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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AC
751
Abbrea Capital
California
$559K
WT
752
Whittier Trust
California
$559K -$261K -5,325 -33%
HI
753
Hendershot Investments
Virginia
$558K -$688K -14,036 -56%
RFG
754
RFP Financial Group
Georgia
$548K +$284K +5,801 +118%
CFFP
755
Center for Financial Planning
Michigan
$547K -$12.2K -248 -2%
APIM
756
Agate Pass Investment Management
Washington
$545K +$113K +2,304 +28%
RTL
757
Red Tortoise LLC
Georgia
$541K +$202K +4,116 +64%
GA
758
Greytown Advisors
Florida
$539K +$518K +10,568 New
RA
759
Regis Acquisition
Colorado
$538K +$114K +2,330 +28%
RSWM
760
Robertson Stephens Wealth Management
California
$537K -$6.87K -140 -1%
DWP
761
Destiny Wealth Partners
Florida
$535K +$1.62K +33 +0.3%
AFG
762
Altiora Financial Group
Ohio
$534K +$513K +10,453 New
PFS
763
Prospera Financial Services
Texas
$531K +$18.3K +374 +4%
PPW
764
Presilium Private Wealth
Pennsylvania
$529K +$508K +10,365 New
BC
765
Brio Consultants
California
$526K -$1.3M -26,460 -72%
NJIM
766
Nabity-Jensen Investment Management
Nebraska
$525K +$504K +10,288 New
CFMC
767
Curbstone Financial Management Corp
New Hampshire
$523K -$63.7K -1,300 -11%
AFG
768
AFS Financial Group
Maryland
$515K -$1.34M -27,349 -73%
LAM
769
LifePro Asset Management
California
$514K
AG
770
Ascent Group
Virginia
$513K +$213K +4,342 +75%
EFA
771
Evernest Financial Advisors
Indiana
$513K +$493K +10,048 New
SCI
772
Silver Coast Investments
United States
$508K +$488K +9,955 New
AWP
773
Ascent Wealth Partners
New York
$503K +$4.56K +93 +1%
CFGSD
774
Compass Financial Group (South Dakota)
South Dakota
$496K +$148K +3,020 +45%
LSIA
775
LaSalle St. Investment Advisors
Illinois
$492K -$136K -2,768 -22%