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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
KIC
676
Kensington Investment Counsel
California
$462K +$476K +9,600 New
CL
677
Choreo LLC
Illinois
$461K
Fiera Capital (Canada)
678
Fiera Capital (Canada)
Quebec, Canada
$457K
WA
679
Wambolt & Associates
Colorado
$455K +$472K +9,536 New
HIMC
680
Heritage Investors Management Corp
Maryland
$454K
BBW
681
Blue Barn Wealth
Utah
$451K
LNWWM
682
Laird Norton Wetherby Wealth Management
California
$449K +$463K +9,343 New
ECM
683
Exchange Capital Management
Michigan
$449K +$47.9K +967 +12%
PCWA
684
Pacific Capital Wealth Advisors
California
$448K +$3.27K +66 +0.7%
EFG
685
Erickson Financial Group
Pennsylvania
$444K
QCM
686
Quantinno Capital Management
New York
$438K +$451K +9,100 New
SIG
687
Sargent Investment Group
Maryland
$436K -$84.2K -1,700 -16%
CTA
688
Chesley Taft & Associates
Illinois
$432K +$208K +4,200 +88%
SFG
689
StrategIQ Financial Group
Indiana
$429K +$108K +2,175 +32%
KP
690
Keel Point
Alabama
$429K +$17.1K +345 +4%
WAAG
691
Wealth Alliance Advisory Group
Kansas
$429K
MWM
692
Mascoma Wealth Management
New Hampshire
$419K
VAM
693
Verity Asset Management
North Carolina
$417K -$308K -6,217 -42%
DFCM
694
Dark Forest Capital Management
Puerto Rico
$417K +$429K +8,667 New
AWM
695
Aspire Wealth Management
Massachusetts
$411K
WOSD
696
WFA of San Diego
California
$411K +$354K +7,141 +508%
CBFP
697
Cedar Brook Financial Partners
Ohio
$411K +$6.49K +131 +2%
Bessemer Group
698
Bessemer Group
New Jersey
$410K +$17.8K +360 +4%
VFIC
699
Valley Forge Investment Consultants
Pennsylvania
$408K
DAM
700
Derbend Asset Management
Georgia
$406K +$418K +8,433 New