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
RCG
501
Regatta Capital Group
California
$445K +$444K +8,099 New
DWM
502
Doyle Wealth Management
Florida
$441K +$75.8K +1,383 +21%
DCM
503
Donaldson Capital Management
Indiana
$440K – – –
WCA
504
Waypoint Capital Advisors
Minnesota
$440K +$439K +8,012 New
DP
505
Divergent Planning
Maryland
$440K +$439K +8,014 New
FIBT
506
First International Bank & Trust
North Dakota
$434K +$433K +7,895 New
CWM
507
Cahaba Wealth Management
Georgia
$430K +$2.3K +42 +0.5%
MAM
508
MMA Asset Management
Pennsylvania
$429K – – –
MSFS
509
Main Street Financial Solutions
Pennsylvania
$428K +$1.53K +28 +0.4%
G
510
GenTrust
Florida
$424K -$499K -9,112 -54%
KA
511
Kovack Advisors
Florida
$424K +$31.6K +577 +8%
WMA
512
Wealth Management Associates
New Jersey
$412K +$6.03K +110 +1%
SP
513
Successful Portfolios
Florida
$411K +$9.04K +165 +2%
RWP
514
Revolve Wealth Partners
New Jersey
$410K +$409K +7,465 New
PA
515
Parallel Advisors
California
$407K +$68.7K +1,253 +20%
PWP
516
Personal Wealth Partners
Minnesota
$405K – – –
BWM
517
BCS Wealth Management
Tennessee
$403K +$402K +7,342 New
ATC
518
Argent Trust Co
Tennessee
$402K -$300K -5,474 -43%
DP
519
Denver PWM
Colorado
$401K +$40.5K +740 +11%
VIM
520
Vista Investment Management
Pennsylvania
$401K +$148K +2,700 +59%
FNBT
521
FineMark National Bank & Trust
Florida
$400K +$399K +7,280 New
TCBWMS
522
Texas Capital Bank Wealth Management Services
Texas
$399K -$6.4M -116,747 -94%
TCM
523
TD Capital Management
Tennessee
$395K +$1.81K +33 +0.5%
FF
524
Financial Futures
New Jersey
$395K +$394K +7,195 New
CA
525
Calton & Associates
Florida
$393K +$2.9K +53 +0.7%
19 20
21
22 23