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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
651
Frank Rimerman Advisors
California
$896K -$50 -1 -0%
EWA
652
Encompass Wealth Advisors
Oregon
$893K – – –
EA
653
Eclectic Associates
California
$888K -$1.55K -31 -0.2%
TGCMU
654
Titan Global Capital Management USA
New York
$888K +$66.7K +1,334 +8%
MNBTD
655
Moody National Bank Trust Division
Texas
$885K – – –
CCMI
656
Creative Capital Management Investments
California
$885K +$7.96K +159 +0.9%
MFIM
657
Mesirow Financial Investment Management
Illinois
$879K +$6.8K +136 +0.8%
SIG
658
Sargent Investment Group
Maryland
$875K -$27.8K -556 -3%
EFA
659
Evernest Financial Advisors
Indiana
$873K -$82.3K -1,644 -9%
AAP
660
Arax Advisory Partners
Colorado
$872K +$20.3K +405 +2%
UCFA
661
United Capital Financial Advisors
Texas
$870K +$49.1K +981 +6%
KAM
662
Kraft Asset Management
Tennessee
$866K – – –
QPWM
663
Quadrant Private Wealth Management
Pennsylvania
$866K +$488K +9,748 +129%
TF
664
Tenon Financial
New Jersey
$862K +$12K +239 +1%
BC
665
Brio Consultants
California
$857K +$11.1K +221 +1%
OFG
666
Orcam Financial Group
California
$851K – – –
HIGP
667
Hill Investment Group Partners
Missouri
$845K -$16.9K -337 -2%
BDFN
668
Bond & Devick Financial Network
Minnesota
$844K +$59.7K +1,194 +8%
SEP
669
Southland Equity Partners
Missouri
$842K – – –
LPAM
670
Lodestar Private Asset Management
California
$841K -$15K -299 -2%
CPP
671
Capasso Planning Partners
South Carolina
$840K +$300 +6 +0%
MPWT
672
MassMutual Private Wealth & Trust
Connecticut
$839K +$774K +15,471 +1,218%
LL
673
LPWM LLC
Minnesota
$835K +$31.9K +637 +4%
WIA
674
Wetzel Investment Advisors
Indiana
$833K – – –
CA
675
Claro Advisors
Massachusetts
$832K +$442K +8,833 +114%
25 26
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