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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
76
Truist Financial
North Carolina
$26.8M +$2.46M +48,950 +10%
OPAM
77
Ocean Park Asset Management
California
$26.2M +$26.3M +522,700 New
Rockefeller Capital Management
78
Rockefeller Capital Management
New York
$26.2M +$21.3M +423,951 +432%
M&T Bank
79
M&T Bank
New York
$26M -$2.6M -51,709 -9%
TSW
80
Thompson Siegel & Walmsley
Virginia
$26M -$934K -18,581 -3%
RWM
81
Rockwood Wealth Management
Pennsylvania
$25.9M +$3.7M +73,605 +17%
PCM
82
Passive Capital Management
Maryland
$25.3M +$185K +3,690 +0.7%
Cetera Investment Advisers
83
Cetera Investment Advisers
Illinois
$23.8M +$1.24M +24,685 +5%
OIA
84
OneDigital Investment Advisors
Kansas
$23.5M +$2.49M +49,511 +12%
MA
85
Mosaic Advisors
Texas
$23.2M -$2.22M -44,144 -9%
NAS
86
Nicolet Advisory Services
Wisconsin
$23M +$3.31M +65,902 +17%
SWM
87
SigFig Wealth Management
California
$22.8M +$2.21M +43,930 +11%
Nisa Investment Advisors
88
Nisa Investment Advisors
Missouri
$22.6M -$3.78M -75,185 -14%
EWA
89
EP Wealth Advisors
California
$22.5M +$664K +13,215 +142%
MG
90
Mather Group
Illinois
$22.3M -$756K -15,051 -3%
QWM
91
Quaker Wealth Management
New Jersey
$22.2M -$32.3K -642 -0.1%
HCC
92
Hirtle Callaghan & Co
Pennsylvania
$21.8M +$50.4K +1,003 +0.2%
RFA
93
RTD Financial Advisors
Pennsylvania
$21.4M -$39.6K -788 -0.2%
WPC
94
Wedmont Private Capital
Pennsylvania
$21.4M +$7M +139,288 +48%
MMA
95
Miracle Mile Advisors
California
$21.4M +$16.3M +324,650 +322%
WWM
96
Windsor Wealth Management
Indiana
$21M +$641K +12,752 +3%
CAN
97
Cetera Advisor Networks
California
$20.8M -$744K -14,809 -3%
HSA
98
HBK Sorce Advisory
Pennsylvania
$20.5M +$544K +10,836 +3%
BFA
99
Bragg Financial Advisors
North Carolina
$20.5M +$1.54M +30,729 +8%
HIG
100
Heritage Investment Group
Florida
$20.2M -$267K -5,324 -1%