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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
$26.8M -$565K -11,166 -2%
BPA
102
Beacon Pointe Advisors
California
$26.4M +$402K +7,947 +2%
BA
103
BIP Alliance
Georgia
$26.1M +$26.3M +521,175 New
SL
104
Salomon & Ludwin
Virginia
$25.9M +$825K +16,320 +3%
BOH
105
Bank of Hawaii
Hawaii
$25.7M +$783K +15,481 +3%
Renaissance Technologies
106
Renaissance Technologies
New York
$24.8M -$19M -375,100 -43%
FPCP
107
Fort Point Capital Partners
California
$24.6M +$4.8M +94,900 +24%
CFB
108
Cullen/Frost Bankers
Texas
$23.6M +$5.47M +108,101 +30%
JPG
109
Jordan Park Group
California
$23.3M +$23.5M +464,541 New
CI
110
CX Institutional
Indiana
$23.2M +$4.37M +86,391 +23%
NYLIM
111
New York Life Investment Management
New York
$23.2M -$540K -10,680 -2%
Lazard Asset Management
112
Lazard Asset Management
New York
$23.2M
HWA
113
Hilltop Wealth Advisors
North Carolina
$22.7M +$1.67M +33,040 +8%
BCI
114
Brinker Capital Investments
Pennsylvania
$22.5M +$3.5M +69,244 +18%
OPS
115
Orion Portfolio Solutions
Nebraska
$22.5M +$3.5M +69,244 +18%
RCA
116
Resonant Capital Advisors
Wisconsin
$22.4M +$2.36M +46,666 +12%
APM
117
a16z Perennial Management
California
$21.8M
LWM
118
Luminvest Wealth Management
Arizona
$21.8M +$3.17M +62,737 +17%
NA
119
NewEdge Advisors
Louisiana
$21.8M +$265K +5,239 +1%
SLWA
120
San Luis Wealth Advisors
California
$21.8M -$1.85M -36,678 -8%
LEA
121
Legacy Edge Advisors
New York
$21M +$1.96M +38,744 +10%
QWP
122
Quotient Wealth Partners
Texas
$20.3M +$1.53M +30,337 +8%
HCC
123
Hirtle Callaghan & Co
Pennsylvania
$20.2M
EA
124
Enclave Advisors
Texas
$20M +$3.6M +71,243 +22%
Pathstone Holdings
125
Pathstone Holdings
New Jersey
$19.3M +$6.7M +132,530 +53%