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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$2.78B +$509M +10,129,865 +23%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$1.93B -$17.6M -349,357 -0.9%
Morgan Stanley
3
Morgan Stanley
New York
$1.41B +$2.19M +43,664 +0.2%
Creative Planning
4
Creative Planning
Kansas
$1.38B -$10.6M -211,850 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
$1.36B +$127M +2,533,165 +10%
Wealthfront Advisers
6
Wealthfront Advisers
California
$1.32B +$58.8M +1,169,660 +5%
Charles Schwab
7
Charles Schwab
California
$1.16B -$91.3M -1,817,721 -7%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$1.08B +$52.9M +1,052,382 +5%
SEI Investments
9
SEI Investments
Pennsylvania
$801M +$84.3M +1,678,352 +12%
Wells Fargo
10
Wells Fargo
California
$751M +$23.4M +464,987 +3%
Northern Trust
11
Northern Trust
Illinois
$749M +$10.6M +211,579 +1%
Bank of America
12
Bank of America
North Carolina
$706M +$66M +1,313,927 +10%
TCIIS
13
TIAA-CREF Individual & Institutional Services
New York
$667M +$24.3M +483,641 +4%
Mercer Global Advisors
14
Mercer Global Advisors
Colorado
$581M +$32.5M +647,491 +6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$540M +$90.2M +1,794,956 +20%
LPL Financial
16
LPL Financial
California
$528M +$40.5M +806,620 +8%
Franklin Resources
17
Franklin Resources
California
$363M -$2.47M -49,174 -0.7%
Betterment LLC
18
Betterment LLC
New York
$357M +$6.63M +131,923 +2%
CCWA
19
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$323M +$3.9M +77,516 +1%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$296M +$22.6M +450,334 +8%
Mariner
21
Mariner
Kansas
$242M +$25.7M +512,423 +12%
Corient Private Wealth
22
Corient Private Wealth
Florida
$230M +$2.76M +54,932 +1%
UBS Group
23
UBS Group
Switzerland
$229M +$8.87M +176,473 +4%
RWP
24
RWA Wealth Partners
Massachusetts
$226M +$11.3M +225,571 +5%
Cerity Partners
25
Cerity Partners
New York
$223M +$679K +13,515 +0.3%