We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
476
Saxon Interests
Texas
$709K -$197K -3,936 -22%
OIA
477
OneDigital Investment Advisors
Kansas
$709K -$23K -458 -3%
CWS
478
Cypress Wealth Services
California
$687K – – –
BA
479
Bristlecone Advisors
Washington
$679K +$82.8K +1,652 +14%
SWM
480
SeaCrest Wealth Management
New York
$676K +$2.91K +58 +0.4%
OAJ
481
Ogorek Anthony Joseph
New York
$673K -$9.72K -194 -1%
BRWA
482
B. Riley Wealth Advisors
Florida
$670K +$120K +2,390 +22%
FAT
483
First American Trust
California
$668K -$144K -2,875 -18%
TFS
484
TrustCore Financial Services
Tennessee
$664K +$101K +2,020 +18%
SFA
485
Souders Financial Advisors
Ohio
$664K +$666K +13,293 New
FFS
486
Founders Financial Securities
Maryland
$658K -$6.36M -126,798 -91%
HI
487
Horizon Investments
North Carolina
$656K -$6.36M -126,798 -91%
CAM
488
Cresset Asset Management
Illinois
$647K -$671K -13,381 -34%
BWFA
489
Baltimore-Washington Financial Advisors
Maryland
$638K +$10.9K +217 +2%
MIM
490
Moseley Investment Management
Florida
$637K -$378K -7,547 -37%
RSWM
491
Robertson Stephens Wealth Management
California
$636K +$639K +12,746 New
SHFA
492
SC&H Financial Advisors
Maryland
$625K -$39.8K -793 -6%
WT
493
Washington Trust
Rhode Island
$615K +$50.1K +1,000 +9%
SPC
494
Sigma Planning Corp
Michigan
$612K -$123K -2,446 -17%
OCM
495
One Capital Management
California
$611K -$270K -5,390 -31%
IWM
496
IHT Wealth Management
Illinois
$610K +$407K +8,126 +199%
BCP
497
Blue Chip Partners
Michigan
$609K -$20.1K -400 -3%
DA
498
Detalus Advisors
Missouri
$608K +$610K +12,179 New
AF
499
Affiance Financial
Minnesota
$604K – – –
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$604K +$16.1K +321 +3%
18 19
20
21 22