We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWP
251
Personal Wealth Partners
Minnesota
$395K – – –
Janney Montgomery Scott
252
Janney Montgomery Scott
Pennsylvania
$393K +$393K +7,349 New
Ameritas Investment Partners
253
Ameritas Investment Partners
Nebraska
$383K +$161K +3,004 +72%
CWC
254
Carolinas Wealth Consulting
North Carolina
$382K +$383K +7,158 New
Klingman & Associates
255
Klingman & Associates
New York
$376K – – –
FPCP
256
Fort Point Capital Partners
California
$375K – – –
SWPG
257
Strategic Wealth Partners Group
Illinois
$375K +$375K +7,000 New
BlackRock
258
BlackRock
New York
$370K +$109K +2,041 +42%
AIP
259
Almanack Investment Partners
Pennsylvania
$367K – – –
PCMC
260
Paragon Capital Management (Colorado)
Colorado
$363K +$363K +6,788 New
CAC
261
Certified Advisory Corp
Florida
$359K – – –
FIM
262
Frontier Investment Management
Texas
$347K -$38.3K -716 -10%
OneDigital Investment Advisors
263
OneDigital Investment Advisors
Kansas
$342K +$2.89K +54 +0.9%
MAS
264
Managed Account Services
Florida
$342K +$339K +6,336 New
Valmark Advisers
265
Valmark Advisers
Ohio
$337K +$337K +6,289 New
CM
266
Columbus Macro
Pennsylvania
$336K -$14.3K -268 -4%
Brighton Jones LLC
267
Brighton Jones LLC
Washington
$330K +$2.41K +45 +0.7%
BL
268
BFSG LLC
California
$326K +$24.9K +465 +8%
RWM
269
RKL Wealth Management
Pennsylvania
$321K -$20.8K -389 -6%
Ashton Thomas Private Wealth
270
Ashton Thomas Private Wealth
Arizona
$315K -$236K -4,408 -43%
Avantax Planning Partners
271
Avantax Planning Partners
Iowa
$315K +$315K +5,891 New
William Blair & Company
272
William Blair & Company
Illinois
$314K +$76.3K +1,426 +32%
MG
273
MilWealth Group
Wisconsin
$311K – – –
BDF
274
Black Diamond Financial
Maryland
$309K +$2.35K +44 +0.8%
LWM
275
Laidlaw Wealth Management
New York
$309K +$309K +5,778 New