We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
CPFP
701
Clear Perspectives Financial Planning
Ohio
$18K -$89.6K -1,635 -84%
CA
702
Clearstead Advisors
Ohio
$17K
GFPC
703
Global Financial Private Client
Florida
$15.8K
RWM
704
Raffa Wealth Management
District of Columbia
$14.8K +$8.88K +162 +150%
DAM
705
Delta Asset Management
Tennessee
$14K
CHA
706
Carmichael Hill & Associates
Maryland
$13K
ODG
707
O'Dell Group
Ohio
$12K
BFC
708
Bedel Financial Consulting
Indiana
$11K
LFG
709
Larson Financial Group
Missouri
$8K -$7.34K -134 -49%
SSB
710
Sandy Spring Bank
Maryland
$8K -$1.64K -30 -17%
Citigroup
711
Citigroup
New York
$8K
SW
712
SVB Wealth
Massachusetts
$8K +$8.82K +161 New
ADL
713
Asset Dedication LLC
California
$7K
JFA
714
JNBA Financial Advisors
Minnesota
$6K
RI
715
Rinkey Investments
California
$6K +$7.01K +128 New
AA
716
AlphaMark Advisors
Kentucky
$5K
IPW
717
IronBridge Private Wealth
Texas
$5K
PMFA
718
Plante Moran Financial Advisors
Michigan
$5K +$1.04K +19 +28%
OA
719
Operose Advisors
Wisconsin
$5K +$4.99K +91 New
EWA
720
EverSource Wealth Advisors
Alabama
$4K +$4.11K +75 New
BA
721
Bellwether Advisors
Nebraska
$3K
FCB
722
First Command Bank
Texas
$3K
AssetMark Inc
723
AssetMark Inc
California
$2K +$1.97K +36 New
AW
724
Avion Wealth
Texas
$1K
BBPWM
725
Blue Bell Private Wealth Management
Pennsylvania
$1K +$1.21K +22 New