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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OHWA
376
Oak Hill Wealth Advisors
Virginia
$1.79M +$1.77M +36,233 New
KeyBank National Association
377
KeyBank National Association
Ohio
$1.79M +$99.4K +2,034 +6%
BCG
378
Breakwater Capital Group
New Jersey
$1.79M +$1.77M +36,105 New
DC
379
Davenport & Co
Virginia
$1.77M +$26.6K +544 +2%
VBWMG
380
Von Berge Wealth Management Group
California
$1.76M +$7.72K +158 +0.5%
SIS
381
Strategic Investment Solutions
Illinois
$1.74M +$1.67M +34,107 New
MAC
382
Mason & Associates (California)
California
$1.74M +$1.72M +35,112 New
NRI
383
NFP Retirement Inc
California
$1.71M +$877K +17,938 +107%
GFWA
384
Grey Fox Wealth Advisors
Delaware
$1.69M +$1.67M +34,219 New
CPP
385
Capasso Planning Partners
South Carolina
$1.69M -$135K -2,767 -7%
SWA
386
Stratos Wealth Advisors
Ohio
$1.68M -$59.3K -1,213 -3%
BAAM
387
Baker Avenue Asset Management
California
$1.68M +$651K +13,309 +64%
GA
388
Greenspring Advisors
Maryland
$1.68M +$221K +4,523 +15%
TI
389
Truepoint Inc
Ohio
$1.67M +$1.65M +33,805 New
FCA
390
FLC Capital Advisors
California
$1.65M +$1.63M +33,378 New
PCIA
391
Prime Capital Investment Advisors
Kansas
$1.65M -$102K -2,087 -6%
WP
392
WealthShield Partners
North Carolina
$1.64M +$851K +17,413 +110%
SW
393
SteelPeak Wealth
California
$1.64M -$1.19M -24,245 -42%
WAP
394
Wealthcare Advisory Partners
Pennsylvania
$1.59M +$21.4K +438 +1%
IWM
395
IHT Wealth Management
Illinois
$1.59M -$1.15M -23,563 -42%
AFPL
396
Advus Financial Partners, LLC
Florida
$1.59M -$847K -17,315 -35%
MPCL
397
My Personal CFO LLC
Washington
$1.58M
HAS
398
HBW Advisory Services
California
$1.55M -$82.9K -1,696 -5%
HFA
399
Highland Financial Advisors
New Jersey
$1.54M +$568K +11,616 +60%
RZH
400
Relyea Zuckerberg Hanson
Connecticut
$1.53M +$1.08M +22,183 +252%