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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
26
Jones Financial Companies
Missouri
$147M +$17.2M +340,216 +13%
Mariner
27
Mariner
Kansas
$129M +$6.74M +133,024 +6%
OWM
28
Orgel Wealth Management
Wisconsin
$127M +$20M +394,907 +19%
SCM
29
SCS Capital Management
Massachusetts
$127M -$3.83M -75,672 -3%
Vanguard Group
30
Vanguard Group
Pennsylvania
$126M +$22.5M +444,870 +22%
Members Trust
31
Members Trust
Florida
$125M -$3.54M -69,755 -3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$122M +$1.07M +21,169 +0.9%
Osaic Holdings
33
Osaic Holdings
Arizona
$114M +$5.05M +99,562 +5%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$110M +$7.4M +146,061 +7%
HighTower Advisors
35
HighTower Advisors
Illinois
$100M +$6M +118,433 +6%
PCIA
36
Prime Capital Investment Advisors
Kansas
$95.8M +$1.97M +38,961 +2%
GM
37
GeoWealth Management
Illinois
$89.7M +$6.05M +119,315 +7%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$86M +$8.28M +163,373 +11%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$79.7M +$16.3M +322,337 +26%
SFA
40
Sequoia Financial Advisors
Ohio
$77.9M +$20.8K +411 +0%
MAS
41
Meeder Advisory Services
Ohio
$77.4M +$4.25M +83,764 +6%
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$77M -$487K -9,604 -0.6%
BFG
43
Bleakley Financial Group
New Jersey
$73.9M +$1.58M +31,187 +2%
OIA
44
OneDigital Investment Advisors
Kansas
$71.5M -$2.03M -40,101 -3%
SA
45
Sanctuary Advisors
Indiana
$69.1M -$3.19M -62,856 -4%
LFS
46
Lutz Financial Services
Nebraska
$68.5M +$2.92M +57,546 +4%
MIS
47
Morningstar Investment Services
Illinois
$68.2M +$1.69M +33,325 +3%
Stifel Financial
48
Stifel Financial
Missouri
$65.8M +$3.88M +76,549 +6%
FSC
49
Full Sail Capital
Oklahoma
$63.5M +$4.54M +89,647 +8%
BBNB
50
Baker Boyer National Bank
Washington
$63M -$1.01M -19,934 -2%