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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
QA
326
Quantitative Advantage
Minnesota
$2.47M +$316K +6,473 +15%
BWA
327
Burt Wealth Advisors
Maryland
$2.47M +$657K +13,429 +37%
William Blair & Company
328
William Blair & Company
Illinois
$2.47M +$992K +20,284 +68%
VWA
329
Visionary Wealth Advisors
Illinois
$2.45M -$529K -10,818 -18%
WCA
330
Westover Capital Advisors
Delaware
$2.39M -$59.7K -1,221 -2%
AL
331
ADE LLC
Maryland
$2.37M +$2.34M +47,962 New
CPIG
332
Chicago Partners Investment Group
Illinois
$2.33M +$979K +20,023 +77%
MWM
333
McNaughton Wealth Management
California
$2.29M +$341K +6,973 +18%
SPIA
334
Steward Partners Investment Advisory
New York
$2.29M -$4.92M -100,548 -69%
FCH
335
Freestone Capital Holdings
Washington
$2.28M +$934K +19,102 +71%
NG
336
Northstar Group
New York
$2.27M -$153K -3,137 -6%
ORC
337
O'Rourke & Company
Massachusetts
$2.24M +$701K +14,333 +46%
GWM
338
Grand Wealth Management
Michigan
$2.21M +$535K +10,945 +32%
AAS
339
Annex Advisory Services
Wisconsin
$2.19M +$838K +17,146 +63%
FWM
340
ForthRight Wealth Management
Georgia
$2.19M +$355K +7,259 +20%
SAS
341
Sanford Advisory Services
Michigan
$2.16M +$2.13M +43,598 New
HWP
342
Highline Wealth Partners
California
$2.15M +$2.13M +43,522 New
PFA
343
Pure Financial Advisors
California
$2.13M +$1.23M +25,235 +142%
AWM
344
Axxcess Wealth Management
California
$2.12M +$1.2M +24,563 +134%
CA
345
Continuum Advisory
Idaho
$2.1M -$167K -3,426 -7%
RWA
346
Redhawk Wealth Advisors
Minnesota
$2.09M
NCM
347
Neumann Capital Management
California
$2.09M +$218K +4,455 +12%
CCFCSB
348
Cape Cod Five Cents Savings Bank
Massachusetts
$2.09M -$1.69M -34,632 -45%
BWL
349
Beacon Wealthcare LLC
North Carolina
$2.08M +$2.06M +42,071 New
SFG
350
Snider Financial Group
Washington
$2.06M -$23.5K -480 -1%