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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
KA
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
MWM
432
Meridian Wealth Management
Kentucky
-$270K -5,045 Closed
PWM
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
PAS
437
Park Avenue Securities
New York
-$227K -4,240 Closed
AWS
438
AJ Wealth Strategies
New York
-$226K -4,222 Closed
DWM
439
Destination Wealth Management
California
-$203K -3,797 Closed
FWIA
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
OSAM
449
O'Shaughnessy Asset Management
Connecticut
+$321 +6 New