We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
DADC
826
D.A. Davidson & Co
Montana
$819K +$18.4K +364 +2%
IWA
827
Inspirion Wealth Advisors
Illinois
$817K
SAM
828
SVRN Asset Management
Texas
$817K -$171K -3,385 -17%
HWM
829
Horizons Wealth Management
North Carolina
$816K
BF
830
Blankinship & Foster
California
$814K -$417K -8,268 -34%
CPWM
831
Cypress Point Wealth Management
Texas
$812K
SEP
832
Southland Equity Partners
Missouri
$809K
BW
833
Balance Wealth
Ohio
$808K +$232K +4,601 +40%
CFO
834
CVA Family Office
Colorado
$806K +$259K +5,139 +47%
IA
835
IF Advisors
Texas
$798K
ACS
836
Archford Capital Strategies
Illinois
$798K
DWA
837
Davis Wealth Advisors
New Hampshire
$793K -$96.6K -1,913 -11%
First Manhattan
838
First Manhattan
New York
$791K -$261K -5,169 -25%
WW
839
Westshore Wealth
California
$791K
JDLA
840
J. Derek Lewis & Associates
California
$783K
EFA
841
Evernest Financial Advisors
Indiana
$778K -$3.89K -77 -0.5%
WIA
842
Wetzel Investment Advisors
Indiana
$774K +$7.47K +148 +1%
CMA
843
Cedar Mountain Advisors
Oregon
$774K
BTWM
844
Baker Tilly Wealth Management
Wisconsin
$766K +$116K +2,299 +18%
FWA
845
FSM Wealth Advisors
Ohio
$765K -$351K -6,956 -31%
MIAS
846
Mason Investment Advisory Services
Virginia
$764K +$91.7K +1,817 +13%
ASG
847
Ariston Services Group
California
$762K -$771K -15,279 Closed
PWAM
848
Private Wealth Asset Management
Iowa
$761K
VC
849
Veery Capital
Delaware
$760K +$34.8K +689 +5%
KFP
850
Keener Financial Planning
Texas
$760K +$106K +2,095 +16%