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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Millennium Management
426
Millennium Management
New York
– -$581K -10,848 Closed
Klingman & Associates
427
Klingman & Associates
New York
– -$376K -7,017 Closed
AIP
428
Almanack Investment Partners
Pennsylvania
– -$367K -6,848 Closed
LWM
429
Laidlaw Wealth Management
New York
– -$309K -5,778 Closed
BCA
430
Bay Colony Advisors
Massachusetts
– -$290K -5,364 Closed
SCA
431
Snowden Capital Advisors
New York
– -$284K -5,312 Closed
Meridian Wealth Management
432
Meridian Wealth Management
Kentucky
– -$270K -5,045 Closed
Perigon Wealth Management
433
Perigon Wealth Management
California
– -$242K -4,500 Closed
CBFP
434
Cedar Brook Financial Partners
Ohio
– -$239K -4,467 Closed
JWCA
435
J.W. Cole Advisors
Florida
– -$232K -4,332 Closed
CL
436
CPWM LLC
Washington
– -$228K -4,264 Closed
Park Avenue Securities
437
Park Avenue Securities
New York
– -$227K -4,240 Closed
AWS
438
AJ Wealth Strategies
New York
– -$226K -4,222 Closed
Destination Wealth Management
439
Destination Wealth Management
California
– -$203K -3,797 Closed
Fort Washington Investment Advisors
440
Fort Washington Investment Advisors
Ohio
– -$202K -3,773 Closed
ACM
441
Allred Capital Management
Texas
– -$137K -2,559 Closed
PWMG
442
Prestige Wealth Management Group
New Jersey
– -$107K -2,000 Closed
RIA
443
Realta Investment Advisors
Delaware
– -$107K -2,000 Closed
SL
444
Savior LLC
Massachusetts
– -$52K -980 Closed
BWM
445
BerganKDV Wealth Management
Minnesota
– -$44K -827 Closed
LWA
446
Lenox Wealth Advisors
New York
– -$30K -556 Closed
GWMIA
447
Global Wealth Management Investment Advisory
Florida
– -$18K -333 Closed
FMP
448
Financial Management Professionals
Texas
– -$6K -111 Closed
O'Shaughnessy Asset Management
449
O'Shaughnessy Asset Management
Connecticut
– +$321 +6 New