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
CW
951
Cooksen Wealth
Texas
$237K – – –
B
952
Birchbrook
Maine
$237K +$39.7K +794 +20%
DADC
953
D.A. Davidson & Co
Montana
$236K -$34.1K -682 -13%
AA
954
Addison Advisors
Vermont
$234K – – –
SPWG
955
Syntegra Private Wealth Group
Missouri
$234K – – –
FP
956
Financial Perspectives
Minnesota
$234K – – –
PIM
957
Progressive Investment Management
Oregon
$233K +$233K +4,656 New
WAM
958
Weatherly Asset Management
California
$233K – – –
SLA
959
Silver Lake Advisory
Utah
$233K +$1.8K +36 +0.8%
FAM
960
Family Asset Management
South Carolina
$232K +$231K +4,624 New
OFG
961
Oxford Financial Group
Indiana
$230K – – –
HCM
962
Hudson Capital Management
New Jersey
$229K +$228K +4,565 New
CFG
963
Citizens Financial Group
Rhode Island
$229K +$228K +4,563 New
CNC
964
Citizens & Northern Corp
Pennsylvania
$228K – – –
HIMC
965
Heritage Investors Management Corp
Maryland
$225K – – –
MWM
966
Mattern Wealth Management
Kansas
$225K – – –
SRC
967
Shufro Rose & Co
New York
$224K -$30.1K -601 -12%
CWAG
968
Compton Wealth Advisory Group
Virginia
$224K +$1.65K +33 +0.7%
AWA
969
Archvest Wealth Advisors
California
$222K – – –
PW
970
Peninsula Wealth
California
$222K -$4.3K -86 -2%
YIA
971
YHB Investment Advisors
Connecticut
$221K +$10K +200 +5%
GA
972
Greenspring Advisors
Maryland
$220K +$1.55K +31 +0.7%
PFM
973
Peak Financial Management
Massachusetts
$219K – – –
GDP
974
Great Diamond Partners
Maine
$219K – – –
SP
975
Sequent Planning
Nebraska
$217K – – –
37 38
39
40 41