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Vanguard Tax-Exempt Bond Index Fund
VTEB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
JP Morgan Chase
1
JP Morgan Chase
New York
USD 2778 M +USD 509 M +10,129,865 +23%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
USD 1933 M -USD 17.6 M -349,357 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
USD 1415 M +USD 2.19 M +43,664 +0.2%
Creative Planning
4
Creative Planning
Kansas
USD 1382 M -USD 10.6 M -211,850 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
USD 1364 M +USD 127 M +2,533,165 +10%
Wealthfront Advisers
6
Wealthfront Advisers
California
USD 1319 M +USD 58.8 M +1,169,660 +5%
Charles Schwab
7
Charles Schwab
California
USD 1164 M -USD 91.3 M -1,817,721 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
USD 1081 M +USD 52.9 M +1,052,382 +5%
SEI Investments
9
SEI Investments
Pennsylvania
USD 801 M +USD 84.3 M +1,678,352 +12%
Wells Fargo
10
Wells Fargo
California
USD 751 M +USD 23.4 M +464,987 +3%
Northern Trust
11
Northern Trust
Illinois
USD 749 M +USD 10.6 M +211,579 +1%
Bank of America
12
Bank of America
North Carolina
USD 706 M +USD 66 M +1,313,927 +10%
TIAA-CREF Individual & Institutional Services
13
TIAA-CREF Individual & Institutional Services
New York
USD 667 M +USD 24.3 M +483,641 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
USD 581 M +USD 32.5 M +647,491 +6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
USD 540 M +USD 90.2 M +1,794,956 +20%
LPL Financial
16
LPL Financial
California
USD 528 M +USD 40.5 M +806,620 +8%
Franklin Resources
17
Franklin Resources
California
USD 363 M -USD 2.47 M -49,174 -0.7%
Betterment LLC
18
Betterment LLC
New York
USD 357 M +USD 6.63 M +131,923 +2%
CLA (CliftonLarsonAllen) Wealth Advisors
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
USD 323 M +USD 3.9 M +77,516 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
USD 296 M +USD 22.6 M +450,334 +8%
Mariner
21
Mariner
Kansas
USD 242 M +USD 25.7 M +512,423 +12%
Corient Private Wealth
22
Corient Private Wealth
Florida
USD 230 M +USD 2.76 M +54,932 +1%
UBS Group
23
UBS Group
Switzerland
USD 229 M +USD 8.87 M +176,473 +4%
RWA Wealth Partners
24
RWA Wealth Partners
Massachusetts
USD 226 M +USD 11.3 M +225,571 +5%
Cerity Partners
25
Cerity Partners
New York
USD 223 M +USD 679 k +13,515 +0.3%
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