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
SFG
601
Synergy Financial Group
California
$328K +$341K +6,823 New
FPIS
602
Financial Planning & Information Services
Wisconsin
$324K -$481K -9,629 -59%
WMA
603
Wealth Management Associates
New Jersey
$321K – – –
HI
604
Hudock Inc
Pennsylvania
$320K +$100K +2,000 +43%
IC
605
IEQ Capital
California
$317K -$149K -2,984 -31%
WCA
606
Waypoint Capital Advisors
Minnesota
$316K -$22.3K -447 -6%
AG
607
Ascent Group
Virginia
$315K +$1.05K +21 +0.3%
DWP
608
Destiny Wealth Partners
Florida
$314K – – –
SIG
609
Sargent Investment Group
Maryland
$313K +$32.5K +650 +11%
CFO
610
Collective Family Office
Pennsylvania
$309K +$15.2K +304 +5%
WTB
611
Washington Trust Bank
Washington
$309K +$321K +6,428 New
SP
612
Successful Portfolios
Florida
$302K -$55K -1,100 -15%
BFEC
613
Benjamin F. Edwards & Company
Missouri
$301K -$3.2K -64 -1%
HSA
614
HBK Sorce Advisory
Pennsylvania
$298K -$230K -4,595 -43%
MA
615
Montag & Associates
Georgia
$298K +$38.8K +776 +14%
AWA
616
Archvest Wealth Advisors
California
$296K -$10K -200 -3%
SMC
617
Smith, Moore & Co
Missouri
$292K – – –
VWM
618
Valley Wealth Managers
New Jersey
$290K -$128K -2,560 -30%
KFI
619
Key Financial Inc
Pennsylvania
$287K – – –
CT
620
Colonial Trust
South Carolina
$285K +$296K +5,915 New
WWM
621
Western Wealth Management
Colorado
$284K -$122K -2,439 -29%
DWM
622
Doyle Wealth Management
Florida
$283K +$294K +5,880 New
DWT
623
Dorsey & Whitney Trust
South Dakota
$281K -$1.37M -27,501 -83%
IF
624
IRON Financial
Illinois
$281K +$850 +17 +0.3%
DWM
625
Drive Wealth Management
Utah
$278K +$1.3K +26 +0.5%
23 24
25
26 27