We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AAA
1151
Andrews Advisory Associates
Hawaii
$232K +$232K +4,613 New
LGWM
1152
Litman Gregory Wealth Management
California
$231K – – –
BWA
1153
Basecamp Wealth Advisors
Washington
$231K +$231K +4,597 New
LI
1154
LRI Investments
Florida
$231K +$19.3K +383 +9%
HIF
1155
Hill Island Financial
Michigan
$231K -$46.8K -930 -17%
PWS
1156
Pursuit Wealth Strategies
North Carolina
$230K +$230K +4,567 New
AA
1157
Armis Advisers
Georgia
$229K – – –
KCM
1158
Kanawha Capital Management
Virginia
$229K – – –
CNC
1159
Citizens & Northern Corp
Pennsylvania
$226K -$2.16K -43 -0.9%
IWB
1160
Innovative Wealth Building
Maryland
$226K +$2.42K +48 +1%
SA
1161
Sovran Advisors
California
$226K -$7.25K -144 -3%
HP
1162
Holistic Planning
Texas
$225K +$101 +2 +0%
CA
1163
Calton & Associates
Florida
$223K -$152K -3,016 -40%
UPS
1164
UHLMANN PRICE SECURITIES
Illinois
$223K +$2.52K +50 +1%
SL
1165
SFM LLC
New Hampshire
$223K – – –
1WA
1166
180 Wealth Advisors
Washington
$221K -$30.2K -600 -12%
TCM
1167
Thoma Capital Management
Maryland
$221K – – –
JMG Financial Group
1168
JMG Financial Group
Illinois
$221K – – –
OFS
1169
Opus Financial Solutions
Illinois
$220K +$220K +4,374 New
Sowell Financial Services
1170
Sowell Financial Services
Arkansas
$220K +$220K +4,371 New
Donaldson Capital Management
1171
Donaldson Capital Management
Indiana
$219K -$1.76K -35 -0.8%
DF
1172
Downshift Financial
Colorado
$218K +$217K +4,314 New
FOR
1173
Family Office Research
Maryland
$216K +$217K +4,305 New
Mairs & Power Inc
1174
Mairs & Power Inc
Minnesota
$212K +$212K +4,211 New
FMN
1175
Financial Management Network
California
$211K +$1.76K +35 +0.8%