We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PWLP
426
Prio Wealth Limited Partnership
Massachusetts
$490K +$495K +8,945 New
BRWA
427
B. Riley Wealth Advisors
Florida
$489K +$186K +3,364 +60%
RIM
428
Rockbridge Investment Management
New York
$488K
Franklin Resources
429
Franklin Resources
California
$486K
CBFP
430
Cedar Brook Financial Partners
Ohio
$482K -$3.65K -66 -0.7%
CIM
431
Cambria Investment Management
California
$470K -$1.16K -21 -0.2%
BCM
432
Brasada Capital Management
Texas
$467K +$156K +2,830 +50%
TIAM2
433
Tru Independence Asset Management 2
Oregon
$464K +$197K +3,563 +73%
VCM
434
Versant Capital Management
Arizona
$462K -$139K -2,511 -23%
GW
435
GW & Wade
Massachusetts
$460K +$276 +5 +0.1%
BOPW
436
Brandywine Oak Private Wealth
Pennsylvania
$453K +$19.1K +346 +4%
AFP
437
Ausdal Financial Partners
Iowa
$453K +$38.6K +698 +9%
SWA
438
Stratos Wealth Advisors
Ohio
$440K -$108K -1,959 -20%
DCM
439
Donaldson Capital Management
Indiana
$439K
SFG
440
Sovereign Financial Group
Connecticut
$439K +$4.37K +79 +1%
BJL
441
Brighton Jones LLC
Washington
$430K +$120K +2,169 +38%
MAM
442
MMA Asset Management
Pennsylvania
$428K +$66.4K +1,201 +18%
SFO
443
Stokes Family Office
Louisiana
$427K +$87.5K +1,582 +25%
MSFS
444
Main Street Financial Solutions
Pennsylvania
$426K -$553 -10 -0.1%
CWM
445
Cahaba Wealth Management
Georgia
$426K +$1.11K +20 +0.3%
TPCW
446
TD Private Client Wealth
New York
$418K +$119K +2,154 +39%
WWM
447
Wolff Wiese Magana
California
$416K +$20.8K +377 +5%
RTS
448
Round Table Services
New Jersey
$411K +$415K +7,508 New
BPWM
449
Badgley Phelps Wealth Managers
Washington
$410K +$414K +7,492 New
CAM
450
Crestone Asset Management
Colorado
$409K -$232K -4,192 -36%