We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
RWP
26
RWA Wealth Partners
Massachusetts
$17.8M +$3.71M +69,306 +26%
MIS
27
Morningstar Investment Services
Illinois
$17.5M +$2.06M +38,435 +13%
Creative Planning
28
Creative Planning
Kansas
$17.5M +$3.27K +61 +0%
SPIA
29
Steward Partners Investment Advisory
New York
$17.4M +$273K +5,105 +2%
LWA
30
LWS Wealth Advisors
New Jersey
$16.5M +$16.5M +307,468 New
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$15.3M +$3.24M +60,473 +27%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$14.4M +$1.92M +35,943 +15%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$13.1M -$1.33M -24,885 -9%
FAAM
34
First Ascent Asset Management
Colorado
$12.1M +$12.1M +225,782 New
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$11.9M
RMC
36
Regis Management Company
California
$11.8M
HighTower Advisors
37
HighTower Advisors
Illinois
$10.9M -$1.23M -22,992 -10%
Jane Street
38
Jane Street
New York
$10.5M +$10.5M +195,441 New
OIWM
39
OptiFour Integrated Wealth Management
Virginia
$10.4M -$338K -6,313 -3%
MG
40
Mather Group
Illinois
$10.4M +$992K +18,533 +11%
MA
41
MUFG Americas
New York
$9.93M -$462K -8,625 -4%
AG
42
Advisor Group
Arizona
$9.73M +$744K +13,895 +8%
LTFS
43
Ladenburg Thalmann Financial Services
Florida
$9.43M +$1.38M +25,743 +17%
W
44
WealthStone
Ohio
$9.19M
JWM
45
Janiczek Wealth Management
Colorado
$8.8M -$1.02M -19,121 -10%
AWE
46
Avidian Wealth Enterprises
Texas
$8.66M +$826K +15,427 +11%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$7.47M +$793K +14,823 +12%
FM
48
Foster & Motley
Ohio
$7.34M +$1.85M +34,493 +34%
PAG
49
Private Advisor Group
New Jersey
$7.29M +$1.12M +20,889 +18%
AF
50
Advisornet Financial
Minnesota
$7.26M +$944K +17,631 +15%