We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
76
Merriman Wealth Management
Washington
$37.3M -$112K -2,234 -0.3%
EWA
77
EP Wealth Advisors
California
$36.4M +$1.52M +30,328 +4%
OCM
78
One Capital Management
California
$36.4M +$13M +260,353 +56%
Financial Engines Advisors
79
Financial Engines Advisors
California
$35.4M +$703K +14,052 +2%
M&T Bank
80
M&T Bank
New York
$34.9M -$1.2M -24,018 -3%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$34.9M -$2.32M -46,285 -6%
PCM
82
Passive Capital Management
Maryland
$34.2M +$105K +2,091 +0.3%
KOC
83
Koss-Olinger Consulting
Florida
$33.9M +$33.9M +677,414 New
AIM
84
Allen Investment Management
New York
$33.9M
MWM
85
Modera Wealth Management
New Jersey
$33.2M +$45.4K +907 +0.1%
WCWM
86
Willow Creek Wealth Management
California
$33.1M +$711K +14,201 +2%
RWM
87
Rockwood Wealth Management
Pennsylvania
$32.1M +$3.06M +61,166 +11%
JWA
88
JFS Wealth Advisors
Pennsylvania
$32M +$2.79M +55,790 +10%
WANY
89
Wealthspire Advisors (New York)
New York
$32M +$2.99M +59,783 +10%
FTUS
90
Flow Traders U.S.
New York
$31.3M +$26.5M +528,792 +556%
BFC
91
Bedel Financial Consulting
Indiana
$31M -$343K -6,857 -1%
G
92
GenTrust
Florida
$30.1M +$12.2M +244,742 +69%
Renaissance Technologies
93
Renaissance Technologies
New York
$29.9M -$10.6M -212,146 -26%
OMC
94
Old Mission Capital
Illinois
$28.2M +$28.1M +562,447 New
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$28M +$27.9M +558,077 New
Truist Financial
96
Truist Financial
North Carolina
$27.8M +$1.93M +38,549 +7%
PFPT
97
Pinnacle Financial Partners (Tennessee)
Tennessee
$26.8M +$114K +2,283 +0.4%
NAS
98
Nicolet Advisory Services
Wisconsin
$26.7M +$329K +6,576 +1%
BPA
99
Beacon Pointe Advisors
California
$26.4M +$2.73M +54,594 +12%
AF
100
Allworth Financial
California
$26M +$4.3M +86,031 +20%