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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Catalyst Financial Partners
426
Catalyst Financial Partners
Massachusetts
$3.33M +$32.2K +638 +1%
SIP
427
Sellwood Investment Partners
Oregon
$3.33M +$20.3K +403 +0.6%
Tortoise Investment Management
428
Tortoise Investment Management
New York
$3.32M -$20.2K -400 -0.6%
Joel Isaacson & Co
429
Joel Isaacson & Co
New York
$3.31M -$2.02K -40 -0.1%
United Capital Financial Advisors
430
United Capital Financial Advisors
Texas
$3.3M +$199K +3,942 +6%
P.J. Schmidt Investment Management (PJS)
431
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.27M -$22K -436 -0.7%
LL
432
LPWM LLC
Minnesota
$3.27M -$72.4K -1,434 -2%
1834 Investment Advisors
433
1834 Investment Advisors
Wisconsin
$3.24M +$1.61M +31,950 +97%
Cornerstone Advisors Asset Management
434
Cornerstone Advisors Asset Management
Pennsylvania
$3.24M +$4.6K +91 +0.1%
Mitchell McLeod Pugh & Williams
435
Mitchell McLeod Pugh & Williams
Alabama
$3.23M +$148K +2,938 +5%
Blume Capital Management
436
Blume Capital Management
California
$3.22M – – –
MLA
437
MB, Levis & Associates
Pennsylvania
$3.2M +$7.17K +142 +0.2%
SCA
438
Strathmore Capital Advisors
North Carolina
$3.2M +$387K +7,664 +14%
TRB Wealth Management
439
TRB Wealth Management
Texas
$3.19M +$3.23M +63,938 New
MI
440
Moneywise Inc
Virginia
$3.19M -$481K -9,529 -13%
SA
441
Sincerus Advisory
New York
$3.17M +$242K +4,796 +8%
Hancock Whitney
442
Hancock Whitney
Mississippi
$3.17M -$3.23K -64 -0.1%
SVWG
443
Shared Vision Wealth Group
United States
$3.16M -$6.72K -133 -0.2%
Cary Street Partners
444
Cary Street Partners
Virginia
$3.11M +$66.6K +1,318 +2%
EC
445
Eaton-Cambridge
Arizona
$3.11M +$639K +12,665 +26%
CMBA
446
C.M. Bidwell & Associates
Hawaii
$3.11M +$390K +7,716 +14%
BFP
447
Brewster Financial Planning
New York
$3.1M +$319K +6,318 +11%
Quantinno Capital Management
448
Quantinno Capital Management
New York
$3.1M +$1.19M +23,536 +61%
Bailard
449
Bailard
California
$3.09M -$276K -5,469 -8%
SageView Advisory Group
450
SageView Advisory Group
California
$3.06M -$10.5M -207,472 -77%