We are live on ! Find out more
VTEB icon

Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AL
101
Aspiriant LLC
California
$8.98M +$2.81M +52,740 +43%
FSC
102
Full Sail Capital
Oklahoma
$8.98M +$9.27M +174,168 New
NWM
103
NEIRG Wealth Management
Massachusetts
$8.91M +$9.2M +172,905 New
HWAM
104
Hennion & Walsh Asset Management
New Jersey
$8.85M +$824K +15,482 +10%
FPOC
105
Financial Planners of Cleveland
Ohio
$8.66M +$6.81M +127,881 +319%
MCA
106
Maryland Capital Advisors
Maryland
$8.66M -$4.89M -91,921 -35%
Deutsche Bank
107
Deutsche Bank
Germany
$8.55M +$6.42M +120,615 +266%
MWM
108
Modera Wealth Management
New Jersey
$8.33M +$260K +4,883 +3%
Cerity Partners
109
Cerity Partners
New York
$8.31M +$5.71M +107,228 +158%
LCM
110
Liberty Capital Management
Michigan
$8.24M +$114K +2,145 +1%
AFA
111
AllGen Financial Advisors
Florida
$7.94M +$865K +16,254 +12%
JWA
112
JFS Wealth Advisors
Pennsylvania
$7.64M +$7.84M +147,291 +15,719%
WPC
113
Wedmont Private Capital
Pennsylvania
$7.49M -$167K -3,135 -2%
SQA
114
Simon Quick Advisors
New Jersey
$7.48M -$523K -9,821 -6%
JWM
115
Janiczek Wealth Management
Colorado
$7.27M -$1.49M -27,923 -17%
FFS
116
Founders Financial Securities
Maryland
$7.22M +$7.45M +139,983 New
HI
117
Horizon Investments
North Carolina
$7.2M +$7.45M +139,983 New
AF
118
Advisornet Financial
Minnesota
$6.96M +$242K +4,551 +3%
PWM
119
PBMares Wealth Management
Virginia
$6.88M
LP
120
LGL Partners
Pennsylvania
$6.84M -$28.7M -538,771 -80%
APC
121
Aspire Private Capital
North Carolina
$6.79M +$901K +16,923 +15%
Wealth Enhancement Advisory Services
122
Wealth Enhancement Advisory Services
Minnesota
$6.76M +$6.1M +114,520 +683%
MA
123
MUFG Americas
New York
$6.69M -$1.07M -20,186 -13%
TFA
124
Trinity Financial Advisors
Ohio
$6.65M -$104K -1,945 -1%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$6.58M -$101K -1,904 -1%