We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
701
Opal Wealth Advisors
New York
$405K -$48.1K -971 -10%
LAM
702
Lakewood Asset Management
Illinois
$403K +$19.8K +400 +5%
APIM
703
Agate Pass Investment Management
Washington
$402K +$644 +13 +0.2%
DADC
704
D.A. Davidson & Co
Montana
$401K -$105K -2,111 -20%
WAM
705
Weatherly Asset Management
California
$397K +$409K +8,250 New
MCM
706
Mattern Capital Management
Colorado
$397K -$20.4K -411 -5%
RA
707
Regis Acquisition
Colorado
$394K
RFP
708
Roth Financial Partners
Texas
$394K +$406K +8,190 New
HWAM
709
Hennion & Walsh Asset Management
New Jersey
$391K
PW
710
Peninsula Wealth
California
$389K -$4.56K -92 -1%
EWA
711
ERTS Wealth Advisors
Michigan
$385K +$7.63K +154 +2%
MIAS
712
Mason Investment Advisory Services
Virginia
$383K +$113K +2,287 +40%
EIP
713
Ellis Investment Partners
Pennsylvania
$379K +$20.4K +411 +5%
BJL
714
Brighton Jones LLC
Washington
$375K -$160K -3,232 -29%
BWM
715
Baystate Wealth Management
Massachusetts
$373K +$384K +7,755 New
SHWM
716
Smith & Howard Wealth Management
Georgia
$373K
PI
717
PFG Investments
New York
$364K -$7.28K -147 -2%
WI
718
Wintrust Investments
Illinois
$362K -$14.9K -301 -4%
AFA
719
American Financial Advisors
Georgia
$362K +$69.9K +1,411 +23%
MC
720
Moors & Cabot
Massachusetts
$361K
KL
721
KilterHowling LLC
Colorado
$358K -$593K -11,967 -62%
SF
722
Synovus Financial
Georgia
$357K -$11.1K -224 -3%
RF
723
RHS Financial
California
$354K +$365K +7,369 New
WHCI
724
W.H. Cornerstone Investments
Massachusetts
$354K +$2.63K +53 +0.7%
BIA
725
Bell Investment Advisors
California
$352K +$363K +7,327 New