We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
826
Lake Street Advisors Group
New Hampshire
$439K – – –
BAMG
827
Brand Asset Management Group
Missouri
$436K +$33.9K +677 +8%
MW
828
Members Wealth
Pennsylvania
$435K +$445K +8,890 New
WG
829
Wealth Group
North Carolina
$431K -$24.8K -496 -5%
HWM
830
Horizons Wealth Management
North Carolina
$429K +$49K +979 +13%
LFA
831
Level Financial Advisors
New York
$427K +$33.7K +673 +9%
C
832
CEDRUS
Colorado
$426K +$10.4K +207 +2%
VFIC
833
Valley Forge Investment Consultants
Pennsylvania
$425K – – –
RDFA
834
Ritter Daniher Financial Advisory
Ohio
$421K – – –
SCP
835
Stevens Capital Partners
Nebraska
$417K +$9.36K +187 +2%
HIC
836
Holderness Investments Company
North Carolina
$413K – – –
GFPC
837
Global Financial Private Client
Florida
$410K -$473K -9,445 -54%
GSWM
838
Greenup Street Wealth Management
Michigan
$408K – – –
TWA
839
Trellis Wealth Advisors
California
$401K +$401K +8,006 New
LBC
840
Lowe Brockenbrough & Co
Virginia
$401K – – –
SFS
841
Sharp Financial Services
Pennsylvania
$401K +$400K +8,000 New
NHC
842
Nicholas Hoffman & Company
Georgia
$399K +$3.05K +61 +0.8%
BIA
843
Bell Investment Advisors
California
$398K -$39.3K -785 -9%
PWA
844
Physician Wealth Advisors
Utah
$396K -$19.1K -382 -5%
AG
845
Ascent Group
Virginia
$390K -$118K -2,349 -23%
EWA
846
ERTS Wealth Advisors
Michigan
$388K -$12.8K -256 -3%
FC
847
Fairscale Capital
New Hampshire
$382K +$378K +7,563 New
HWMO
848
Heritage Wealth Management (Ohio)
Ohio
$380K +$379K +7,565 New
CIM
849
Cambria Investment Management
California
$379K +$8.16K +163 +2%
IWN
850
Independent Wealth Network
Iowa
$379K +$1.55K +31 +0.4%
32 33
34
35 36