We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
26
Jane Street
New York
$1.09M +$1.1M +20,916 New
AA
27
Alesco Advisors
New York
$1.04M +$210K +4,000 +25%
Creative Planning
28
Creative Planning
Kansas
$883K +$89.7K +1,709 +11%
PFM
29
Phillips Financial Management
Indiana
$856K +$869K +16,562 New
FM
30
Foster & Motley
Ohio
$837K +$352K +6,707 +72%
BC
31
Bartlett & Co
Ohio
$753K +$58.8K +1,120 +8%
UCFA
32
United Capital Financial Advisors
Texas
$750K +$753K +14,362 New
NC
33
NewSquare Capital
Pennsylvania
$663K -$157 -3 -0%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$660K +$663K +12,635 New
VKH
35
Virtu KCG Holdings
New York
$648K +$3.04K +58 +0.5%
CA
36
Cetera Advisors
Colorado
$584K +$32.6K +622 +6%
CCG
37
Chatham Capital Group
Georgia
$555K +$26.2K +500 +5%
AIM
38
AMI Investment Management
Indiana
$501K -$177K -3,371 -26%
ASN
39
Advisory Services Network
Georgia
$491K
GJIC
40
Gamble Jones Investment Counsel
California
$427K
VC
41
Vicus Capital
Pennsylvania
$384K
M&T Bank
42
M&T Bank
New York
$358K
First Trust Advisors
43
First Trust Advisors
Illinois
$219K +$221K +4,204 New
AG
44
Advisor Group
Arizona
$183K +$145K +2,756 +368%
MFS
45
MSI Financial Services
Massachusetts
$160K +$96.5K +1,840 +149%
JP Morgan Chase
46
JP Morgan Chase
New York
$112K -$179K -3,415 -61%
SF
47
Synovus Financial
Georgia
$100K +$420 +8 +0.4%
Lazard Asset Management
48
Lazard Asset Management
New York
$99K
BWA
49
Burt Wealth Advisors
Maryland
$71K +$71.9K +1,370 New
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45K +$39.3K +749 +669%