We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
ST
101
Smithfield Trust
Pennsylvania
$1.68M -$2.84M -56,407 -63%
VFA
102
Valeo Financial Advisors
Indiana
$1.53M +$361K +7,159 +31%
LWS
103
Lucia Wealth Services
California
$1.49M -$463K -9,187 -24%
FCIM
104
Fairview Capital Investment Management
California
$1.35M +$340K +6,750 +34%
SI
105
Stephens Inc
Arkansas
$1.35M +$1.33M +26,399 New
CCA
106
Clearwater Capital Advisors
Illinois
$1.35M +$1.09M +21,614 +456%
AA
107
Alesco Advisors
New York
$1.3M
Stifel Financial
108
Stifel Financial
Missouri
$1.22M +$839K +16,659 +232%
PA
109
Paracle Advisors
Washington
$1.19M +$594K +11,789 +103%
AF
110
Allworth Financial
California
$1.19M +$1.14M +22,538 +3,319%
GEA
111
Glen Eagle Advisors
New Jersey
$1.18M +$46.1K +915 +4%
OAM
112
Occidental Asset Management
California
$1.18M +$144K +2,860 +14%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$1.11M +$275K +5,460 +34%
AWA
114
Arete Wealth Advisors
Illinois
$1.05M +$282K +5,593 +37%
LPWM
115
Lake Point Wealth Management
Texas
$1.01M +$1M +19,890 New
JSA
116
Jacobson & Schmitt Advisors
Wisconsin
$996K -$83.5K -1,658 -8%
NFG
117
Next Financial Group
Texas
$973K +$961K +19,066 New
SCG
118
Sonata Capital Group
Washington
$929K +$70.5K +1,400 +8%
US Bancorp
119
US Bancorp
Minnesota
$907K -$80.3K -1,594 -8%
CWM
120
Cornerstone Wealth Management
Missouri
$904K +$893K +17,728 New
FA
121
FC Advisory
Pennsylvania
$897K +$612K +12,142 +223%
AA
122
Ancora Advisors
Ohio
$887K +$372K +7,379 +74%
Betterment LLC
123
Betterment LLC
New York
$862K +$88K +1,746 +12%
BCM
124
Blume Capital Management
California
$824K -$63K -1,250 -7%
WWM
125
Windsor Wealth Management
Indiana
$797K