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
DI
876
Disciplined Investments
Oklahoma
$310K +$32.3K +637 +12%
FAFN
877
First Affirmative Financial Network
Colorado
$310K -$24.3K -479 -7%
PWM
878
Penobscot Wealth Management
Maine
$308K +$11.1K +218 +4%
O3W
879
Omni 360 Wealth
New Jersey
$307K +$1.62K +32 +0.5%
ST
880
Sabal Trust
Florida
$304K – – –
WFA
881
Wells Financial Advisors
Massachusetts
$304K +$304K +6,000 New
GWMIA
882
Global Wealth Management Investment Advisory
Florida
$303K -$350K -6,899 -54%
NCMW
883
Northern Capital Management (Washington)
Washington
$301K +$301K +5,944 New
FFG
884
Frisch Financial Group
New York
$299K -$152 -3 -0.1%
CIA
885
Compass Ion Advisors
Pennsylvania
$299K -$77.2K -1,524 -21%
CAMG
886
CWA Asset Management Group
Florida
$293K +$16.8K +332 +6%
FCFC
887
First Citizens Financial Corp
Iowa
$291K – – –
WI
888
Wintrust Investments
Illinois
$291K -$2.13K -42 -0.7%
DWM
889
Dogwood Wealth Management
Kansas
$288K -$51 -1 -0%
SFG
890
Sovereign Financial Group
Connecticut
$285K +$14.5K +287 +5%
KFI
891
Key Financial Inc
Pennsylvania
$285K – – –
WIM
892
Westside Investment Management
California
$284K – – –
CA
893
Calton & Associates
Florida
$281K +$659 +13 +0.2%
SAM
894
Summit Asset Management
Tennessee
$281K – – –
MWM
895
Mascoma Wealth Management
New Hampshire
$279K -$51 -1 -0%
SAM
896
Sawgrass Asset Management
Florida
$279K – – –
BWP
897
Baldwin Wealth Partners
Massachusetts
$277K +$44.9K +885 +19%
TIM
898
Total Investment Management
Arizona
$274K +$1.42K +28 +0.5%
SL
899
SFM LLC
New Hampshire
$274K – – –
DADC
900
D.A. Davidson & Co
Montana
$273K -$71.8K -1,416 -21%
34 35
36
37 38