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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
JBW
751
Journey Beyond Wealth
Georgia
$992K -$24.9K -495 -2%
AWAG
752
ARS Wealth Advisors Group
Florida
$991K +$375K +7,461 +61%
KBFS
753
Kohmann Bosshard Financial Services
Ohio
$984K +$165K +3,274 +20%
BVP
754
Bristlecone Value Partners
California
$977K +$978K +19,436 New
IWA
755
Icon Wealth Advisors
Texas
$973K +$11.8K +235 +1%
MFG
756
MidWestOne Financial Group
Iowa
$971K
HFS
757
Heritage Financial Services
Massachusetts
$971K +$2.31K +46 +0.2%
VCA
758
Verdence Capital Advisors
Maryland
$968K -$357K -7,095 -27%
CWRP
759
Cassady Wealth & Retirement Planning
Nevada
$968K +$968K +19,246 New
EFG
760
Ethos Financial Group
Pennsylvania
$966K -$196K -3,902 -17%
WTC
761
WhitTier Trust Company
Nevada
$964K +$215K +4,265 +29%
THCM
762
Taylor Hoffman Capital Management
Virginia
$964K -$54.3K -1,079 -5%
WA
763
WPG Advisers
Maryland
$963K -$7.35K -146 -0.8%
LFG
764
Lockerman Financial Group
California
$958K +$5.28K +105 +0.6%
SWM
765
Seaside Wealth Management
California
$955K -$276K -5,489 -22%
Qube Research & Technologies (QRT)
766
Qube Research & Technologies (QRT)
United Kingdom
$948K +$699K +13,893 +280%
SI
767
Stirlingshire Investments
New York
$941K +$941K +18,710 New
EIA
768
Eldridge Investment Advisors
New Hampshire
$939K +$61.5K +1,223 +7%
FRA
769
Frank Rimerman Advisors
California
$936K
PD
770
Planning Directions
Pennsylvania
$933K +$10.4K +207 +1%
HCM
771
Hengehold Capital Management
Ohio
$927K -$252 -5 -0%
CCA
772
Clearwater Capital Advisors
Illinois
$915K +$12.5K +248 +1%
MWM
773
Mission Wealth Management
California
$914K -$402K -7,991 -31%
Tudor Investment Corp
774
Tudor Investment Corp
Connecticut
$909K +$909K +18,074 New
BRPW
775
Ballast Rock Private Wealth
South Carolina
$903K +$903K +17,951 New