We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
301
Stokes Family Office
Louisiana
$1.75M +$740K +13,913 +70%
GIA
302
Goodwin Investment Advisory
Georgia
$1.75M +$1.01M +19,016 +129%
HWM
303
HB Wealth Management
Georgia
$1.75M +$1.8M +33,865 New
HWMG
304
Hurlow Wealth Management Group
Indiana
$1.74M +$1.19M +22,334 +195%
CIP
305
Capital Insight Partners
Arizona
$1.74M -$325K -6,102 -15%
ML
306
Mayport LLC
Massachusetts
$1.73M +$19.3K +362 +1%
KeyBank National Association
307
KeyBank National Association
Ohio
$1.72M -$265K -4,987 -13%
HSA
308
HBK Sorce Advisory
Pennsylvania
$1.71M +$779K +14,639 +79%
QA
309
Quantitative Advantage
Minnesota
$1.68M +$185K +3,485 +12%
EA
310
Elm Advisors
California
$1.65M -$399K -7,490 -19%
NC
311
NewSquare Capital
Pennsylvania
$1.64M +$40.5K +760 +2%
FSG
312
Financial Strategies Group
Michigan
$1.61M +$105K +1,970 +7%
SIM
313
Studio Investment Management
Illinois
$1.57M -$22.9K -430 -1%
AW
314
Alaethes Wealth
Nevada
$1.55M +$60.5K +1,136 +4%
NA
315
NewEdge Advisors
Louisiana
$1.54M +$160K +3,010 +11%
WFM
316
Wolff Financial Management
Michigan
$1.53M +$3.14K +59 +0.2%
PWM
317
Perigon Wealth Management
California
$1.52M +$350K +6,571 +29%
FRA
318
Frank Rimerman Advisors
California
$1.51M +$845K +15,872 +118%
BFO
319
Boston Family Office
Massachusetts
$1.5M -$1.55M -29,097 -50%
OFG
320
Orcam Financial Group
California
$1.5M -$41.4K -778 -3%
CWC
321
Carolinas Wealth Consulting
North Carolina
$1.49M +$75.5K +1,418 +5%
VC
322
Veery Capital
Delaware
$1.48M +$128K +2,400 +9%
FA
323
FC Advisory
Pennsylvania
$1.48M +$19.9K +374 +1%
APA
324
American Portfolios Advisors
New York
$1.47M +$54.3K +1,020 +4%
CA
325
CoreCap Advisors
Michigan
$1.46M -$131K -2,456 -8%