We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Ritholtz Wealth Management
776
Ritholtz Wealth Management
New York
– -$272K -4,949 Closed
VWA
777
V Wealth Advisors
Kansas
– -$261K -4,749 Closed
MKA
778
M. Kulyk & Associates
Georgia
– -$259K -4,708 Closed
SMA
779
Sage Mountain Advisors
Georgia
– -$255K -4,650 Closed
AP
780
Appleton Partners
Massachusetts
– -$250K -4,558 Closed
SFMG
781
Sage Financial Management Group
Virginia
– -$250K -4,547 Closed
Citizens Financial Group
782
Citizens Financial Group
Rhode Island
– -$240K -4,364 Closed
Citadel Advisors
783
Citadel Advisors
Florida
– -$239K -4,345 Closed
Bank of Montreal
784
Bank of Montreal
Ontario, Canada
– -$229K -4,166 Closed
HIS
785
Harvest Investment Services
Illinois
– -$226K -4,116 Closed
PWM
786
Peterson Wealth Management
Nevada
– -$225K -4,105 Closed
CL
787
CPWM LLC
Washington
– -$223K -4,073 Closed
Oppenheimer & Co
788
Oppenheimer & Co
New York
– -$216K -3,941 Closed
JAG
789
Journey Advisory Group
Kentucky
– -$216K -3,930 Closed
Gerber Kawasaki Wealth & Investment Management
790
Gerber Kawasaki Wealth & Investment Management
California
– -$209K -3,811 Closed
FWM
791
Forefront Wealth Management
Pennsylvania
– -$209K -3,807 Closed
ASFA
792
All Season Financial Advisors
Colorado
– -$205K -3,725 Closed
OCG
793
Opus Capital Group
Ohio
– -$203K -3,691 Closed
RK
794
Rather & Kittrell
Tennessee
– -$200K -3,644 Closed
VCM
795
Vigilant Capital Management
Maine
– -$161K -2,940 Closed
Confluence Wealth Services
796
Confluence Wealth Services
Pennsylvania
– -$135K -2,467 Closed
GM
797
GeoWealth Management
Illinois
– -$121K -2,196 Closed
Kayne Anderson Rudnick Investment Management
798
Kayne Anderson Rudnick Investment Management
California
– -$107K -1,939 Closed
SFM
799
Signet Financial Management
New Jersey
– -$53K -970 Closed
BWM
800
Baystate Wealth Management
Massachusetts
– -$48K -882 Closed