP
186
Elser Financial Planning
Indiana
$399K
CFA
187
Capstone Financial Advisors
Illinois
$397K +$400K +3,921 New
EC
188
Elequin Capital
New York
$393K +$396K +3,886 New
SWM
189
SigFig Wealth Management
California
$393K +$53.4K +524 +16%
DFP
190
Donalies Financial Planning
District of Columbia
$379K +$382K +3,746 New
BMCM
191
Bryn Mawr Capital Management
Pennsylvania
$372K +$19.9K +195 +6%
SF
192
Summit Financial
New Jersey
$368K +$1.73K +17 +0.5%
KPWS
193
Kestra Private Wealth Services
Texas
$365K +$52.4K +514 +17%
AWE
194
Avidian Wealth Enterprises
Texas
$363K -$102K -1,000 -22%
MPW
195
Magnolia Private Wealth
Pennsylvania
$359K +$97.9K +960 +37%
EPP
196
ETF Portfolio Partners
Kansas
$353K
NW
197
NewEdge Wealth
Pennsylvania
$337K +$340K +3,335 New
BH
198
Burk Holdings
Oklahoma
$324K +$327K +3,203 New
GAMC
199
Garner Asset Management Corp
Texas
$324K
IFG
200
Independent Financial Group
California
$319K +$20.4K +200 +7%