We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SWG
276
Summit Wealth Group
Vermont
$6.17M -$4.7M -96,313 -43%
BWM
277
Brown Wealth Management
Illinois
$6.09M +$2.71M +55,493 +81%
LCM
278
Liberty Capital Management
Michigan
$6.06M +$406K +8,312 +7%
CWMK
279
Caliber Wealth Management (Kansas)
Kansas
$6.02M -$413K -8,453 -6%
CAWM
280
Capital Advisors Wealth Management
Washington
$5.95M +$1.78M +36,437 +43%
AFTS
281
American Financial & Tax Strategies
New York
$5.86M +$421K +8,608 +8%
AG
282
Ascent Group
Virginia
$5.83M +$460K +9,407 +9%
BC
283
Bowman & Company
Wisconsin
$5.81M +$1.26M +25,841 +28%
DWM
284
Dynasty Wealth Management
Florida
$5.64M +$141K +2,880 +3%
GVAG
285
Great Valley Advisor Group
Delaware
$5.6M -$1.71M -35,106 -24%
IAN
286
Integrated Advisors Network
Texas
$5.6M +$2.4M +49,185 +76%
GLLW
287
Graves Light Lenhart Wealth
Virginia
$5.55M +$384K +7,863 +7%
CTWM
288
Cherry Tree Wealth Management
Minnesota
$5.53M +$1.55M +31,728 +39%
SCA
289
Stonebridge Capital Advisors
Minnesota
$5.51M +$209K +4,281 +4%
NL
290
NWAM LLC
Washington
$5.5M +$392K +8,017 +8%
Luther King Capital Management (LKCM)
291
Luther King Capital Management (LKCM)
Texas
$5.49M
SHF
292
Stage Harbor Financial
Massachusetts
$5.44M -$68.4K -1,400 -1%
ODA
293
One Degree Advisors
California
$5.4M +$41K +839 +0.8%
TGAM
294
TBH Global Asset Management
Tennessee
$5.35M +$4.56M +93,393 +591%
HDIM
295
Hanson & Doremus Investment Management
Vermont
$5.32M +$306K +6,265 +6%
ERIC
296
Eagle Rock Investment Company
Georgia
$5.28M +$277K +5,675 +6%
PIMG
297
Patriot Investment Management Group
Tennessee
$5.26M +$354K +7,247 +7%
PA
298
Pinnacle Associates
New York
$5.25M +$1.47M +30,115 +39%
CISOA
299
Capital Investment Services of America
Wisconsin
$5.24M -$608K -12,455 -10%
YCG
300
Yeomans Consulting Group
Georgia
$5.18M +$164K +3,360 +3%