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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WHCI
801
W.H. Cornerstone Investments
Massachusetts
$712K +$335K +6,621 +87%
LCWP
802
Legacy Capital Wealth Partners
Arkansas
$710K +$112K +2,209 +18%
AIM
803
Alhambra Investment Management
Florida
$707K +$308K +6,100 +76%
TCOV
804
Trust Company of Vermont
Vermont
$706K +$712K +14,080 New
CFO
805
Callan Family Office
Pennsylvania
$705K +$711K +14,056 New
EWS
806
Eagle Wealth Strategies
New Jersey
$703K +$5.11K +101 +0.7%
AFGAS
807
Allegiance Financial Group Advisory Services
Virginia
$696K +$9.45K +187 +1%
BBA
808
Braun-Bostich & Associates
Pennsylvania
$695K -$5.51K -109 -0.8%
FCA
809
FLC Capital Advisors
California
$692K +$51.8K +1,024 +8%
MWA
810
Moser Wealth Advisors
Washington
$692K -$15.2K -300 -2%
BP
811
BWM Planning
Texas
$690K
IWA
812
Icon Wealth Advisors
Texas
$685K +$8.85K +175 +1%
RWP
813
Revolve Wealth Partners
New Jersey
$683K -$312K -6,164 -31%
Fifth Third Bancorp
814
Fifth Third Bancorp
Ohio
$683K -$358K -7,083 -34%
BIM
815
Breakwater Investment Management
Washington
$682K
GFWA
816
Grey Fox Wealth Advisors
Delaware
$681K +$5.36K +106 +0.8%
ZF
817
Zhang Financial
Michigan
$680K +$6.02K +119 +0.9%
GSEP
818
Golden State Equity Partners
California
$676K -$200K -3,953 -23%
ML
819
Mayport LLC
Massachusetts
$676K +$13K +257 +2%
BF
820
Blankinship & Foster
California
$672K +$7.08K +140 +1%
BWA
821
BlueChip Wealth Advisors
Georgia
$667K +$245K +4,854 +57%
RFP
822
Root Financial Partners
California
$665K +$2.22K +44 +0.3%
CAC
823
Certified Advisory Corp
Florida
$665K +$163K +3,228 +32%
CIA
824
Capital Investment Advisors
Georgia
$655K +$660K +13,058 New
SW
825
SlateStone Wealth
Florida
$651K +$2.43K +48 +0.4%