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Vanguard Tax-Exempt Bond Index Fund

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
101
Bragg Financial Advisors
North Carolina
$23.5M +$1.21M +24,725 +6%
B
102
Bailard
California
$23.1M +$22.2M +452,690 New
APM
103
a16z Perennial Management
California
$22.2M +$21.4M +435,683 New
HCC
104
Hirtle Callaghan & Co
Pennsylvania
$22M +$398K +8,120 +2%
CAN
105
Cetera Advisor Networks
California
$21.8M +$116K +2,371 +0.6%
BOH
106
Bank of Hawaii
Hawaii
$21.4M +$597K +12,180 +3%
QWM
107
Quaker Wealth Management
New Jersey
$21.3M -$132K -2,686 -0.6%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$20.7M +$19.9M +406,021 New
AF
109
Allworth Financial
California
$20.2M +$1.05M +21,323 +6%
OWA
110
One Wealth Advisors
California
$20.2M +$13.3M +272,233 +221%
SWM
111
SigFig Wealth Management
California
$19.8M -$834K -17,006 -4%
FPCP
112
Fort Point Capital Partners
California
$19.6M -$3.93M -80,088 -17%
FWI
113
Facet Wealth Inc
Maryland
$18.8M -$262K -5,346 -1%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$18.6M +$17.9M +364,300 New
HWA
115
Hilltop Wealth Advisors
North Carolina
$18.5M +$17.8M +362,438 New
LWM
116
Luminvest Wealth Management
Arizona
$18M +$17.4M +354,219 New
LRIA
117
Leonard Rickey Investment Advisors
Washington
$17.6M -$275K -5,615 -2%
SP
118
Stairway Partners
Illinois
$17.5M -$870K -17,748 -5%
SL
119
Salomon & Ludwin
Virginia
$17.1M
BCI
120
Brinker Capital Investments
Pennsylvania
$17.1M +$66.6K +1,358 +0.4%
OPS
121
Orion Portfolio Solutions
Nebraska
$17.1M +$66.6K +1,358 +0.4%
HCM
122
Hengehold Capital Management
Ohio
$16.6M -$2.02M -41,256 -11%
UA
123
Unison Advisors
District of Columbia
$16.6M +$48.3K +985 +0.3%
HWA
124
Heartwood Wealth Advisors
Virginia
$16.5M -$87.8K -1,790 -0.6%
CI
125
CX Institutional
Indiana
$16.3M +$15.7M +319,170 New