We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
226
Fidelity Investments
Massachusetts
$65K -$105K -2,089 -62%
TWA
227
TCI Wealth Advisors
Arizona
$63K +$62K +1,230 New
CFD
228
Creative Financial Designs
Indiana
$60K -$222K -4,406 -79%
SF
229
Synovus Financial
Georgia
$60K +$302 +6 +0.5%
Lazard Asset Management
230
Lazard Asset Management
New York
$58K
LWM
231
Lenox Wealth Management
Ohio
$46K
PA
232
Parallel Advisors
California
$45K +$5.04K +100 +13%
Bank of Montreal
233
Bank of Montreal
Ontario, Canada
$44K +$43.9K +871 New
GAM
234
Gemmer Asset Management
California
$41K +$302 +6 +0.8%
LB
235
Legacy Bridge
Iowa
$33K +$32.2K +639 New
MSA
236
Marino Stram & Associates
Massachusetts
$31K -$130K -2,581 -81%
WTB
237
Washington Trust Bank
Washington
$30K +$29.2K +580 New
PCG
238
Private Capital Group
Connecticut
$27K
CJA
239
C-J Advisory
California
$23K +$23.1K +458 New
FANJ
240
Financial Architects (New Jersey)
New Jersey
$17K
CBT
241
Central Bank & Trust
Kentucky
$17K +$16.6K +330 New
GI
242
Gradient Investments
Minnesota
$16K +$15.9K +316 New
TIM
243
Tortoise Investment Management
New York
$15K -$375K -7,450 -96%
SSB
244
Sandy Spring Bank
Maryland
$15K
RWA
245
River Wealth Advisors
Pennsylvania
$14K
KPW
246
Kore Private Wealth
New York
$11K +$11K +219 New
LIA
247
LS Investment Advisors
Michigan
$10K
NSIM
248
North Star Investment Management
Illinois
$10K
Fifth Third Bancorp
249
Fifth Third Bancorp
Ohio
$5K -$157K -3,115 -97%
QCIG
250
Quad-Cities Investment Group
Iowa
$5K