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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
1101
Montag & Associates
Georgia
$211K -$189K -3,745 -47%
WC
1102
Waterloo Capital
Texas
$210K +$212K +4,198 New
HWM
1103
Howard Wealth Management
Connecticut
$210K +$212K +4,187 New
Truepoint Inc
1104
Truepoint Inc
Ohio
$206K +$208K +4,114 New
AFG
1105
Albion Financial Group
Utah
$206K – – –
MCF Advisors
1106
MCF Advisors
Kentucky
$205K -$1.13M -22,314 -85%
PFBT
1107
Parkside Financial Bank & Trust
Missouri
$203K +$41.1K +812 +25%
LBC
1108
Lowe Brockenbrough & Co
Virginia
$201K -$202K -4,000 -50%
CT
1109
Colonial Trust
South Carolina
$200K +$144K +2,851 +250%
LI
1110
LRI Investments
Florida
$199K +$11.1K +219 +6%
FP
1111
Financial Perspectives
Minnesota
$184K -$50.6K -1,000 -21%
GWSA
1112
Global Wealth Strategies & Associates
Colorado
$183K – – –
WB
1113
Webster Bank
Connecticut
$178K – – –
RF
1114
Robinswood Financial
Washington
$178K – – –
AA
1115
Addison Advisors
Vermont
$168K – – –
AT
1116
Arlington Trust
Alabama
$168K – – –
SIM
1117
Synergy Investment Management
Florida
$168K +$169K +3,351 New
VCM
1118
Versant Capital Management
Arizona
$166K +$1.21K +24 +0.7%
HI
1119
Hendershot Investments
Virginia
$166K -$386K -7,634 -70%
Whittier Trust
1120
Whittier Trust
California
$165K -$122K -2,406 -42%
RLIM
1121
Red Lighthouse Investment Management
New York
$165K +$166K +3,284 New
AP
1122
Aspect Partners
Virginia
$162K +$163K +3,233 New
SWC
1123
Spectrum Wealth Counsel
Indiana
$159K – – –
SSB
1124
Sandy Spring Bank
Maryland
$152K +$19.5K +385 +15%
FNWA
1125
Financial Network Wealth Advisors
Utah
$141K – – –