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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$135M +$3.41M +69,489 +3%
Members Trust
27
Members Trust
Florida
$135M +$34.4M +701,710 +36%
MIS
28
Morningstar Investment Services
Illinois
$132M +$62.7M +1,279,016 +98%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$124M +$1.3M +26,434 +1%
Mariner
30
Mariner
Kansas
$123M -$9.45M -192,691 -7%
Osaic Holdings
31
Osaic Holdings
Arizona
$115M -$936K -19,090 -0.8%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$113M -$3.64M -74,334 -3%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$101M -$4.61M -94,082 -5%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$95.3M +$89.4M +1,822,942 +4,241%
OWM
35
Orgel Wealth Management
Wisconsin
$93.7M -$370M -7,553,155 -80%
PCIA
36
Prime Capital Investment Advisors
Kansas
$91M -$22.8M -464,097 -21%
Vanguard Group
37
Vanguard Group
Pennsylvania
$87.1M -$1.43M -29,253 -2%
HighTower Advisors
38
HighTower Advisors
Illinois
$83.1M +$22.3M +455,047 +39%
IAA
39
Independent Advisor Alliance
North Carolina
$81.1M +$44.8M +913,158 +127%
FAAM
40
First Ascent Asset Management
Colorado
$80.5M +$7.45M +151,911 +11%
SFA
41
Sequoia Financial Advisors
Ohio
$75.1M +$11.9M +243,088 +20%
Renaissance Technologies
42
Renaissance Technologies
New York
$73.9M +$70.7M +1,441,022 +20,374%
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$72.6M +$45.9M +936,953 +193%
SS
44
Simplicity Solutions
Minnesota
$71.1M +$1.73M +35,314 +3%
BFG
45
Bleakley Financial Group
New Jersey
$70.9M +$1.56M +31,900 +2%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$63.4M +$13.9M +283,454 +30%
CAG
47
Crestwood Advisors Group
Massachusetts
$62.5M -$1.83M -37,335 -3%
WPW
48
Waldron Private Wealth
Pennsylvania
$62.3M -$6.82M -139,164 -10%
Stifel Financial
49
Stifel Financial
Missouri
$61M +$6.21M +126,620 +12%
BBNB
50
Baker Boyer National Bank
Washington
$60.9M +$4.02M +82,084 +7%