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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
801
Oppenheimer & Co
New York
$217K +$7.54K +150 +4%
NFP
802
Narus Financial Partners
Utah
$216K +$216K +4,300 New
CAM
803
Concorde Asset Management
Michigan
$214K +$214K +4,260 New
CPG
804
Cornerstone Planning Group
New Jersey
$214K +$214K +4,258 New
CFO
805
Collective Family Office
Pennsylvania
$213K +$214K +4,250 New
IAIM
806
International Assets Investment Management
Florida
$207K -$20.6K -410 -9%
YIA
807
YHB Investment Advisors
Connecticut
$206K +$207K +4,110 New
TWP
808
TFO Wealth Partners
Ohio
$206K +$553 +11 +0.3%
CWAG
809
Compton Wealth Advisory Group
Virginia
$205K – – –
WA
810
Waverly Advisors
Alabama
$205K -$21.9K -436 -10%
AF
811
Affiance Financial
Minnesota
$204K -$21.4K -425 -9%
BEW
812
Burton Enright Welch
California
$202K +$202K +4,020 New
BCP
813
Blue Chip Partners
Michigan
$201K +$201K +4,008 New
SPFA
814
Summit Place Financial Advisors
New Jersey
$201K – – –
WAM
815
Walker Asset Management
Missouri
$201K – – –
SWA
816
SOA Wealth Advisors
New York
$195K -$6.73K -134 -3%
AP
817
Arlington Partners
Alabama
$191K +$23.1K +459 +14%
NL
818
NEPC LLC
Massachusetts
$189K +$189K +3,763 New
PTC
819
Private Trust Company
Ohio
$188K +$25.1K +500 +15%
WB
820
Webster Bank
Connecticut
$179K – – –
DF
821
Dunhill Financial
United Kingdom
$167K +$170K +3,384 New
OAJ
822
Ogorek Anthony Joseph
New York
$156K -$74.9K -1,490 -32%
GFPC
823
Global Financial Private Client
Florida
$143K +$128K +2,557 +888%
CFO
824
CVA Family Office
Colorado
$138K – – –
CAS
825
Coppell Advisory Solutions
Texas
$134K +$134K +2,672 New
31 32
33
34 35