We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
626
Center for Financial Planning
Michigan
$520K
AWM
627
Atticus Wealth Management
Florida
$513K -$70.7K -1,408 -12%
BHWM
628
Beaird Harris Wealth Management
Texas
$509K +$368K +7,322 +269%
AWP
629
Ascent Wealth Partners
New York
$507K +$10.4K +208 +2%
WA
630
Wambolt & Associates
Colorado
$505K +$501K +9,980 New
MWM
631
Mascoma Wealth Management
New Hampshire
$493K +$52.8K +1,051 +12%
JJBC
632
James J. Burns & Company
New York
$493K +$8.63K +172 +2%
OAP
633
One Advisory Partners
Kansas
$488K +$39.5K +786 +9%
HFAS
634
Hummer Financial Advisory Services
Illinois
$486K
NL
635
NVWM LLC
Pennsylvania
$485K +$16.6K +331 +4%
CL
636
Choreo LLC
Illinois
$485K +$481K +9,575 New
LAM
637
LifePro Asset Management
California
$485K
CFGSD
638
Compass Financial Group (South Dakota)
South Dakota
$485K +$29.4K +586 +7%
WWM
639
Wolff Wiese Magana
California
$484K +$20.6K +410 +4%
Fiera Capital (Canada)
640
Fiera Capital (Canada)
Quebec, Canada
$481K
DI
641
Disciplined Investments
Oklahoma
$481K +$172K +3,424 +56%
OWA
642
Opal Wealth Advisors
New York
$478K -$1.54M -30,685 -76%
BBW
643
Blue Barn Wealth
Utah
$475K
PWA
644
Physician Wealth Advisors
Utah
$471K -$30.1K -599 -6%
HIMC
645
Heritage Investors Management Corp
Maryland
$471K -$204K -4,068 -30%
EFG
646
Erickson Financial Group
Pennsylvania
$468K
PW
647
Peninsula Wealth
California
$468K -$3.77K -75 -0.8%
WS
648
Wedbush Securities
California
$466K +$63.5K +1,264 +16%
APIM
649
Agate Pass Investment Management
Washington
$463K +$8.88K +177 +2%
CF
650
Centaurus Financial
California
$463K +$167K +3,318 +57%