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
KFP
851
Keener Financial Planning
Texas
$824K +$53.1K +1,056 +7%
CPWM
852
Cypress Point Wealth Management
Texas
$823K – – –
SEP
853
Southland Equity Partners
Missouri
$820K – – –
O3W
854
Omni 360 Wealth
New Jersey
$818K +$50K +996 +7%
PI
855
PFG Investments
New York
$816K -$32K -636 -4%
CWI
856
Conscious Wealth Investments
Florida
$813K +$148K +2,946 +22%
WTC
857
WhitTier Trust Company
Nevada
$812K -$151K -3,000 -16%
KFAS
858
Keating Financial Advisory Services
Kansas
$810K +$136K +2,703 +20%
ACS
859
Archford Capital Strategies
Illinois
$808K -$452 -9 -0.1%
AFGAS
860
Allegiance Financial Group Advisory Services
Virginia
$804K +$37.9K +754 +5%
WIA
861
Wetzel Investment Advisors
Indiana
$794K +$9.45K +188 +1%
JDLA
862
J. Derek Lewis & Associates
California
$794K – – –
FCA
863
FLC Capital Advisors
California
$788K +$24.5K +488 +3%
SAM
864
SVRN Asset Management
Texas
$787K -$40.2K -800 -5%
VW
865
Veridan Wealth
Oregon
$786K -$127K -2,526 -14%
CMA
866
Cedar Mountain Advisors
Oregon
$785K – – –
MIAS
867
Mason Investment Advisory Services
Virginia
$781K +$6.53K +130 +0.8%
BTWM
868
Baker Tilly Wealth Management
Wisconsin
$777K – – –
VC
869
Veery Capital
Delaware
$776K +$5.53K +110 +0.7%
TPF
870
Tribridge Partners Financial
Maryland
$775K +$82.4K +1,640 +12%
ASG
871
Ariston Services Group
California
$773K +$768K +15,279 New
AWP
872
Ascent Wealth Partners
New York
$773K +$15K +299 +2%
PWM
873
Peak Wealth Management
New Hampshire
$768K +$199K +3,968 +35%
DWA
874
Davis Wealth Advisors
New Hampshire
$766K -$36.7K -731 -5%
PFBT
875
Parkside Financial Bank & Trust
Missouri
$760K +$4.62K +92 +0.6%
33 34
35
36 37