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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
801
Wambolt & Associates
Colorado
$463K +$29.2K +576 +7%
PGA
802
Portland Global Advisors
Maine
$461K -$127K -2,505 -22%
WG
803
Wealth Group
North Carolina
$460K +$461K +9,093 New
AWM
804
Accurate Wealth Management
Florida
$459K +$19.4K +382 +4%
CWA
805
Continuum Wealth Advisors
New York
$458K +$458K +9,044 New
RWB
806
RMR Wealth Builders
New Jersey
$456K +$11.9K +235 +3%
MCM
807
Mattern Capital Management
Colorado
$452K -$7.86K -155 -2%
CPSC
808
Carl P. Sherr & Co
Massachusetts
$447K – – –
AWP
809
Avid Wealth Partners
Texas
$446K +$447K +8,823 New
LSAG
810
Lake Street Advisors Group
New Hampshire
$444K – – –
WWM
811
Western Wealth Management
Colorado
$443K +$7.71K +152 +2%
OC
812
Oppenheimer & Co
New York
$442K +$158K +3,110 +55%
BIA
813
Bell Investment Advisors
California
$441K +$20.9K +413 +5%
EIP
814
Ellis Investment Partners
Pennsylvania
$434K +$5.22K +103 +1%
FNC
815
First National Corp
Massachusetts
$431K – – –
VFIC
816
Valley Forge Investment Consultants
Pennsylvania
$429K – – –
HAS
817
HBW Advisory Services
California
$427K – – –
RDFA
818
Ritter Daniher Financial Advisory
Ohio
$425K – – –
JFG
819
JMG Financial Group
Illinois
$425K +$155K +3,050 +57%
BWM
820
BCS Wealth Management
Tennessee
$422K +$44.8K +883 +12%
C
821
CEDRUS
Colorado
$420K – – –
HIC
822
Holderness Investments Company
North Carolina
$417K – – –
GSWM
823
Greenup Street Wealth Management
Michigan
$412K +$100K +1,977 +32%
SCP
824
Stevens Capital Partners
Nebraska
$412K +$413K +8,143 New
PWA
825
Physician Wealth Advisors
Utah
$411K -$21.4K -423 -5%
31 32
33
34 35