We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TW
651
TrinityPoint Wealth
Connecticut
$236K +$245K +4,903 New
FPCG
652
Forum Private Client Group
Indiana
$236K +$246K +4,912 New
TFA
653
TPG Financial Advisors
Oregon
$235K
SWP
654
Stratos Wealth Partners
Ohio
$233K -$5.42M -108,456 -96%
WF
655
Welch & Forbes
Massachusetts
$232K
WWA
656
WCG Wealth Advisors
Nevada
$231K -$20.6K -412 -8%
MWM
657
Mascoma Wealth Management
New Hampshire
$231K +$104K +2,075 +76%
CS
658
Comerica Securities
Michigan
$231K +$240K +4,804 New
HIC
659
Hartline Investment Corp
Illinois
$227K +$235K +4,706 New
LA
660
Latitude Advisors
Florida
$227K +$235K +4,706 New
RBC
661
Romano Brothers & Co
Illinois
$227K +$236K +4,725 New
RWM
662
RKL Wealth Management
Pennsylvania
$225K +$6.1K +122 +3%
SW
663
StrongBox Wealth
Missouri
$224K -$8.35K -167 -3%
KFGK
664
Keystone Financial Group (Kentucky)
Kentucky
$223K +$18.7K +375 +9%
GIA
665
Gladstone Institutional Advisory
Florida
$223K +$231K +4,626 New
IGWM
666
ICA Group Wealth Management
Colorado
$222K +$4.55K +91 +2%
FWIA
667
Fort Washington Investment Advisors
Ohio
$221K
Brown Advisory
668
Brown Advisory
Maryland
$220K
MWM
669
Meridian Wealth Management
Kentucky
$220K +$16.7K +335 +8%
RRA
670
Round Rock Advisors
Connecticut
$220K +$228K +4,562 New
GIM
671
Greenwich Investment Management
Connecticut
$219K -$176K -3,524 -44%
WA
672
Waverly Advisors
Alabama
$218K +$226K +4,526 New
CCM
673
Condor Capital Management
New Jersey
$218K +$227K +4,535 New
CWM
674
Congress Wealth Management
Massachusetts
$217K
B
675
Bridgeworth
Alabama
$217K +$225K +4,511 New