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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SHGA
351
Sand Hill Global Advisors
California
$3.46M -$1.38M -27,506 -28%
AIS
352
American Investment Services
Massachusetts
$3.45M +$36.6K +732 +1%
HFA
353
High Falls Advisors
New York
$3.45M -$260K -5,201 -7%
RSWM
354
Robertson Stephens Wealth Management
California
$3.43M +$2.9M +57,982 +553%
BWM
355
Brown Wealth Management
Illinois
$3.39M -$18.8K -376 -0.6%
IWS
356
Insight Wealth Strategies
California
$3.39M +$297K +5,944 +10%
PWMG
357
Prestige Wealth Management Group
New Jersey
$3.36M -$43.6K -871 -1%
MPW
358
MGO Private Wealth
California
$3.34M +$1.17M +23,336 +54%
MA
359
Mosaic Advisors
Texas
$3.31M +$514K +10,275 +18%
VWA
360
Visionary Wealth Advisors
Illinois
$3.31M -$806K -16,107 -20%
AA
361
Alesco Advisors
New York
$3.31M -$679K -13,580 -17%
VAG
362
Vannoy Advisory Group
Texas
$3.3M +$81.1K +1,621 +3%
PFM
363
Phillips Financial Management
Indiana
$3.3M +$273K +5,448 +9%
SWM
364
Spire Wealth Management
Virginia
$3.3M -$2.13M -42,598 -39%
SWG
365
Summit Wealth Group
Vermont
$3.28M +$3.27M +65,385 New
FFA
366
Farther Finance Advisors
California
$3.28M -$67.7K -1,354 -2%
SVWG
367
Shared Vision Wealth Group
United States
$3.24M +$82.3K +1,644 +3%
PA
368
Pinnacle Associates
New York
$3.18M +$232K +4,632 +8%
BAAM
369
Baker Avenue Asset Management
California
$3.17M -$70K -1,400 -2%
HGA
370
Hobbs Group Advisors
South Carolina
$3.17M +$3.17M +63,300 New
WPW
371
Watershed Private Wealth
Illinois
$3.17M +$900K +17,990 +40%
PWMAG
372
Pinnacle Wealth Management Advisory Group
New Jersey
$3.16M +$232K +4,632 +8%
HI
373
Harbour Investments
Wisconsin
$3.15M +$261K +5,218 +9%
MI
374
Moneywise Inc
Virginia
$3.14M +$1.43M +28,518 +83%
CWM
375
Cornerstone Wealth Management
Missouri
$3.09M +$129K +2,572 +4%
13 14
15
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