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Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
WDG
1001
Wealth Dimensions Group
Ohio
$304K +$54.9K +1,123 +22%
MAG
1002
Mayfair Advisory Group
Alabama
$302K – – –
MKW
1003
Mullaney, Keating & Wright
Connecticut
$301K +$300K +6,139 New
WF
1004
Wayfinding Financial
Washington
$300K -$237K -4,848 -44%
BW
1005
Blalock Williams
Alabama
$299K +$52.7K +1,079 +21%
PBO
1006
Peoples Bank (Ohio)
Ohio
$296K -$9.72K -199 -3%
HKIM
1007
Hayek Kallen Investment Management
Alabama
$295K +$293K +6,007 New
WCP
1008
Wick Capital Partners
Pennsylvania
$294K +$1.19M +24,279 +483%
GFPC
1009
Global Financial Private Client
Florida
$293K – – –
DWM
1010
Dogwood Wealth Management
Kansas
$286K – – –
PIM
1011
Progressive Investment Management
Oregon
$285K -$391 -8 -0.1%
O3W
1012
Omni 360 Wealth
New Jersey
$284K +$16.9K +345 +6%
B
1013
Birchbrook
Maine
$284K – – –
UPS
1014
UHLMANN PRICE SECURITIES
Illinois
$284K +$72.1K +1,476 +34%
NIWA
1015
New Insight Wealth Advisors
California
$283K +$282K +5,773 New
RIM
1016
Redwood Investment Management
Arizona
$283K -$82.2K -1,683 -23%
WPWM
1017
Windward Private Wealth Management
Kansas
$281K -$1.04M -21,292 -79%
PWM
1018
Penobscot Wealth Management
Maine
$280K +$46.8K +959 +20%
LWM
1019
LongView Wealth Management
Georgia
$280K +$279K +5,702 New
PWP
1020
Pursue Wealth Partners
California
$279K +$2.3K +47 +0.8%
DWM
1021
Diversify Wealth Management
Utah
$279K +$278K +5,691 New
HP
1022
Holistic Planning
Texas
$277K -$15K -308 -5%
FIC
1023
Family Investment Center
Missouri
$277K +$49 +1 +0%
CFSG
1024
Clark Financial Services Group
Missouri
$276K – – –
BAMG
1025
Brand Asset Management Group
Missouri
$276K -$209K -4,285 -43%
39 40
41
42 43