We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$124M +$12.8M +258,246 +11%
Ameriprise
27
Ameriprise
Minnesota
$119M +$14.8M +298,313 +14%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$116M +$2.52M +50,870 +2%
Jones Financial Companies
29
Jones Financial Companies
Missouri
$110M +$2.79M +56,295 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$110M +$11.7M +236,471 +12%
PCIA
31
Prime Capital Investment Advisors
Kansas
$108M -$2.83M -57,198 -2%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$99.9M +$7.98M +161,152 +8%
Members Trust
33
Members Trust
Florida
$93M +$95.9M +1,936,417 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$90.2M +$51M +1,029,642 +122%
MWM
35
Merriman Wealth Management
Washington
$87.3M -$1.16M -23,490 -1%
Vanguard Group
36
Vanguard Group
Pennsylvania
$83.4M +$37.1M +748,261 +76%
Cerity Partners
37
Cerity Partners
New York
$75.8M +$3.92M +79,101 +5%
FAAM
38
First Ascent Asset Management
Colorado
$68.5M +$6.54M +132,091 +10%
WPW
39
Waldron Private Wealth
Pennsylvania
$65.4M -$322K -6,498 -0.5%
BFG
40
Bleakley Financial Group
New Jersey
$65.3M -$11.9M -240,142 -15%
SS
41
Simplicity Solutions
Minnesota
$65.3M -$11.9M -240,142 -15%
WAG
42
Winthrop Advisory Group
Massachusetts
$65.2M +$583K +11,762 +0.9%
MIS
43
Morningstar Investment Services
Illinois
$62.8M +$15.1M +304,842 +30%
LFS
44
Lutz Financial Services
Nebraska
$60.8M +$9.69M +195,660 +18%
CAG
45
Crestwood Advisors Group
Massachusetts
$60.6M -$976K -19,706 -2%
SFA
46
Sequoia Financial Advisors
Ohio
$59.1M +$48.6K +982 +0.1%
HighTower Advisors
47
HighTower Advisors
Illinois
$56.4M +$10.4M +210,142 +22%
BBNB
48
Baker Boyer National Bank
Washington
$53.4M -$160K -3,233 -0.3%
Stifel Financial
49
Stifel Financial
Missouri
$51.4M +$11.1M +224,957 +27%
SC
50
Savant Capital
Illinois
$51M -$273K -5,507 -0.5%