We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
226
McGlone Suttner Wealth Management
Wisconsin
$4.31M +$4.26M +87,169 New
TCB
227
Texas Capital Bancshares
Texas
$4.22M +$2.26M +46,220 +119%
TC
228
TAGStone Capital
North Carolina
$4.21M +$549K +11,221 +15%
NL
229
NWAM LLC
Washington
$4.17M +$2.41M +49,297 +141%
AIS
230
American Investment Services
Massachusetts
$4.17M -$349K -7,143 -8%
ST
231
Smithfield Trust
Pennsylvania
$4.15M -$209K -4,279 -5%
CFA
232
Capstone Financial Advisors
Illinois
$4.12M +$2.2M +45,086 +118%
DI
233
DFPG Investments
Utah
$4.1M +$3.99M +81,528 New
AA
234
Alesco Advisors
New York
$4.08M -$365K -7,460 -8%
Rockefeller Capital Management
235
Rockefeller Capital Management
New York
$4.06M -$3.14M -64,309 -44%
RT
236
Rockland Trust
Massachusetts
$4.06M +$380K +7,767 +10%
SP
237
Symmetry Partners
Connecticut
$4.05M -$381K -7,802 -9%
WTC
238
WhitTier Trust Company
Nevada
$4.03M -$733K -14,988 -16%
BC
239
Bowman & Company
Wisconsin
$4.02M +$164K +3,352 +4%
CFD
240
Creative Financial Designs
Indiana
$4M -$223K -4,564 -5%
Thrivent Financial for Lutherans
241
Thrivent Financial for Lutherans
Minnesota
$4M -$799K -16,349 -17%
WFA
242
Websterrogers Financial Advisors
South Carolina
$3.99M +$142K +2,908 +4%
MFS
243
McNamara Financial Services
Massachusetts
$3.99M +$156K +3,194 +4%
I
244
INVST
Indiana
$3.98M -$573K -11,718 -13%
IWC
245
Integrated Wealth Concepts
Massachusetts
$3.97M +$2.07M +42,354 +112%
TCM
246
TD Capital Management
Tennessee
$3.95M -$1.07M -21,807 -21%
TIM
247
Tortoise Investment Management
New York
$3.9M -$288K -5,886 -7%
CA
248
Clearstead Advisors
Ohio
$3.86M +$3.29M +67,364 +639%
CAAS
249
Capital Asset Advisory Services
Michigan
$3.83M +$3.78M +77,362 New
SF
250
Summit Financial
New Jersey
$3.82M +$3.25M +66,511 +618%