We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
401
Aprio Wealth Management
Georgia
$2.67M +$2.56M +52,254 New
WCA
402
Westover Capital Advisors
Delaware
$2.66M -$10.5K -215 -0.4%
IWM
403
IHT Wealth Management
Illinois
$2.66M +$205K +4,189 +9%
SA
404
Sunesis Advisors
Kansas
$2.65M +$2.55M +51,998 New
WFP
405
Wrenne Financial Planning
Kentucky
$2.64M +$2.54M +51,722 New
RCM
406
Rain Capital Management
Oregon
$2.63M +$2.52M +51,423 +257,115%
LIA
407
LifePlan Investment Advisors
North Carolina
$2.61M -$52.3K -1,067 -2%
TCA
408
Transcend Capital Advisors
New Jersey
$2.59M +$2.22M +45,302 +843%
CSPIA
409
Cary Street Partners Investment Advisory
Virginia
$2.58M -$19.6K -400 -0.8%
TFA
410
Trinity Financial Advisors
Ohio
$2.57M +$243K +4,955 +11%
NCM
411
Neumann Capital Management
California
$2.55M -$373K -7,600 -13%
WTC
412
WhitTier Trust Company
Nevada
$2.54M -$532K -10,855 -18%
CAAM
413
Cornerstone Advisors Asset Management
Pennsylvania
$2.51M +$555K +11,319 +30%
KP
414
Kitching Partners
Pennsylvania
$2.49M +$2.39M +48,815 New
PP
415
PrairieView Partners
Minnesota
$2.49M +$831K +16,948 +53%
CPIG
416
Chicago Partners Investment Group
Illinois
$2.46M +$9.02K +184 +0.4%
GEA
417
Glen Eagle Advisors
New Jersey
$2.45M -$150K -3,057 -6%
AL
418
ADE LLC
Maryland
$2.44M +$392 +8 +0%
LPP
419
Life Planning Partners
Florida
$2.43M +$2.34M +47,636 New
RFO
420
RiverGlades Family Offices
Florida
$2.37M -$210K -4,279 -8%
FWM
421
FFT Wealth Management
Pennsylvania
$2.37M +$187K +3,818 +9%
MSWM
422
McGlone Suttner Wealth Management
Wisconsin
$2.36M -$4.76K -97 -0.2%
BCG
423
Breakwater Capital Group
New Jersey
$2.35M +$134K +2,729 +6%
ODA
424
One Degree Advisors
California
$2.35M +$2.29M +46,633 New
FCG
425
Financial Connections Group
California
$2.35M +$2.26M +46,004 New