VTEB icon

Vanguard Tax-Exempt Bond Index Fund
VTEB

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1101
Executive Wealth Management
Michigan
– -$5.24M -104,003 Closed
SWM
1102
Soundmark Wealth Management
Washington
– -$4.57M -90,286 Closed
Nisa Investment Advisors
1103
Nisa Investment Advisors
Missouri
– -$4.54M -89,810 Closed
LNC
1104
Lincoln National Corp
Pennsylvania
– -$4.32M -85,426 Closed
SCG
1105
Sonata Capital Group
Washington
– -$2.75M -54,380 Closed
HWAM
1106
Hennion & Walsh Asset Management
New Jersey
– -$2.32M -45,859 Closed
DP
1107
Denver PWM
Colorado
– -$1.82M -36,298 Closed
WFM
1108
Wolff Financial Management
Michigan
– -$999K -19,751 Closed
NCM
1109
Northwest Capital Management
Oregon
– -$809K -15,980 Closed
CBFP
1110
Cedar Brook Financial Partners
Ohio
– -$788K -15,567 Closed
NSIM
1111
North Star Investment Management
Illinois
– -$748K -14,775 Closed
OFS
1112
OneAscent Financial Services
Alabama
– -$748K -14,774 Closed
HP
1113
HT Partners
Connecticut
– -$722K -14,273 Closed
AA
1114
AlphaQ Advisors
Florida
– -$569K -11,237 Closed
CST
1115
Charles Schwab Trust
Nevada
– -$557K -11,000 Closed
WWA
1116
WCG Wealth Advisors
Nevada
– -$550K -10,876 Closed
HT
1117
Headlands Technologies
Illinois
– -$550K -10,872 Closed
LAM
1118
LifePro Asset Management
California
– -$505K -9,982 Closed
PCWA
1119
Pacific Capital Wealth Advisors
California
– -$471K -9,309 Closed
PGA
1120
Portland Global Advisors
Maine
– -$461K -9,105 Closed
HAS
1121
HBW Advisory Services
California
– -$427K -8,356 Closed
BWM
1122
BCS Wealth Management
Tennessee
– -$422K -8,348 Closed
VFPW
1123
Vantage Financial Partners (Wisconsin)
Wisconsin
– -$409K -8,087 Closed
OPOWM
1124
One Plus One Wealth Management
Florida
– -$394K -7,785 Closed
KTA
1125
Keeley-Teton Advisors
Illinois
– -$393K -7,771 Closed
43 44
45
46 47