We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
901
Parsons Capital Management
Rhode Island
– -$361K -7,504 Closed
MSFS
902
Main Street Financial Solutions
Pennsylvania
– -$359K -7,463 Closed
LWP
903
Lumature Wealth Partners
Georgia
– -$330K -6,860 Closed
WTB
904
Washington Trust Bank
Washington
– -$309K -6,428 Closed
IF
905
IRON Financial
Illinois
– -$281K -5,841 Closed
JIP
906
Jaffetilchin Investment Partners
Florida
– -$274K -5,694 Closed
CBC
907
Coombe, Bender & Co
New York
– -$265K -5,500 Closed
LWM
908
Laidlaw Wealth Management
New York
– -$258K -5,365 Closed
Citadel Advisors
909
Citadel Advisors
Florida
– -$259K -5,306 Closed
PFGIA
910
Patriot Financial Group Insurance Agency
Massachusetts
– -$243K -5,042 Closed
HWM
911
Howard Wealth Management
Connecticut
– -$241K -5,010 Closed
HWM
912
Hohimer Wealth Management
Washington
– -$238K -4,935 Closed
TW
913
TrinityPoint Wealth
Connecticut
– -$236K -4,903 Closed
TFA
914
TPG Financial Advisors
Oregon
– -$235K -4,884 Closed
Welch & Forbes
915
Welch & Forbes
Massachusetts
– -$232K -4,808 Closed
WWA
916
WCG Wealth Advisors
Nevada
– -$231K -4,789 Closed
HIC
917
Hartline Investment Corp
Illinois
– -$227K -4,706 Closed
LA
918
Latitude Advisors
Florida
– -$227K -4,706 Closed
SW
919
StrongBox Wealth
Missouri
– -$224K -4,650 Closed
GIA
920
Gladstone Institutional Advisory
Florida
– -$223K -4,626 Closed
RRA
921
Round Rock Advisors
Connecticut
– -$220K -4,562 Closed
GIM
922
Greenwich Investment Management
Connecticut
– -$219K -4,550 Closed
CCM
923
Condor Capital Management
New Jersey
– -$218K -4,535 Closed
Congress Wealth Management
924
Congress Wealth Management
Massachusetts
– -$217K -4,510 Closed
CA
925
Cornerstone Advisory
Maryland
– -$215K -4,474 Closed