We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
726
Americana Partners
Texas
$894K – – –
SPC
727
Sigma Planning Corp
Michigan
$894K +$18.2K +373 +2%
PD
728
Planning Directions
Pennsylvania
$892K +$7.38K +151 +0.8%
SFS
729
Strategic Financial Services
New York
$890K -$391K -8,000 -31%
LFG
730
Lockerman Financial Group
California
$888K – – –
NG
731
Northstar Group
New York
$884K -$143K -2,933 -14%
PAA
732
Peregrine Asset Advisers
Oregon
$884K -$42.1K -862 -5%
CCA
733
Clearwater Capital Advisors
Illinois
$880K +$303K +6,200 +53%
CIC
734
Cutler Investment Counsel
Oregon
$880K -$45.4K -930 -5%
PCS
735
Private Client Services
Kentucky
$878K +$236K +4,833 +37%
HCP
736
Hexagon Capital Partners
Arkansas
$875K -$2.74K -56 -0.3%
CA
737
Clune & Associates
Illinois
$874K +$464K +9,489 +114%
IWA
738
Icon Wealth Advisors
Texas
$870K +$200K +4,092 +30%
WIA
739
Wetzel Investment Advisors
Indiana
$862K -$82.3K -1,684 -9%
SCA
740
Scott Capital Advisors
Oregon
$856K +$82.1K +1,681 +11%
KAM
741
Kraft Asset Management
Tennessee
$855K – – –
KFP
742
Keener Financial Planning
Texas
$855K +$479K +9,814 +129%
TC
743
TownSquare Capital
Utah
$853K -$4.85M -99,338 -85%
NW
744
NewEdge Wealth
Pennsylvania
$852K -$194K -3,976 -19%
EIA
745
Eldridge Investment Advisors
New Hampshire
$850K -$248K -5,075 -23%
LCC
746
Lincoln Capital Corp
Rhode Island
$848K +$18.2K +373 +2%
FCA
747
Fortis Capital Advisors
Kansas
$842K +$413K +8,451 +97%
DADC
748
D.A. Davidson & Co
Montana
$840K +$332K +6,801 +66%
NWAG
749
Net Worth Advisory Group
Utah
$839K +$263K +5,393 +46%
EWA
750
Elevate Wealth Advisory
Georgia
$825K – – –
28 29
30
31 32