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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
NAS
101
Nicolet Advisory Services
Wisconsin
$15.8M +$15.4M +314,251 New
TA
102
Trellis Advisors
Washington
$15.5M -$3.87M -79,095 -20%
RGC
103
Roberts, Glore & Co
Illinois
$15.3M +$1.25M +25,639 +9%
HighTower Advisors
104
HighTower Advisors
Illinois
$15M +$3.43M +70,241 +30%
OPS
105
Orion Portfolio Solutions
Nebraska
$14.6M +$12.3M +252,410 +585%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$14.4M -$1.31M -26,711 -8%
QWM
107
Quaker Wealth Management
New Jersey
$14.2M -$1.47K -30 -0%
FHA
108
First Horizon Advisors
Tennessee
$13.9M +$11.4M +233,469 +491%
HWA
109
Heartwood Wealth Advisors
Virginia
$13.7M -$220K -4,492 -2%
WPC
110
Wedmont Private Capital
Pennsylvania
$13.7M -$4.74M -97,046 -26%
GP
111
Girard Partners
Pennsylvania
$13.7M +$12.7M +259,981 +1,611%
RCA
112
Resonant Capital Advisors
Wisconsin
$13.5M +$4.26M +87,090 +47%
FMWA
113
Forvis Mazars Wealth Advisors
Missouri
$13.3M +$2.87M +58,782 +28%
MWP
114
Moller Wealth Partners
$13.2M -$6.34M -129,784 -33%
FVWA
115
Foster Victor Wealth Advisors
South Carolina
$13.2M +$12.4M +253,289 +2,522%
CFB
116
Cullen/Frost Bankers
Texas
$13.2M +$10.6M +217,002 +442%
Bank of New York Mellon
117
Bank of New York Mellon
New York
$12.9M -$10.6M -217,289 -45%
CG
118
Colony Group
Massachusetts
$12.8M +$7.95M +162,522 +169%
PCA
119
Personal Capital Advisors
California
$12.6M +$1.07M +21,932 +9%
CPA
120
Cardiff Park Advisors
California
$12.2M -$70.3K -1,438 -0.6%
IA
121
IFP Advisors
Florida
$11.8M +$2.01M +41,137 +22%
PWM
122
Perigon Wealth Management
California
$11.6M +$1.5M +30,708 +15%
AWS
123
Atria Wealth Solutions
New York
$11.5M +$149K +3,056 +1%
KAS
124
Kestra Advisory Services
Texas
$11.5M +$6.82M +139,419 +151%
ERIM
125
Eagle Ridge Investment Management
Connecticut
$10.9M +$437K +8,930 +4%