We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
301
Central Bank & Trust
Kentucky
$18K – – –
FANJ
302
Financial Architects (New Jersey)
New Jersey
$18K – – –
LIA
303
LS Investment Advisors
Michigan
$18K – – –
SSB
304
Sandy Spring Bank
Maryland
$16K – – –
TIM
305
Tortoise Investment Management
New York
$16K – – –
LF
306
Lee Financial
Texas
$15K – – –
Larson Financial Group
307
Larson Financial Group
Missouri
$15K +$15.1K +282 New
NSIM
308
North Star Investment Management
Illinois
$11K +$10.7K +200 New
SignatureFD
309
SignatureFD
Georgia
$11K +$10.8K +202 New
TC
310
Trust Company
Kansas
$9K +$9.43K +176 New
JPLA
311
Joseph P. Lucia & Associates
New York
$8K – – –
MFT
312
Moisand Fitzgerald Tamayo
Florida
$7K – – –
QCIG
313
Quad-Cities Investment Group
Iowa
$6K +$54 +1 +0.9%
Fifth Third Bancorp
314
Fifth Third Bancorp
Ohio
$5K – – –
IBOK
315
Independence Bank of Kentucky
Kentucky
$4K – – –
EI
316
Ellevest Inc
New York
$3K +$2.52K +47 New
PP
317
Paloma Partners
Connecticut
– -$1.59M -29,955 Closed
Dakota Wealth Management
318
Dakota Wealth Management
Florida
– -$1.06M -19,900 Closed
JSA
319
Jacobson & Schmitt Advisors
Wisconsin
– -$852K -16,059 Closed
GSWM
320
Golden State Wealth Management
California
– -$539K -10,173 Closed
LCM
321
Leisure Capital Management
California
– -$500K -9,422 Closed
UWM
322
USAdvisors Wealth Management
Minnesota
– -$497K -9,374 Closed
Johnson Investment Counsel
323
Johnson Investment Counsel
Ohio
– -$467K -8,805 Closed
PGA
324
Portland Global Advisors
Maine
– -$334K -6,300 Closed
Valmark Advisers
325
Valmark Advisers
Ohio
– -$300K -5,654 Closed