We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WLIM
276
White Lighthouse Investment Management
Massachusetts
$305K +$69.6K +1,300 +30%
ATFA
277
All Terrain Financial Advisors
Minnesota
$305K +$305K +5,700 New
EWA
278
EP Wealth Advisors
California
$304K +$2.25K +42 +0.7%
SFSG
279
Stearns Financial Services Group
North Carolina
$301K +$301K +5,620 New
DC
280
Davenport & Co
Virginia
$299K – – –
AAP
281
Arax Advisory Partners
Colorado
$295K +$2.35K +44 +0.8%
PCG
282
Private Capital Group
Connecticut
$294K +$173K +3,224 +142%
APA
283
American Portfolios Advisors
New York
$294K +$55K +1,027 +23%
BCA
284
Bay Colony Advisors
Massachusetts
$290K -$84.8K -1,584 -23%
WA
285
WBH Advisory
Maryland
$290K +$290K +5,427 New
VAG
286
VisionPoint Advisory Group
Texas
$289K – – –
FVWA
287
Foster Victor Wealth Advisors
South Carolina
$289K +$12.5K +233 +5%
SCA
288
Snowden Capital Advisors
New York
$284K -$42.5K -795 -13%
IA
289
IFG Advisory
Georgia
$281K – – –
RA
290
Riversedge Advisors
Delaware
$280K -$7.17K -134 -2%
EA
291
Efficient Advisors
Ohio
$278K +$11.7K +219 +4%
WAP
292
Wealthcare Advisory Partners
Pennsylvania
$278K +$167K +3,116 +150%
MGIA
293
Moneta Group Investment Advisors
Missouri
$270K -$73.5K -1,373 -21%
MWM
294
Meridian Wealth Management
Kentucky
$270K – – –
HI
295
Hudock Inc
Pennsylvania
$262K -$63.1K -1,180 -19%
KCM
296
Kanawha Capital Management
Virginia
$260K – – –
MWM
297
Modera Wealth Management
New Jersey
$260K +$20.8K +388 +9%
PHIMC
298
Private Harbour Investment Management & Counsel
Ohio
$256K – – –
IC
299
Intersect Capital
California
$255K +$255K +4,759 New
BOPW
300
Brandywine Oak Private Wealth
Pennsylvania
$252K -$25K -468 -9%
10 11
12
13 14