We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
401
Procyon Advisors
Connecticut
$12K +$12.4K +231 New
NSIM
402
North Star Investment Management
Illinois
$11K – – –
CAN
403
Claraphi Advisory Network
United States
$10K +$10.6K +198 New
JPLA
404
Joseph P. Lucia & Associates
New York
$8K – – –
MFT
405
Moisand Fitzgerald Tamayo
Florida
$7K – – –
S
406
SignatureFD
Georgia
$4K +$1.87K +35 +76%
LF
407
Lee Financial
Texas
$3K -$15.3K -286 -81%
NEIRG
408
New England Investment & Retirement Group
Massachusetts
$3K +$3.16K +59 New
KPW
409
Kore Private Wealth
New York
$2K – – –
EI
410
Ellevest Inc
New York
$1K -$50.4K -941 -98%
EC
411
Estate Counselors
Wisconsin
– -$4.66M -86,970 Closed
AI
412
Atria Investments
North Carolina
– -$3.09M -57,738 Closed
CTB
413
Country Trust Bank
Illinois
– -$2.29M -42,825 Closed
CPA
414
Clear Perspective Advisors
Illinois
– -$2.13M -39,850 Closed
SFS
415
Sowell Financial Services
Arkansas
– -$1.98M -36,890 Closed
HF
416
HRT Financial
New York
– -$1.54M -28,752 Closed
LPT
417
Legacy Private Trust
Wisconsin
– -$1.09M -20,303 Closed
ESB
418
Essex Savings Bank
Connecticut
– -$826K -15,420 Closed
IAN
419
Integrated Advisors Network
Texas
– -$744K -13,904 Closed
IWC
420
Integrated Wealth Concepts
Massachusetts
– -$739K -13,809 Closed
BC
421
Brinker Capital
Pennsylvania
– -$702K -13,116 Closed
IAA
422
Independent Advisor Alliance
North Carolina
– -$635K -11,868 Closed
MPW
423
Monterey Private Wealth
California
– -$616K -11,513 Closed
BRWA
424
B. Riley Wealth Advisors
Florida
– -$612K -11,423 Closed
CST
425
Charles Schwab Trust
Nevada
– -$589K -11,009 Closed
14 15 16
17
18