We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OWM
576
Opes Wealth Management
California
$398K +$200K +3,995 +93%
MWM
577
Maltin Wealth Management
New Jersey
$396K +$2.15K +43 +0.5%
CF
578
Centaurus Financial
California
$394K +$115K +2,308 +39%
WWM
579
Wiser Wealth Management
Georgia
$391K -$530K -10,596 -57%
FRA
580
Frank Rimerman Advisors
California
$385K
MWM
581
Mattern Wealth Management
Kansas
$381K
TI
582
Tidal Investments
Wisconsin
$379K
DCM
583
Donaldson Capital Management
Indiana
$378K
AC
584
ASB Consultores
Florida
$370K
USCWA
585
U.S. Capital Wealth Advisors
Texas
$365K -$71.8K -1,436 -16%
BDFN
586
Bond & Devick Financial Network
Minnesota
$365K +$92.9K +1,859 +33%
SIA
587
Schechter Investment Advisors
Michigan
$363K +$377K +7,544 New
PCM
588
Parsons Capital Management
Rhode Island
$361K +$61.4K +1,229 +20%
MC
589
Moors & Cabot
Massachusetts
$361K +$375K +7,505 New
MSFS
590
Main Street Financial Solutions
Pennsylvania
$359K +$4.7K +94 +1%
MCM
591
Mattern Capital Management
Colorado
$355K -$8.85K -177 -2%
FIBT
592
First International Bank & Trust
North Dakota
$347K
Bank of Montreal
593
Bank of Montreal
Ontario, Canada
$345K +$350K +7,011 New
SF
594
Synovus Financial
Georgia
$340K -$707K -14,136 -67%
RIM
595
Rockbridge Investment Management
New York
$340K -$1.89M -37,809 -84%
CWM
596
Curi Wealth Management
North Carolina
$339K +$335K +6,706 +1,972%
AFP
597
Ausdal Financial Partners
Iowa
$338K -$83.2K -1,664 -19%
RWA
598
RGT Wealth Advisors
Texas
$332K -$858K -17,158 -71%
LWP
599
Lumature Wealth Partners
Georgia
$330K -$142K -2,845 -29%
HWM
600
Horizons Wealth Management
North Carolina
$328K